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Fidelity Total Bond ETF
FBND

Overview Fund Activity

259 hedge funds and large institutions have $3.29B invested in Fidelity Total Bond ETF in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+42
Holders Change %
+19.35%
% of All Funds
4.18%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.5%
New
64
Increased
102
Reduced
77
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.38B
2
RA
2
RFG Advisory
Alabama
$101M
3
BAAM
3
Baker Avenue Asset Management
California
$75.5M
4
KIG
4
Kowal Investment Group
Wisconsin
$59.4M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$56.6M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$9.09M
2
CTB
2
Country Trust Bank
Illinois
$186M
3
HNB
3
Huntington National Bank
Ohio
$23.2M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$12.3M
5
IDA
5
Intelligence Driven Advisers
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
251
Concord Wealth Partners
Virginia
$9.78K +$9.78K +217 New
ZIG
252
Zullo Investment Group
Pennsylvania
$9K – – –
BAM
253
Belpointe Asset Management
Nevada
$7.11K +$7.11K +158 New
LFG
254
Larson Financial Group
Missouri
$6.12K -$13.3K -296 -69%
PTC
255
Private Trust Company
Ohio
$5K – – –
KHC
256
Koesten Hirschmann & Crabtree
Kansas
$2.57K +$2.57K +57 New
EE
257
EWG Elevate
California
$1.76K +$1.76K +39 New
AIC
258
Archer Investment Corporation
Indiana
$1.22K – – –
Fidelity Investments
259
Fidelity Investments
Massachusetts
$180 -$135 -3 -43%
PP
260
PFS Partners
New Jersey
$91 – – –
GWSA
261
Global Wealth Strategies & Associates
Colorado
$14 – – –
IDA
262
Intelligence Driven Advisers
California
– -$4.63M -103,758 Closed
ACG
263
Allen Capital Group
Nebraska
– -$2.16M -48,640 Closed
BWA
264
Beam Wealth Advisors
Louisiana
– -$1.8M -40,576 Closed
SFWC
265
Strategic Family Wealth Counselors
New Jersey
– -$901K -20,285 Closed
PFA
266
Professional Financial Advisors
Nebraska
– -$887K -19,970 Closed
CA
267
CGN Advisors
Kansas
– -$708K -15,934 Closed
SC
268
Scotia Capital
Ontario, Canada
– -$440K -9,900 Closed
WIM
269
Warwick Investment Management
Texas
– -$210K -4,732 Closed
MYIA
270
Mount Yale Investment Advisors
Colorado
– -$204K -4,597 Closed
SOS
271
Silver Oak Securities
Tennessee
– -$181K -4,156 Closed
KFAA
272
Klaas Financial Asset Advisors
Illinois
– -$108K -2,426 Closed
ODG
273
O'Dell Group
Ohio
– -$85K -1,924 Closed
FP
274
Financial Perspectives
Minnesota
– -$83.4K -1,878 Closed
SPIA
275
Steward Partners Investment Advisory
New York
– -$30K -664 Closed
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