FBND icon

Fidelity Total Bond ETF

279 hedge funds and large institutions have $2.42B invested in Fidelity Total Bond ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 62 reducing their positions, and 20 closing their positions.

Holders
279
Holders Change
+20
Holders Change %
+7.72%
% of All Funds
4.47%
Holding in Top 10
46
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+48.39%
% of All Funds
0.74%
New
44
Increased
155
Reduced
62
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
76
Powell Investment Advisors
Florida
$7.29M -$18.3K -396 -0.3%
WMR
77
Wealth Management Resources
Rhode Island
$7.02M +$188K +4,063 +3%
LIG
78
Lokken Investment Group
Delaware
$6.65M +$407K +8,843 +7%
SFG
79
Sunburst Financial Group
Alabama
$6.63M +$674K +14,663 +11%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$6.54M +$5.07M +110,162 +343%
AL
81
Aspiriant LLC
California
$5.92M -$6.63M -144,042 -53%
PWA
82
Physician Wealth Advisors
Utah
$5.88M +$614K +13,381 +12%
IWP
83
Insight Wealth Partners
Texas
$5.71M +$100K +2,178 +2%
CWM
84
CMH Wealth Management
New Hampshire
$5.53M +$362K +7,879 +7%
FCM
85
Family Capital Management
Michigan
$5.48M +$5.48M +119,199 New
AWA
86
Arkadios Wealth Advisors
Georgia
$5.3M +$903K +19,641 +21%
Creative Planning
87
Creative Planning
Kansas
$5.3M -$4.54M -98,708 -46%
OWM
88
Opes Wealth Management
California
$5.13M +$1.84M +40,099 +56%
CWM
89
Cornerstone Wealth Management
Missouri
$5.08M +$5.08M +110,451 New
VA
90
Valmark Advisers
Ohio
$5.01M +$237K +5,152 +5%
AFG
91
Allegheny Financial Group
Pennsylvania
$4.94M +$246K +5,352 +5%
FHC
92
First Heartland Consultants
Missouri
$4.92M +$1.14M +24,808 +30%
JJBC
93
James J. Burns & Company
New York
$4.83M -$1.18M -25,589 -20%
WIP
94
WealthCare Investment Partners
Rhode Island
$4.71M +$4.22M +91,798 +860%
ASN
95
Advisory Services Network
Georgia
$4.61M -$67.1K -1,459 -1%
FHA
96
Flagship Harbor Advisors
Massachusetts
$4.53M +$202K +4,398 +5%
HA
97
Hofer & Associates
California
$4.52M -$39K -867 -0.9%
LWMNY
98
Landmark Wealth Management (New York)
New York
$4.52M +$720K +15,655 +19%
TWC
99
TD Waterhouse Canada
Ontario, Canada
$4.49M +$585K +12,344 +15%
CWMU
100
Caliber Wealth Management (Utah)
Utah
$4.29M +$4.29M +93,306 New