FBND icon

Fidelity Total Bond ETF

465 hedge funds and large institutions have $6.13B invested in Fidelity Total Bond ETF in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 268 increasing their positions, 86 reducing their positions, and 22 closing their positions.

Holders
465
Holders Change
+51
Holders Change %
+12.32%
% of All Funds
6.74%
Holding in Top 10
88
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.64%
% of All Funds
1.28%
New
77
Increased
268
Reduced
86
Closed
22
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$573M 12,645,210 +1,195,092 +10%
Bank of America
2
Bank of America
North Carolina
$397M 8,767,804 +1,584,125 +22%
CTB
3
Country Trust Bank
Illinois
$240M 5,287,872 +901,651 +21%
RA
4
RFG Advisory
Alabama
$162M 3,578,128 +1,093,311 +44%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$154M 3,403,654 +395,879 +13%
UBS Group
6
UBS Group
Switzerland
$141M 3,105,962 +665,538 +27%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$136M 2,998,675 +351,675 +13%
Osaic Holdings
8
Osaic Holdings
Arizona
$129M 2,841,164 -282,533 -9%
Morgan Stanley
9
Morgan Stanley
New York
$127M 2,809,990 -1,043,494 -27%
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$127M 2,808,495 +101,951 +4%
SWM
11
Spire Wealth Management
Virginia
$123M 601,099 +10,936 +2%
SFA
12
Sequoia Financial Advisors
Ohio
$110M 2,437,462 +247,521 +11%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$106M 2,333,512 +720,943 +45%
BCP
14
Blue Chip Partners
Michigan
$101M 2,229,001 +130,871 +6%
KIG
15
Kowal Investment Group
Wisconsin
$97.1M 2,142,440 +51,773 +2%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$96.8M 2,136,692 +292,436 +16%
LPL Financial
17
LPL Financial
California
$86.9M 1,918,664 +452,231 +31%
CAL
18
Capital Analysts LLC
Pennsylvania
$79.6M 1,756,682 +157,319 +10%
RWM
19
Ritholtz Wealth Management
New York
$76.9M 1,697,764 -61,357 -3%
MML Investors Services
20
MML Investors Services
Massachusetts
$64.4M 1,422,274 +173,709 +14%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$62.5M 1,380,042 -156,659 -10%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$61.8M 1,363,736 +1,363,736 New
KAS
23
Kestra Advisory Services
Texas
$60.7M 1,338,674 +303,910 +29%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$59.5M 1,312,984 +378,008 +40%
OWA
25
Octavia Wealth Advisors
Ohio
$57.5M 1,264,258 +839,068 +197%