FBND icon

Fidelity Total Bond ETF
FBND

Overview Fund Activity

473 hedge funds and large institutions have $7.7B invested in Fidelity Total Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 282 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+8
Holders Change %
+1.72%
% of All Funds
6.88%
Holding in Top 10
96
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.09%
% of All Funds
1.4%
New
57
Increased
282
Reduced
97
Closed
37
Calls
$139K
Puts
$243K
Net Calls
-$104K
Net Calls Change
-$109K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$928M
2
UBS Group
UBS Group
Switzerland
+$62.7M
3
SFS
Summit Financial Strategies
Ohio
+$56.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$56M
5
DWM
Dynasty Wealth Management
Florida
+$49.2M

Top Sellers

1
SFA
Sequoia Financial Advisors
Ohio
-$83.9M
2
Jane Street
Jane Street
New York
-$27.7M
3
HNB
Huntington National Bank
Ohio
-$26.3M
4
FTA
Financial & Tax Architects
Missouri
-$16.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.05B +$928M +20,657,600 +735%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$554M -$13.9M -308,873 -2%
Bank of America
3
Bank of America
North Carolina
$425M +$31.5M +700,026 +8%
CTB
4
Country Trust Bank
Illinois
$268M +$30.2M +672,872 +13%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$209M +$56M +1,245,713 +37%
UBS Group
6
UBS Group
Switzerland
$202M +$62.7M +1,395,117 +45%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$172M +$37.1M +825,448 +28%
RA
8
RFG Advisory
Alabama
$166M +$5.01M +111,480 +3%
LWMT
9
Legacy Wealth Management (Tennessee)
Tennessee
$129M +$2.96M +65,956 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$115M -$13.2M -292,703 -10%
KAS
11
Kestra Advisory Services
Texas
$106M +$48.1M +1,101,954 +82%
BCP
12
Blue Chip Partners
Michigan
$106M +$6.01M +133,835 +6%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$105M +$9.06M +201,599 +9%
LPL Financial
14
LPL Financial
California
$98.1M +$11.9M +264,838 +14%
KIG
15
Kowal Investment Group
Wisconsin
$93.7M -$2.52M -56,167 -3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$88.7M -$16.1M -358,950 -15%
CAL
17
Capital Analysts LLC
Pennsylvania
$81.8M +$2.85M +63,529 +4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$76.8M +$14.8M +329,262 +24%
RWM
19
Ritholtz Wealth Management
New York
$76.1M -$195K -4,338 -0.3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$71.5M +$17.2M +383,302 +32%
MML Investors Services
21
MML Investors Services
Massachusetts
$68.2M +$4.3M +95,668 +7%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$67.4M +$8.36M +186,149 +14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$63.4M +$2.13M +47,315 +3%
OWA
24
Octavia Wealth Advisors
Ohio
$58.3M +$1.28M +28,282 +2%
SFS
25
Summit Financial Strategies
Ohio
$58.2M +$56.9M +1,266,595 +4,346%
1
2 3 4 5