FBND icon

Fidelity Total Bond ETF
FBND

Overview Fund Activity

174 hedge funds and large institutions have $1.05B invested in Fidelity Total Bond ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
3.04%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
25
Increased
85
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.6M
2
KOMWMG
2
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$20.9M
3
UBS Group
3
UBS Group
Switzerland
$39.2M
4
Bank of America
4
Bank of America
North Carolina
$22.7M
5
Jane Street
5
Jane Street
New York
$9.79M

Top Sellers

1
AIC
1
Ameritas Investment Company
Nebraska
$5.09M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.7M
3
HNB
3
Huntington National Bank
Ohio
$22.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$18.7M
5
HAS
5
HBW Advisory Services
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$1.77M -$413K -7,745 -19%
CRCM
77
Corbett Road Capital Management
Virginia
$1.75M -$336K -6,296 -16%
ACA
78
Anchor Capital Advisors
Massachusetts
$1.66M +$200K +3,755 +14%
OPS
79
Orion Portfolio Solutions
Nebraska
$1.47M +$27.6K +518 +2%
EFS
80
Essex Financial Services
Connecticut
$1.39M – – –
CPIA
81
Cornell Pochily Investment Advisors
New York
$1.38M +$81.8K +1,534 +6%
DP
82
Denver PWM
Colorado
$1.38M +$1.03M +19,378 +298%
SWA
83
Stratos Wealth Advisors
Ohio
$1.28M -$11.7K -220 -0.9%
LNC
84
Lincoln National Corp
Pennsylvania
$1.24M +$944K +17,692 +321%
ANTB
85
AMG National Trust Bank
Colorado
$1.22M -$22.7K -425 -2%
CAG
86
Compass Advisory Group
New York
$1.22M -$88.8K -1,666 -7%
LFAS
87
Level Four Advisory Services
Texas
$1.21M +$12.5K +235 +1%
CW
88
CreativeOne Wealth
Kansas
$1.13M +$91.9K +1,724 +9%
IA
89
IFP Advisors
Florida
$1.1M +$46.3K +867 +4%
CPWM
90
Cardinal Point Wealth Management
California
$1.06M +$16K +300 +2%
LWAC
91
Laurel Wealth Advisors (California)
California
$1.02M +$374K +7,005 +58%
OMC
92
Old Mission Capital
Illinois
$967K -$1.4M -26,238 -59%
AWA
93
Arkadios Wealth Advisors
Georgia
$941K +$400K +7,499 +74%
PJSIMP
94
P.J. Schmidt Investment Management (PJS)
Wisconsin
$917K +$38.5K +717 +4%
TFS
95
Thoroughbred Financial Services
Tennessee
$914K +$914K +17,131 New
MAG
96
Mayfair Advisory Group
Alabama
$910K +$109K +2,037 +14%
CWMU
97
Caliber Wealth Management (Utah)
Utah
$820K -$3.32M -62,182 -80%
WFA
98
Wipfli Financial Advisors
Wisconsin
$800K +$800K +15,007 New
DBRC
99
D.B. Root & Company
Pennsylvania
$778K +$68.8K +1,292 +10%
Creative Planning
100
Creative Planning
Kansas
$764K +$164K +3,066 +27%
2 3
4
5 6