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Fidelity Total Bond ETF
FBND

Overview Fund Activity

66 hedge funds and large institutions have $293M invested in Fidelity Total Bond ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
12
Increased
22
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
CMH Wealth Management
New Hampshire
+$16.4M
2
SS
Simplicity Solutions
Minnesota
+$14.4M
3
AWM
AE Wealth Management
Kansas
+$8.96M
4
Jane Street
Jane Street
New York
+$5.38M
5
HighTower Advisors
HighTower Advisors
Illinois
+$4.14M

Top Sellers

1
SWM
Shakespeare Wealth Management
Wisconsin
-$10.4M
2
LI
LVZ Inc
Michigan
-$5.08M
3
BAAM
Baker Avenue Asset Management
California
-$3.94M
4
LPWM
Lake Point Wealth Management
Texas
-$1.7M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$1.02M -$921K -18,428 -48%
AWA
27
Arete Wealth Advisors
Illinois
$937K – – –
RJA
28
Raymond James & Associates
Florida
$763K +$13.4K +269 +2%
AG
29
Advisor Group
Arizona
$755K +$211K +4,220 +39%
Morgan Stanley
30
Morgan Stanley
New York
$745K -$4.1K -82 -0.5%
DWM
31
Darwin Wealth Management
Florida
$692K +$692K +13,851 New
SPC
32
Sigma Planning Corp
Michigan
$669K +$58.7K +1,174 +10%
LNC
33
Lincoln National Corp
Pennsylvania
$593K +$326K +6,534 +122%
MML Investors Services
34
MML Investors Services
Massachusetts
$560K +$190K +3,807 +51%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$509K +$509K +10,185 New
PAI
36
Pittenger & Anderson Inc
Nebraska
$479K +$314K +6,283 +190%
CFG
37
Cooper Financial Group
California
$463K +$70.8K +1,418 +18%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$458K -$360K -7,193 -44%
CPIA
39
Cornell Pochily Investment Advisors
New York
$386K -$15.4K -308 -4%
TCM
40
Traynor Capital Management
Pennsylvania
$334K -$48.6K -974 -13%
KA
41
Kovack Advisors
Florida
$312K +$312K +6,242 New
CWM
42
CCG Wealth Management
California
$284K -$8.53K -171 -3%
CA
43
Calton & Associates
Florida
$260K -$811K -16,244 -76%
GIP
44
Greatmark Investment Partners
Georgia
$255K – – –
SFS
45
Sowell Financial Services
Arkansas
$247K +$247K +4,938 New
BAC
46
Boys Arnold & Co
North Carolina
$235K +$235K +4,710 New
KWMG
47
King Wealth Management Group
Florida
$234K +$234K +4,677 New
CIR
48
Clear Investment Research
Georgia
$233K +$210K +4,216 +925%
AC
49
Avestar Capital
New York
$183K +$65.3K +1,342 +55%
GWS
50
Glassman Wealth Services
Virginia
$99K – – –
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2
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