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Fidelity Total Bond ETF
FBND

Overview Fund Activity

217 hedge funds and large institutions have $1.33B invested in Fidelity Total Bond ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.75%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
26
Increased
101
Reduced
68
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSFS
1
Main Street Financial Solutions
Pennsylvania
$14.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$12.4M
3
KIG
3
Kowal Investment Group
Wisconsin
$8.07M
4
BBNB
4
Baker Boyer National Bank
Washington
$11.8M
5
LPL Financial
5
LPL Financial
California
$18.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$21M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.6M
3
CWM
3
CMH Wealth Management
New Hampshire
$4.41M
4
MGWM
4
Marks Group Wealth Management
Minnesota
$0
5
VNA
5
Valley National Advisers
Pennsylvania
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$3.35M -$958K -21,569 -22%
AF
77
Allworth Financial
California
$3.17M -$312K -7,025 -9%
SC
78
Steph & Co
Wisconsin
$2.99M -$2.37M -53,297 -44%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$2.68M +$742K +16,693 +38%
CP
80
Capital Planning
Washington
$2.64M +$1.34M +30,085 +103%
Toronto Dominion Bank
81
Toronto Dominion Bank
Ontario, Canada
$2.58M -$1.87M -42,000 -42%
IF
82
IRON Financial
Illinois
$2.55M -$129K -2,914 -5%
DC
83
DeDora Capital
California
$2.52M +$2.52M +56,806 New
IWA
84
IBEX Wealth Advisors
New Jersey
$2.39M -$3.51K -79 -0.1%
WWM
85
Windsor Wealth Management
Indiana
$2.22M +$670K +15,093 +43%
PJSIMP
86
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.21M +$219K +5,020 +11%
FA
87
Fermata Advisors
California
$2.18M +$937K +21,094 +75%
ACG
88
Allen Capital Group
Nebraska
$2.16M -$506K -11,394 -19%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$2.03M -$495K -11,129 -20%
PGFC
90
Peapack-Gladstone Financial Corp
New Jersey
$2M – – –
TFS
91
Thoroughbred Financial Services
Tennessee
$1.96M +$43K +968 +2%
LWAC
92
Laurel Wealth Advisors (California)
California
$1.95M +$42.3K +951 +2%
AF
93
Apexium Financial
Texas
$1.81M +$550K +12,362 +44%
BWA
94
Beam Wealth Advisors
Louisiana
$1.8M +$573K +12,890 +47%
CWM
95
Comprehensive Wealth Management
Washington
$1.74M +$20.9K +471 +1%
OFP
96
OLIO Financial Planning
Virginia
$1.73M +$112K +2,518 +7%
WFA
97
Wipfli Financial Advisors
Wisconsin
$1.72M -$3.96M -88,886 -70%
AA
98
Ancora Advisors
Ohio
$1.7M -$412K -9,276 -19%
SW
99
SlateStone Wealth
Florida
$1.68M -$339K -7,619 -17%
KWMG
100
King Wealth Management Group
Florida
$1.67M -$40K -901 -2%
2 3
4
5 6