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Fidelity Total Bond ETF
FBND

Overview Fund Activity

322 hedge funds and large institutions have $2.96B invested in Fidelity Total Bond ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 75 reducing their positions, and 14 closing their positions.

Holders
322
Holders Change
+43
Holders Change %
+15.41%
% of All Funds
5.08%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.8%
New
58
Increased
172
Reduced
75
Closed
14
Calls
$286K
Puts
–
Net Calls
+$286K
Net Calls Change
+$286K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$201M
2
Jane Street
2
Jane Street
New York
$48.1M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$67.3M
4
UBS Group
4
UBS Group
Switzerland
$100M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$88.4M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$19.1M
2
AAS
2
Ameritas Advisory Services
Nebraska
$883K
3
GWP
3
Gateway Wealth Partners
Wisconsin
$0
4
CRC
4
Catawba River Capital
South Carolina
$0
5
AWA
5
Arkadios Wealth Advisors
Georgia
$302K
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$23.7M +$2.7M +59,551 +13%
GIA
27
Goodwin Investment Advisory
Georgia
$23.3M +$111K +2,433 +0.5%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$22.1M +$11.9M +261,175 +116%
SFG
29
Sunburst Financial Group
Alabama
$22M +$15.5M +340,950 +237%
HighTower Advisors
30
HighTower Advisors
Illinois
$21.7M +$5.19M +114,208 +31%
SWM
31
Shakespeare Wealth Management
Wisconsin
$21.6M +$443K +9,760 +2%
CAM
32
CPA Asset Management
Florida
$21.6M +$1.24M +27,301 +6%
DAS
33
Dynamic Advisor Solutions
Arizona
$21.1M +$7.33M +161,442 +53%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$20.7M +$1.16M +25,477 +6%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$20.7M +$12.7M +280,607 +160%
DA
36
Drake & Associates
Wisconsin
$20.6M +$20.6M +453,050 New
SL
37
Systelligence LLC
Minnesota
$20.3M +$1.34M +29,607 +7%
CFD
38
Creative Financial Designs
Indiana
$20.3M +$9.79M +215,494 +93%
RW
39
Regimen Wealth
Georgia
$20.3M +$1.94M +42,817 +11%
NL
40
Navalign LLC
California
$19.9M +$1.24M +27,276 +7%
HNB
41
Huntington National Bank
Ohio
$19.1M -$35.2M – –
BCM
42
Brookstone Capital Management
Illinois
$19M +$236K +5,273 +1%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$18.3M +$920K +20,255 +5%
OWA
44
Octavia Wealth Advisors
Ohio
$16.7M +$1.19M +26,002 +8%
VNA
45
Valley National Advisers
Pennsylvania
$16.7M +$3.53M +77,726 +27%
SXL
46
Summit X LLC
Missouri
$16.3M -$344K -7,568 -2%
MSFS
47
Main Street Financial Solutions
Pennsylvania
$16.3M +$528K +11,621 +3%
RPGK
48
Retirement Planning Group (Kansas)
Kansas
$16M +$2.25M +49,552 +16%
NRI
49
NFP Retirement Inc
California
$15.8M +$1.18M +26,048 +8%
MWM
50
Mascoma Wealth Management
New Hampshire
$14.9M +$14.9M +331,597 New
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