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Fidelity Total Bond ETF
FBND

Overview Fund Activity

63 hedge funds and large institutions have $233M invested in Fidelity Total Bond ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
16
Reduced
18
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
Shakespeare Wealth Management
Wisconsin
+$10.4M
2
HighTower Advisors
HighTower Advisors
Illinois
+$7.58M
3
VC
Vicus Capital
Pennsylvania
+$6.21M
4
EWF
Epstein & White Financial
California
+$5.78M
5
BAAM
Baker Avenue Asset Management
California
+$3.94M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$26.4M
2
SS
Simplicity Solutions
Minnesota
-$11.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.23M
4
MIAN
Mariner Independent Advisor Network
Kansas
-$2.59M
5
Wells Fargo
Wells Fargo
California
-$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
51
Winslow Evans & Crocker
Massachusetts
$32K +$32K +640 New
IF
52
Ironwood Financial
Arizona
$31K -$16.6K -344 -35%
CIR
53
Clear Investment Research
Georgia
$22K +$193 +4 +0.9%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
NFG
55
Next Financial Group
Texas
$17K – – –
AIM
56
Advantage Investment Management
Iowa
$17K +$17K +354 New
LWM
57
Liberty Wealth Management
California
$10K +$10K +208 New
QCIG
58
Quad-Cities Investment Group
Iowa
$7K – – –
AIC
59
Archer Investment Corporation
Indiana
$5K +$5K +108 New
MIM
60
Macroview Investment Management
Maryland
$4K – – –
JA
61
JOYN Advisors
Georgia
$3K – – –
US Bancorp
62
US Bancorp
Minnesota
$1K -$9.39K -169 -90%
3AM
63
3EDGE Asset Management
Florida
– -$26.4M -543,300 Closed
MIAN
64
Mariner Independent Advisor Network
Kansas
– -$2.59M -53,502 Closed
CL
65
Cabana LLC
Arkansas
– -$1.77M -36,332 Closed
FIA
66
Foundations Investment Advisors
Arizona
– -$1.75M -35,909 Closed
SXL
67
Summit X LLC
Missouri
– -$1.71M -35,101 Closed
AA
68
Advisory Alpha
Michigan
– -$1.42M -29,359 Closed
AFP
69
Ausdal Financial Partners
Iowa
– -$984K -20,245 Closed
Jane Street
70
Jane Street
New York
– -$861K -17,718 Closed
DWM
71
Darwin Wealth Management
Florida
– -$629K -12,865 Closed
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$520K -10,697 Closed
CA
73
Continuum Advisory
Idaho
– -$407K -8,370 Closed
EWMCB
74
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– -$306K -6,293 Closed
RCA
75
Rowland Carmichael Advisors
Arizona
– -$217K -4,471 Closed
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