FBND icon

Fidelity Total Bond ETF

206 hedge funds and large institutions have $1.31B invested in Fidelity Total Bond ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+31
Holders Change %
+17.71%
% of All Funds
3.18%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
53
Increased
85
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
26
WestHill Financial Advisors
California
$12.6M +$140K +2,636 +1%
CFD
27
Creative Financial Designs
Indiana
$12.5M +$618K +11,665 +5%
NRI
28
NFP Retirement Inc
California
$12.5M +$681K +12,846 +6%
SPA
29
Sentinel Pension Advisors
Massachusetts
$12.4M +$827K +15,604 +7%
IWP
30
Insight Wealth Partners
Texas
$11.3M +$1.4M +26,366 +14%
MGWM
31
Marks Group Wealth Management
Minnesota
$10.4M +$312K +5,895 +3%
WA
32
WBH Advisory
Maryland
$9.86M +$3.79M +71,444 +62%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$9.2M -$12.1M -227,474 -57%
AAS
34
Ameritas Advisory Services
Nebraska
$8.92M +$8.92M +168,283 New
BBNB
35
Baker Boyer National Bank
Washington
$8.33M +$8.33M +157,038 New
WMR
36
Wealth Management Resources
Rhode Island
$8.1M +$8.1M +152,712 New
SXL
37
Summit X LLC
Missouri
$7.52M +$494K +9,325 +7%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$7.19M +$4.71M +88,892 +190%
RJA
39
Raymond James & Associates
Florida
$6.93M +$2.04M +38,433 +42%
LNC
40
Lincoln National Corp
Pennsylvania
$6.72M +$716K +13,495 +12%
AFG
41
Allegheny Financial Group
Pennsylvania
$6.58M +$134K +2,523 +2%
BEAM
42
Baker Ellis Asset Management
Washington
$6.4M +$517K +9,745 +9%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$5.95M +$32.3K +609 +0.5%
FHA
44
Flagship Harbor Advisors
Massachusetts
$5.8M +$5.8M +109,419 New
BRWA
45
B. Riley Wealth Advisors
Florida
$5.69M -$70.8K -1,336 -1%
SIA
46
Soltis Investment Advisors
Utah
$5.64M +$3.13K +59 +0.1%
PAG
47
Private Advisor Group
New Jersey
$5.6M -$765K -14,434 -12%
HA
48
Hofer & Associates
California
$5.48M +$5.48M +103,430 New
OWM
49
Opes Wealth Management
California
$5.32M +$517K +9,746 +11%
MML Investors Services
50
MML Investors Services
Massachusetts
$5.19M +$2.28M +43,048 +79%