FBND icon

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.

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
SHFA
5
Sherrill & Hutchins Financial Advisory
Georgia
$33.5M

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
SL
4
Systelligence LLC
Minnesota
$0
5
PWP
5
Principle Wealth Partners
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$527M 11,450,118 +9,363,276 +449%
Bank of America
2
Bank of America
North Carolina
$331M 7,183,679 +1,252,654 +21%
CTB
3
Country Trust Bank
Illinois
$202M 4,386,221 -517,956 -11%
Morgan Stanley
4
Morgan Stanley
New York
$177M 3,853,484 +3,085,282 +402%
Osaic Holdings
5
Osaic Holdings
Arizona
$144M 3,123,697 -708 -0%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$138M 3,007,775 +591 +0%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$125M 2,706,544 -66,187 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$122M 2,647,000 +628,777 +31%
RA
9
RFG Advisory
Alabama
$114M 2,484,817 -595,761 -19%
UBS Group
10
UBS Group
Switzerland
$112M 2,440,424 +18,964 +0.8%
SFA
11
Sequoia Financial Advisors
Ohio
$101M 2,189,941 +237,581 +12%
BCP
12
Blue Chip Partners
Michigan
$96.6M 2,098,130 -55,647 -3%
KIG
13
Kowal Investment Group
Wisconsin
$96.3M 2,090,667 -3,799 -0.2%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$84.9M 1,844,256 +475,929 +35%
Jane Street
15
Jane Street
New York
$84.1M 1,827,688 +114,587 +7%
RWM
16
Ritholtz Wealth Management
New York
$81M 1,759,121 +130,012 +8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$74.2M 1,612,569 +174,481 +12%
CAL
18
Capital Analysts LLC
Pennsylvania
$73.6M 1,599,363 -75,094 -4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$70.8M 1,536,701 +697,993 +83%
LPL Financial
20
LPL Financial
California
$67.5M 1,466,433 +204,881 +16%
MML Investors Services
21
MML Investors Services
Massachusetts
$57.5M 1,248,565 +290,491 +30%
KAS
22
Kestra Advisory Services
Texas
$47.6M 1,034,764 +302,577 +41%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$43M 934,976 +548,396 +142%
SFG
24
Sunburst Financial Group
Alabama
$41.9M 909,397 +92,675 +11%
RJA
25
Raymond James & Associates
Florida
$37.3M 809,645 +138,211 +21%
1
2 3 4 5