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Fidelity Total Bond ETF
FBND

Overview Fund Activity

279 hedge funds and large institutions have $2.42B invested in Fidelity Total Bond ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+20
Holders Change %
+7.72%
% of All Funds
4.47%
Holding in Top 10
46
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+48.39%
% of All Funds
0.74%
New
44
Increased
155
Reduced
62
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$142M
2
CTB
Country Trust Bank
Illinois
$220M
3
KIG
Kowal Investment Group
Wisconsin
$84.4M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
$21.4M
5
RW
Regimen Wealth
Georgia
$19.9M

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$9.67M
2
RA
Rational Advisors
New York
$0
3
HNB
Huntington National Bank
Ohio
$35.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$644
5
FTA
Financial & Tax Architects
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$21.2M +$702K +15,301 +3%
CAM
27
CPA Asset Management
Florida
$20.6M +$138K +3,000 +0.7%
RW
28
Regimen Wealth
Georgia
$19.9M +$19.9M +403,045 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$19.8M -$942K -20,487 -5%
SL
30
Systelligence LLC
Minnesota
$19.2M +$12.5M +272,515 +189%
BCM
31
Brookstone Capital Management
Illinois
$19.2M -$1.69M -36,934 -8%
NL
32
Navalign LLC
California
$18.9M +$1.34M +29,153 +8%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$17.6M -$1.81M -39,432 -9%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$17.1M +$4.94M +107,433 +41%
Morgan Stanley
35
Morgan Stanley
New York
$16.9M +$1.02M +22,238 +6%
SXL
36
Summit X LLC
Missouri
$16.8M +$9.62M +209,071 +133%
HighTower Advisors
37
HighTower Advisors
Illinois
$16.7M +$6.24M +135,587 +59%
MSFS
38
Main Street Financial Solutions
Pennsylvania
$15.9M +$978K +21,263 +7%
OWA
39
Octavia Wealth Advisors
Ohio
$15.7M +$9.98M +216,278 +175%
GC
40
Gratus Capital
Georgia
$15.4M -$210K -4,556 -1%
NRI
41
NFP Retirement Inc
California
$14.8M +$1.05M +22,783 +8%
PWP
42
Principle Wealth Partners
Connecticut
$14M +$4.23M +92,046 +44%
RPGK
43
Retirement Planning Group (Kansas)
Kansas
$14M +$1.42M +30,775 +11%
DAS
44
Dynamic Advisor Solutions
Arizona
$13.9M +$4.1M +89,191 +42%
WA
45
WBH Advisory
Maryland
$13.5M +$13.5M +293,563 New
BBNB
46
Baker Boyer National Bank
Washington
$13.4M +$741K +16,103 +6%
VNA
47
Valley National Advisers
Pennsylvania
$13.3M +$1.99M +43,173 +18%
IA
48
IAM Advisory
Pennsylvania
$12M +$12M +260,560 New
OAM
49
Occidental Asset Management
California
$11.9M +$11.9M +259,215 New
FFS
50
Founders Financial Securities
Maryland
$11.8M +$2.72M +59,039 +30%
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