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Fidelity Total Bond ETF
FBND

Overview Fund Activity

148 hedge funds and large institutions have $750M invested in Fidelity Total Bond ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+21
Holders Change %
+16.54%
% of All Funds
2.63%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
27
Increased
84
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CTB
Country Trust Bank
Illinois
+$18.6M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.67M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$7.49M
4
MGWM
Marks Group Wealth Management
Minnesota
+$7.21M
5
HAS
HBW Advisory Services
California
+$4.81M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$18.4M
2
AA
Argent Advisors
Louisiana
-$1.06M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$602K
4
CWA
Core Wealth Advisors
Florida
-$355K
5
Morgan Stanley
Morgan Stanley
New York
-$309K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
76
Howard Capital Management
Georgia
$1.13M -$121K -2,233 -10%
LFAS
77
Level Four Advisory Services
Texas
$1.13M +$862K +15,887 +327%
DP
78
Denver PWM
Colorado
$1.04M +$688K +12,709 +196%
ACA
79
Anchor Capital Advisors
Massachusetts
$1.04M +$297K +5,470 +40%
IA
80
IFP Advisors
Florida
$1.02M +$42.7K +787 +4%
EFS
81
Essex Financial Services
Connecticut
$928K +$928K +17,100 New
SFS
82
Sowell Financial Services
Arkansas
$900K +$8.09K +149 +0.9%
MA
83
Mutual Advisors
Nebraska
$882K +$134K +2,474 +18%
CW
84
CreativeOne Wealth
Kansas
$875K +$875K +16,137 New
CPWM
85
Cardinal Point Wealth Management
California
$866K +$866K +15,941 New
KFAA
86
Klaas Financial Asset Advisors
Illinois
$805K +$805K +14,809 New
DAS
87
Dynamic Advisor Solutions
Arizona
$802K +$380K +6,996 +90%
PJSIMP
88
P.J. Schmidt Investment Management (PJS)
Wisconsin
$778K +$20.5K +381 +3%
RF
89
Rollins Financial
Georgia
$742K +$742K +13,684 New
CAM
90
Cozad Asset Management
Illinois
$730K +$730K +13,465 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$672K +$79.3K +1,461 +13%
WCG
92
Weaver Consulting Group
California
$657K -$111K -2,047 -14%
MAG
93
Mayfair Advisory Group
Alabama
$652K +$71.7K +1,323 +12%
APW
94
Aurora Private Wealth
New Jersey
$624K -$2.5K -46 -0.4%
AWM
95
AE Wealth Management
Kansas
$611K +$150K +2,761 +32%
SS
96
Simplicity Solutions
Minnesota
$594K +$234K +4,318 +65%
RCAG
97
Rehmann Capital Advisory Group
Michigan
$558K +$16.4K +303 +3%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$543K -$5.1K -94 -0.9%
SHIM
99
Stone House Investment Management
Pennsylvania
$542K +$108 +2 +0%
AWA
100
Arkadios Wealth Advisors
Georgia
$484K +$191K +3,519 +65%
2 3
4
5 6