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Fidelity Total Bond ETF
FBND

Overview Fund Activity

414 hedge funds and large institutions have $5.29B invested in Fidelity Total Bond ETF in 2023 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 210 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+68
Holders Change %
+19.65%
% of All Funds
6.07%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.19%
New
95
Increased
210
Reduced
92
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$527M
2
Morgan Stanley
2
Morgan Stanley
New York
$177M
3
Bank of America
3
Bank of America
North Carolina
$331M
4
HG
4
Harbor Group
New Hampshire
$34.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$70.8M

Top Sellers

1
BAAM
1
Baker Avenue Asset Management
California
$6.31M
2
RA
2
RFG Advisory
Alabama
$114M
3
CTB
3
Country Trust Bank
Illinois
$202M
4
HNB
4
Huntington National Bank
Ohio
$25.3M
5
SL
5
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
201
Horizon Investment Services
Indiana
$2.64M +$576K +12,511 +28%
SPC
202
Sigma Planning Corp
Michigan
$2.62M -$2.47M -53,615 -48%
MA
203
MJP Associates
Connecticut
$2.58M +$101K +2,195 +4%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$2.55M -$229K -4,968 -8%
EWMCB
205
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.54M -$155K -3,357 -6%
RMF
206
Red Mountain Financial
Colorado
$2.49M +$2.49M +54,110 New
APWM
207
Atlas Private Wealth Management
New York
$2.47M +$298K +6,471 +14%
LFA
208
Legacy Financial Advisors
Kentucky
$2.45M +$2.45M +53,145 New
AF
209
Advisornet Financial
Minnesota
$2.44M +$2.44M +53,102 New
Brown Advisory
210
Brown Advisory
Maryland
$2.41M – – –
PGFC
211
Peapack-Gladstone Financial Corp
New Jersey
$2.38M +$1.1M +23,850 +85%
CWA
212
Clarity Wealth Advisors
California
$2.38M +$2.38M +51,737 New
IF
213
IRON Financial
Illinois
$2.28M +$44.9K +975 +2%
AFG
214
ABLE Financial Group
Arizona
$2.25M +$1.91M +41,538 +566%
FW
215
FirstPurpose Wealth
Utah
$2.23M +$500K +10,870 +29%
FUBT
216
First United Bank & Trust
Maryland
$2.2M +$743K +16,142 +51%
RFN
217
RDA Financial Network
Iowa
$2.2M +$43.8K +952 +2%
BSB
218
Bangor Savings Bank
Maine
$2.2M – – –
AP
219
Agilis Partners
Massachusetts
$2.2M – – –
CPCM
220
Cardinal Point Capital Management
Ontario, Canada
$2.18M +$178K +3,860 +9%
GAM
221
Gotham Asset Management
New York
$2.18M +$2.18M +47,255 New
GIA
222
Gladstone Institutional Advisory
Florida
$2.14M +$528K +11,460 +33%
CSWM
223
Cassady Schiller Wealth Management
Ohio
$2.14M +$48.3K +1,048 +2%
EPWM
224
Essex Private Wealth Management
Massachusetts
$2.12M +$346K +7,521 +20%
SWM
225
SilverOak Wealth Management
Minnesota
$2.09M +$2.09M +45,378 New
7 8
9
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