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

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$9.67M
2
RA
2
Rational Advisors
New York
$0
3
HNB
3
Huntington National Bank
Ohio
$35.2M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$644
5
FTA
5
Financial & Tax Architects
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$11.7M +$1.88M +40,762 +19%
ACG
52
Allen Capital Group
Nebraska
$11.6M +$11.6M +252,837 New
HI
53
Horizon Investments
North Carolina
$11.6M +$2.52M +54,927 +28%
BWG
54
Beta Wealth Group
California
$11.2M +$11.2M +244,227 New
AAS
55
Ameritas Advisory Services
Nebraska
$11.2M -$679K -14,713 -6%
WWM
56
Windsor Wealth Management
Indiana
$11M +$4.72M +102,250 +75%
LW
57
Linscomb Wealth
Texas
$11M -$352K -7,657 -3%
CFD
58
Creative Financial Designs
Indiana
$10.6M +$229K +4,983 +2%
AWA
59
Amplius Wealth Advisors
Pennsylvania
$10.5M -$1.32M -28,760 -11%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$10.4M +$10.1M +220,644 +4,484%
DC
61
DeDora Capital
California
$10M +$4.26M +92,626 +74%
GPWA
62
Great Point Wealth Advisors
Massachusetts
$9.78M -$187K -4,075 -2%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$9.67M -$48.2M -1,047,318 -83%
SPA
64
Sentinel Pension Advisors
Massachusetts
$9.53M -$66.9K -1,442 -0.7%
GWP
65
Gateway Wealth Partners
Wisconsin
$9.29M +$122K +2,659 +1%
CA
66
Cetera Advisors
Colorado
$9.22M +$1.19M +25,783 +15%
RWP
67
RWA Wealth Partners
Massachusetts
$9.17M +$116K +2,522 +1%
CWM
68
Capital Wealth Management
Rhode Island
$8.7M +$2.82M +61,402 +48%
BEAM
69
Baker Ellis Asset Management
Washington
$8.53M +$592K +12,861 +7%
MA
70
Mutual Advisors
Nebraska
$8.18M +$1.66M +36,027 +25%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$8.07M +$2.21M +48,145 +38%
RT
72
Rockland Trust
Massachusetts
$7.98M -$3.13M -68,115 -28%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$7.76M +$4.05M +88,024 +109%
CRC
74
Catawba River Capital
South Carolina
$7.47M -$141K -3,072 -2%
PPW
75
Pasadena Private Wealth
California
$7.31M +$3.58M +77,718 +96%
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