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Fidelity Total Bond ETF
FBND

Overview Fund Activity

322 hedge funds and large institutions have $2.96B invested in Fidelity Total Bond ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+43
Holders Change %
+15.41%
% of All Funds
5.08%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.8%
New
58
Increased
172
Reduced
75
Closed
14
Calls
$286K
Puts
–
Net Calls
+$286K
Net Calls Change
+$286K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$61.3M
2
Jane Street
Jane Street
New York
+$48.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$42M
4
UBS Group
UBS Group
Switzerland
+$29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$25.2M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$35.2M
2
AAS
Ameritas Advisory Services
Nebraska
-$9.96M
3
GWP
Gateway Wealth Partners
Wisconsin
-$9.29M
4
CRC
Catawba River Capital
South Carolina
-$7.47M
5
AWA
Arkadios Wealth Advisors
Georgia
-$4.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
251
Trustmark National Bank Trust Department
Mississippi
$386K +$386K +8,507 New
AssetMark Inc
252
AssetMark Inc
California
$382K +$3.68K +81 +1%
QCIG
253
Quad-Cities Investment Group
Iowa
$362K +$11.9K +262 +3%
SCA
254
Scott Capital Advisors
Oregon
$361K +$46.6K +1,026 +15%
CCG
255
Capital CS Group
California
$360K +$360K +7,928 New
Fidelity Investments
256
Fidelity Investments
Massachusetts
$358K +$358K +7,872 +60,554%
MCA
257
Magnolia Capital Advisors
Mississippi
$356K -$127K -2,800 -26%
FAG
258
Fortitude Advisory Group
Washington
$353K +$353K +7,762 New
DCM
259
Dudley Capital Management
Virginia
$346K – – –
NL
260
NWAM LLC
Washington
$342K +$11.6K +256 +4%
TCM
261
Towercrest Capital Management
Pennsylvania
$341K – – –
CAG
262
Curtis Advisory Group
California
$341K -$127K -2,795 -27%
KWS
263
Keystone Wealth Services
California
$336K -$66.5K -1,464 -17%
AWM
264
Aprio Wealth Management
Georgia
$333K +$333K +7,335 New
JSL
265
JT Stratford LLC
Georgia
$325K -$39K -858 -11%
MSCM
266
McElhenny Sheffield Capital Management
Texas
$322K +$322K +7,089 New
AAM
267
Advisors Asset Management
Colorado
$312K +$101K +2,213 +48%
CA
268
CGN Advisors
Kansas
$309K +$309K +6,812 New
AWA
269
Arkadios Wealth Advisors
Georgia
$302K -$4.93M -108,566 -94%
NCM
270
NCM Capital Management
New Jersey
$301K +$301K +6,633 New
SHIM
271
Stone House Investment Management
Pennsylvania
$301K +$14.6K +321 +5%
GJIA
272
Glass Jacobson Investment Advisors
Maryland
$293K +$293K +6,451 New
AA
273
Argent Advisors
Louisiana
$286K -$47.5K -1,045 -14%
BDFN
274
Bond & Devick Financial Network
Minnesota
$263K +$263K +5,784 New
Stifel Financial
275
Stifel Financial
Missouri
$260K +$260K +5,715 New
9 10
11
12 13