FBND icon

Fidelity Total Bond ETF
FBND

Overview Fund Activity

164 hedge funds and large institutions have $928M invested in Fidelity Total Bond ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+16
Holders Change %
+10.81%
% of All Funds
2.89%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
28
Increased
80
Reduced
34
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
+$53.3M
2
CTB
Country Trust Bank
Illinois
+$38.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$26.2M
4
UBS Group
UBS Group
Switzerland
+$11.6M
5
WFA
WestHill Financial Advisors
California
+$10.9M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$21.4M
2
RWP
RWA Wealth Partners
Massachusetts
-$18.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$7.43M
4
CAG
Compass Advisory Group
New York
-$6.48M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
76
Anchor Capital Advisors
Massachusetts
$1.44M +$431K +8,220 +43%
OPS
77
Orion Portfolio Solutions
Nebraska
$1.42M +$44.2K +843 +3%
TCM
78
Traynor Capital Management
Pennsylvania
$1.41M -$328K -6,252 -19%
EFS
79
Essex Financial Services
Connecticut
$1.39M +$497K +9,478 +55%
HCM
80
Howard Capital Management
Georgia
$1.31M +$206K +3,894 +19%
CWM
81
Comprehensive Wealth Management
Washington
$1.29M +$1.29M +24,657 New
CAG
82
Compass Advisory Group
New York
$1.29M -$6.48M -123,591 -83%
CPIA
83
Cornell Pochily Investment Advisors
New York
$1.28M +$109K +2,074 +9%
SWA
84
Stratos Wealth Advisors
Ohio
$1.27M -$1.21K -23 -0.1%
ANTB
85
AMG National Trust Bank
Colorado
$1.22M +$55.3K +1,055 +5%
LFAS
86
Level Four Advisory Services
Texas
$1.17M +$86.8K +1,656 +8%
Renaissance Technologies
87
Renaissance Technologies
New York
$1.14M -$3.07M -58,504 -73%
SFS
88
Sowell Financial Services
Arkansas
$1.1M +$217K +4,089 +25%
IA
89
IFP Advisors
Florida
$1.03M +$48.5K +927 +5%
CPWM
90
Cardinal Point Wealth Management
California
$1.03M +$189K +3,600 +23%
CW
91
CreativeOne Wealth
Kansas
$1.02M +$174K +3,327 +21%
PJSIMP
92
P.J. Schmidt Investment Management (PJS)
Wisconsin
$863K +$100K +1,901 +13%
MAG
93
Mayfair Advisory Group
Alabama
$790K +$158K +3,007 +25%
DBRC
94
D.B. Root & Company
Pennsylvania
$697K +$302K +5,766 +76%
RF
95
Rollins Financial
Georgia
$650K -$67K -1,279 -9%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$650K – – –
LWAC
97
Laurel Wealth Advisors (California)
California
$633K +$633K +12,081 New
Creative Planning
98
Creative Planning
Kansas
$590K +$590K +11,253 New
WCG
99
Weaver Consulting Group
California
$586K -$48.6K -928 -8%
RCAG
100
Rehmann Capital Advisory Group
Michigan
$575K +$35.3K +673 +7%
2 3
4
5 6