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Fidelity Total Bond ETF
FBND

Overview Fund Activity

127 hedge funds and large institutions have $619M invested in Fidelity Total Bond ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+6
Holders Change %
+4.96%
% of All Funds
2.57%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
20
Increased
69
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
+$40.3M
2
Osaic Holdings
Osaic Holdings
Arizona
+$13.6M
3
NNP
Nachman Norwood & Parrott
South Carolina
+$13.4M
4
PAI
Pittenger & Anderson Inc
Nebraska
+$6.86M
5
CFD
Creative Financial Designs
Indiana
+$6.74M

Top Sellers

1
CWG
Cornerstone Wealth Group
North Carolina
-$27.2M
2
HNB
Huntington National Bank
Ohio
-$17.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$15.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$10.1M
5
IWP
Insight Wealth Partners
Texas
-$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
76
Bank of New York Mellon
New York
$552K -$263K -4,809 -32%
SHIM
77
Stone House Investment Management
Pennsylvania
$546K -$172K -3,147 -24%
RCAG
78
Rehmann Capital Advisory Group
Michigan
$546K -$27K -494 -5%
DWM
79
Darwin Wealth Management
Florida
$518K -$477K -8,745 -48%
MGWM
80
Marks Group Wealth Management
Minnesota
$497K +$497K +9,095 New
AWM
81
AE Wealth Management
Kansas
$464K +$464K +8,499 New
CIR
82
Clear Investment Research
Georgia
$457K – – –
EWF
83
Epstein & White Financial
California
$453K -$82.2K -1,501 -15%
DAS
84
Dynamic Advisor Solutions
Arizona
$426K +$426K +7,788 New
NF
85
Nikulski Financial
Iowa
$400K – – –
SS
86
Simplicity Solutions
Minnesota
$362K +$362K +6,623 New
DP
87
Denver PWM
Colorado
$355K +$128K +2,337 +56%
JIC
88
JRM Investment Counsel
Nebraska
$352K +$352K +6,433 New
PIA
89
Powell Investment Advisors
Florida
$338K – – –
MCA
90
Magnolia Capital Advisors
Mississippi
$333K +$333K +6,100 New
SS
91
Sunbelt Securities
Texas
$332K +$60.8K +1,114 +22%
OMC
92
Overbrook Management Corp
New York
$329K +$327 +6 +0.1%
AWA
93
Arkadios Wealth Advisors
Georgia
$296K +$219 +4 +0.1%
KA
94
Kovack Advisors
Florida
$290K – – –
AWA
95
Arete Wealth Advisors
Illinois
$266K – – –
LFAS
96
Level Four Advisory Services
Texas
$266K +$266K +4,862 New
BCA
97
Bay Colony Advisors
Massachusetts
$260K +$260K +4,760 New
BFA
98
Beaumont Financial Advisors
Massachusetts
$257K -$8.19K -150 -3%
Stifel Financial
99
Stifel Financial
Missouri
$249K +$1.2K +22 +0.5%
Lido Advisors
100
Lido Advisors
California
$243K +$243K +4,433 New
2 3
4
5 6