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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 %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$5.65M -$4.42M -99,460 -44%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$5.65M +$452K +10,167 +9%
DAS
53
Dynamic Advisor Solutions
Arizona
$5.25M +$3.15M +70,914 +150%
FHA
54
Flagship Harbor Advisors
Massachusetts
$5.08M -$752K -16,929 -13%
HA
55
Hofer & Associates
California
$4.97M +$20K +451 +0.4%
OWA
56
Octavia Wealth Advisors
Ohio
$4.91M +$287K +6,441 +6%
ASN
57
Advisory Services Network
Georgia
$4.88M -$19K -427 -0.4%
AFG
58
Allegheny Financial Group
Pennsylvania
$4.8M -$201K -4,516 -4%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$4.77M -$1.59M -35,690 -25%
OWM
60
Opes Wealth Management
California
$4.68M +$1.77M +39,881 +61%
IDA
61
Intelligence Driven Advisers
California
$4.63M -$2M -44,794 -30%
CAN
62
Cetera Advisor Networks
California
$4.5M -$76.7K -1,727 -2%
CWM
63
CMH Wealth Management
New Hampshire
$4.41M -$10.1M -227,346 -70%
CWM
64
Capital Wealth Management
Rhode Island
$4.36M +$2.33M +52,487 +115%
SIA
65
Soltis Investment Advisors
Utah
$4.29M +$4.67K +105 +0.1%
AWA
66
Arkadios Wealth Advisors
Georgia
$4.25M +$1.58M +35,523 +59%
PAG
67
Private Advisor Group
New Jersey
$3.99M +$380K +8,559 +11%
AWS
68
Atria Wealth Solutions
New York
$3.97M +$800K +17,995 +25%
ST
69
Spinnaker Trust
Maine
$3.97M +$232K +5,232 +6%
TWC
70
TD Waterhouse Canada
Ontario, Canada
$3.96M -$163K -3,539 -4%
CG
71
Colony Group
Massachusetts
$3.78M -$983K -22,121 -21%
LWMNY
72
Landmark Wealth Management (New York)
New York
$3.76M +$3.76M +84,539 New
IWP
73
Insight Wealth Partners
Texas
$3.52M -$2.12M -47,615 -38%
VNA
74
Valley National Advisers
Pennsylvania
$3.44M -$8.87M -201,263 -72%
HIS
75
Horizon Investment Services
Indiana
$3.35M -$107K -2,406 -3%
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