FBND icon

Fidelity Total Bond ETF

521 hedge funds and large institutions have $9.46B invested in Fidelity Total Bond ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 309 increasing their positions, 100 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+48
Holders Change %
+10.15%
% of All Funds
7.54%
Holding in Top 10
111
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+15.63%
% of All Funds
1.61%
New
79
Increased
309
Reduced
100
Closed
20
Calls
$206K
Puts
$70K
Net Calls
+$136K
Net Calls Change
+$240K
Name Holding Trade Value Shares
Change
Shares
Change %
CC
176
Courier Capital
New York
$6.98M +$251K +5,378 +4%
BAAM
177
Baker Avenue Asset Management
California
$6.87M -$30.8K -659 -0.4%
SDWMA
178
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.83M +$488K +10,438 +8%
LWM
179
LongView Wealth Management
Georgia
$6.75M +$1.87M +39,935 +38%
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$6.65M -$823K -17,613 -11%
PWA
181
Primoris Wealth Advisors
Florida
$6.62M +$78.8K +1,685 +1%
PJSIMP
182
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.53M +$264K +5,644 +4%
KWA
183
Kingswood Wealth Advisors
California
$6.37M +$6.37M +136,288 New
PPW
184
Parcion Private Wealth
Washington
$6.12M -$1.43M -30,546 -19%
SOS
185
Silver Oak Securities
Tennessee
$6.07M +$2.45M +52,239 +67%
CWM
186
CMH Wealth Management
New Hampshire
$6.04M +$227K +4,831 +4%
LIG
187
Lokken Investment Group
Delaware
$5.88M +$402K +8,602 +7%
LFG
188
Larson Financial Group
Missouri
$5.87M +$5.47M +117,004 +1,377%
ACG
189
Allen Capital Group
Nebraska
$5.85M +$39.4K +843 +0.7%
OFG
190
OmniStar Financial Group
North Carolina
$5.76M +$1.09M +23,244 +23%
CFG
191
Cooper Financial Group
California
$5.75M +$5.49M +117,545 +2,140%
ZIM
192
Zacks Investment Management
Illinois
$5.74M +$4.89M +104,615 +578%
HA
193
Hofer & Associates
California
$5.73M +$44.8K +958 +0.8%
AIA
194
Accelerate Investment Advisors
California
$5.64M +$5.64M +120,655 New
ST
195
Spinnaker Trust
Maine
$5.57M +$362K +7,740 +7%
Comerica Bank
196
Comerica Bank
Texas
$5.53M +$516K +11,034 +10%
MTWM
197
Masso Torrence Wealth Management
New Jersey
$5.53M +$47.9K +1,024 +0.9%
LWMNY
198
Landmark Wealth Management (New York)
New York
$5.52M +$5.52M +118,183 New
EFS
199
Essex Financial Services
Connecticut
$5.33M +$2.39M +52,150 +81%
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$5.28M +$35.2K +753 +0.7%