FBND icon

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 %
AWA
76
Arete Wealth Advisors
Illinois
$252K -$678K -13,128 -73%
CIR
77
Clear Investment Research
Georgia
$218K – – –
GIP
78
Greatmark Investment Partners
Georgia
$215K – – –
DP
79
Denver PWM
Colorado
$212K +$212K +4,144 New
EWM
80
EPG Wealth Management
Georgia
$209K +$209K +4,032 New
AW
81
ACG Wealth
Georgia
$202K +$202K +3,894 New
WEC
82
Winslow Evans & Crocker
Massachusetts
$198K -$8.59K -164 -4%
VFA
83
Valeo Financial Advisors
Indiana
$141K -$26.5K -500 -16%
APWM
84
Atlas Private Wealth Management
New York
$136K – – –
CWA
85
Core Wealth Advisors
Florida
$125K -$1.29K -25 -1%
Wells Fargo
86
Wells Fargo
California
$119K +$119K +2,288 +228,800%
GWS
87
Glassman Wealth Services
Virginia
$103K – – –
AIC
88
Ameritas Investment Company
Nebraska
$88K +$88K +1,708 New
PB
89
Pinnacle Bancorp
Nebraska
$86K – – –
FHA
90
Flagship Harbor Advisors
Massachusetts
$74K -$7.44K -144 -9%
PCM
91
Penserra Capital Management
California
$48K +$48K +918 New
NFG
92
Next Financial Group
Texas
$41K – – –
CFGS
93
Concourse Financial Group Securities
Alabama
$38K – – –
VCP
94
Verus Capital Partners
Arizona
$32K +$16.1K +310 +101%
LWM
95
Liberty Wealth Management
California
$27K +$53 +1 +0.2%
BWA
96
BDO Wealth Advisors
Florida
$26K +$26K +500 New
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$22K +$20.3K +400 +1,176%
S
98
SignatureFD
Georgia
$22K +$22K +424 New
IF
99
Ironwood Financial
Arizona
$17K -$14.7K -288 -46%
AAP
100
Arax Advisory Partners
Colorado
$17K +$17K +329 New
1 2 3
4
5