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Fidelity Total Bond ETF
FBND

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.31B
2
MG
2
Mather Group
Illinois
$166M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$209M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$98M
5
CA
5
Crane Advisory
California
$50.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
HNB
2
Huntington National Bank
Ohio
$29.3M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$32.5M
4
SFA
4
Sequoia Financial Advisors
Ohio
$11.7M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
201
Clarity Wealth Advisors
California
$5.27M +$1.75M +37,417 +50%
ASN
202
Advisory Services Network
Georgia
$5.26M – – –
SB
203
Strategic Blueprint
Georgia
$5.2M +$1.77M +37,938 +52%
OFP
204
OLIO Financial Planning
Virginia
$5.16M – – –
PCIA
205
Prime Capital Investment Advisors
Kansas
$5.14M +$667K +14,272 +15%
CA
206
Crumly & Associates
Illinois
$5.05M +$1.96M +41,898 +63%
HIS
207
Horizon Investment Services
Indiana
$5.04M +$1.9M +40,664 +61%
MWA
208
Merkkuri Wealth Advisors
New York
$4.88M +$713K +15,250 +17%
MWP
209
Madison Wealth Partners
Wisconsin
$4.82M +$209K +4,482 +5%
TCM
210
TD Capital Management
Tennessee
$4.8M +$401K +8,583 +9%
DADC
211
D.A. Davidson & Co
Montana
$4.63M +$1.45M +31,105 +46%
BCI
212
Brinker Capital Investments
Pennsylvania
$4.63M +$925K +19,790 +25%
OPS
213
Orion Portfolio Solutions
Nebraska
$4.63M +$925K +19,790 +25%
TWC
214
TD Waterhouse Canada
Ontario, Canada
$4.62M -$86.2K -1,839 -2%
TA
215
TrueWealth Advisors
Alabama
$4.62M +$4.62M +98,793 New
AWE
216
Avidian Wealth Enterprises
Texas
$4.55M -$71.3K -1,526 -2%
WA
217
Waverly Advisors
Alabama
$4.49M -$26K -556 -0.6%
VWA
218
Visionary Wealth Advisors
Illinois
$4.45M +$556K +11,903 +14%
RSWM
219
Robertson Stephens Wealth Management
California
$4.32M +$4.32M +92,264 New
PA
220
Paragon Advisors
Texas
$4.18M +$159K +3,399 +4%
FHA
221
Flagship Harbor Advisors
Massachusetts
$4.13M +$4.13M +88,343 New
ALC
222
Alexander Labrunerie & Co
Missouri
$4.08M +$4.08M +87,267 New
SF
223
Slagle Financial
Illinois
$4.06M +$517K +11,066 +15%
RMF
224
Red Mountain Financial
Colorado
$3.99M +$233K +4,978 +6%
MCM
225
Maple Capital Management
Vermont
$3.9M +$241K +5,164 +7%
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