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Fidelity Total Bond ETF
FBND

Overview Fund Activity

63 hedge funds and large institutions have $233M invested in Fidelity Total Bond ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
16
Reduced
18
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
Shakespeare Wealth Management
Wisconsin
+$10.4M
2
HighTower Advisors
HighTower Advisors
Illinois
+$7.58M
3
VC
Vicus Capital
Pennsylvania
+$6.21M
4
EWF
Epstein & White Financial
California
+$5.78M
5
BAAM
Baker Avenue Asset Management
California
+$3.94M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$26.4M
2
SS
Simplicity Solutions
Minnesota
-$11.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.23M
4
MIAN
Mariner Independent Advisor Network
Kansas
-$2.59M
5
Wells Fargo
Wells Fargo
California
-$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$926K +$926K +19,090 New
AWA
27
Arete Wealth Advisors
Illinois
$910K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$794K +$459K +9,456 +137%
RJA
29
Raymond James & Associates
Florida
$728K -$147K -3,028 -17%
Morgan Stanley
30
Morgan Stanley
New York
$727K -$44.4K -916 -6%
JIP
31
Jaffetilchin Investment Partners
Florida
$722K +$722K +14,877 New
SPC
32
Sigma Planning Corp
Michigan
$593K -$187K -3,849 -24%
AG
33
Advisor Group
Arizona
$528K +$528K +10,877 New
CPIA
34
Cornell Pochily Investment Advisors
New York
$390K -$36K -743 -8%
CFG
35
Cooper Financial Group
California
$381K +$381K +7,851 New
TCM
36
Traynor Capital Management
Pennsylvania
$372K +$40.9K +843 +12%
MML Investors Services
37
MML Investors Services
Massachusetts
$359K +$19.9K +410 +6%
CWM
38
CCG Wealth Management
California
$285K +$285K +5,865 New
LNC
39
Lincoln National Corp
Pennsylvania
$259K +$42K +865 +19%
TSS
40
Two Sigma Securities
New York
$253K +$253K +5,222 New
GIP
41
Greatmark Investment Partners
Georgia
$248K -$15.8K -325 -6%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$236K +$236K +4,853 New
PO
43
Private Ocean
California
$181K – – –
PAI
44
Pittenger & Anderson Inc
Nebraska
$160K +$160K +3,306 New
CFD
45
Creative Financial Designs
Indiana
$122K +$4.18K +86 +4%
AC
46
Avestar Capital
New York
$115K -$144K -3,038 -56%
PB
47
Pinnacle Bancorp
Nebraska
$100K +$100K +2,051 New
GWS
48
Glassman Wealth Services
Virginia
$96K – – –
Wells Fargo
49
Wells Fargo
California
$42K -$1.92M -39,981 -98%
SMFS
50
Squar Milner Financial Services
California
$38K – – –
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