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Fidelity Total Bond ETF
FBND

Overview Fund Activity

217 hedge funds and large institutions have $1.33B invested in Fidelity Total Bond ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.75%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
26
Increased
101
Reduced
68
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSFS
1
Main Street Financial Solutions
Pennsylvania
$14.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$12.4M
3
KIG
3
Kowal Investment Group
Wisconsin
$8.07M
4
BBNB
4
Baker Boyer National Bank
Washington
$11.8M
5
LPL Financial
5
LPL Financial
California
$18.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$21M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.6M
3
CWM
3
CMH Wealth Management
New Hampshire
$4.41M
4
MGWM
4
Marks Group Wealth Management
Minnesota
$0
5
VNA
5
Valley National Advisers
Pennsylvania
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNB
26
Baker Boyer National Bank
Washington
$11.8M +$5.95M +133,904 +102%
AAS
27
Ameritas Advisory Services
Nebraska
$10.7M +$669K +15,051 +7%
AL
28
Aspiriant LLC
California
$10.6M -$3.62M -81,551 -25%
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$10.4M -$2.01M -45,235 -16%
CFD
30
Creative Financial Designs
Indiana
$10.3M +$184K +4,146 +2%
WA
31
WBH Advisory
Maryland
$10.2M +$910K +20,472 +10%
HighTower Advisors
32
HighTower Advisors
Illinois
$9.91M -$942K -21,209 -9%
GPWA
33
Great Point Wealth Advisors
Massachusetts
$9.84M +$2.28M +51,306 +30%
LW
34
Linscomb Wealth
Texas
$9.73M +$787K +17,717 +9%
SPA
35
Sentinel Pension Advisors
Massachusetts
$9.69M +$320K +7,197 +3%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$9.54M +$356K +7,988 +4%
SXL
37
Summit X LLC
Missouri
$8.8M +$1.82M +40,908 +26%
RT
38
Rockland Trust
Massachusetts
$8.4M +$1.33M +29,989 +19%
KIG
39
Kowal Investment Group
Wisconsin
$8.07M +$8.07M +181,570 New
PAI
40
Pittenger & Anderson Inc
Nebraska
$7.96M -$528K -11,885 -6%
RJA
41
Raymond James & Associates
Florida
$7.59M +$70.5K +1,586 +0.9%
BEAM
42
Baker Ellis Asset Management
Washington
$7.58M +$519K +11,677 +7%
KAS
43
Kestra Advisory Services
Texas
$7.32M +$61.4K +1,383 +0.8%
RA
44
Rational Advisors
New York
$7.01M -$7.87M -177,237 -53%
FFS
45
Founders Financial Securities
Maryland
$6.39M +$48.7K +1,096 +0.8%
HI
46
Horizon Investments
North Carolina
$6.37M +$45.8K +1,034 +0.7%
WMR
47
Wealth Management Resources
Rhode Island
$6.29M +$162K +3,644 +3%
JJBC
48
James J. Burns & Company
New York
$6.12M +$6.12M +137,828 New
CA
49
Cetera Advisors
Colorado
$5.83M +$2.93M +65,945 +101%
LIG
50
Lokken Investment Group
Delaware
$5.7M +$5.7M +128,336 New
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