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Fidelity Total Bond ETF
FBND

Overview Fund Activity

111 hedge funds and large institutions have $497M invested in Fidelity Total Bond ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+11
Holders Change %
+11%
% of All Funds
2.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
27
Increased
38
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CTB
Country Trust Bank
Illinois
+$116M
2
Citadel Advisors
Citadel Advisors
Florida
+$11.9M
3
RWP
RWA Wealth Partners
Massachusetts
+$11.8M
4
LI
LVZ Inc
Michigan
+$9.33M
5
LPL Financial
LPL Financial
California
+$2.67M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$14.6M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$13.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$11.6M
4
CWM
CMH Wealth Management
New Hampshire
-$8.43M
5
CS
Credit Suisse
Switzerland
-$6.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$996K +$100K +1,941 +11%
KOMWMG
52
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$958K +$88K +1,699 +10%
IA
53
IFP Advisors
Florida
$910K +$30.8K +600 +3%
EWF
54
Epstein & White Financial
California
$860K -$1.1M -21,269 -56%
OPS
55
Orion Portfolio Solutions
Nebraska
$812K +$812K +15,690 New
CPIA
56
Cornell Pochily Investment Advisors
New York
$798K +$148K +2,852 +23%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$771K -$85.1K -1,645 -10%
APW
58
Aurora Private Wealth
New Jersey
$762K +$762K +14,729 New
BAC
59
Boys Arnold & Co
North Carolina
$737K +$6.47K +125 +0.9%
WCG
60
Weaver Consulting Group
California
$731K +$731K +14,129 New
HCM
61
Howard Capital Management
Georgia
$683K +$683K +12,901 New
SHIM
62
Stone House Investment Management
Pennsylvania
$653K +$447K +8,634 +217%
RCAG
63
Rehmann Capital Advisory Group
Michigan
$551K +$551K +10,644 New
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$541K – – –
NF
65
Nikulski Financial
Iowa
$491K -$496K -9,578 -50%
CFG
66
Cooper Financial Group
California
$449K -$10.9K -211 -2%
MML Investors Services
67
MML Investors Services
Massachusetts
$393K -$60.7K -1,173 -13%
PIA
68
Powell Investment Advisors
Florida
$320K – – –
OMC
69
Overbrook Management Corp
New York
$311K +$362 +7 +0.1%
BWA
70
Beam Wealth Advisors
Louisiana
$310K -$854K -16,514 -73%
CA
71
Calton & Associates
Florida
$294K +$294K +5,681 New
KA
72
Kovack Advisors
Florida
$294K +$294K +5,685 New
Stifel Financial
73
Stifel Financial
Missouri
$267K -$22.4K -434 -8%
PCS
74
Personal CFO Solutions
New Jersey
$266K +$266K +5,132 New
Baird Financial Group
75
Baird Financial Group
Wisconsin
$256K +$256K +4,954 New
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