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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 %
SS
101
Sunbelt Securities
Texas
$482K +$152K +2,805 +46%
CIR
102
Clear Investment Research
Georgia
$460K – – –
EWF
103
Epstein & White Financial
California
$455K +$6.61K +122 +1%
JWCA
104
J.W. Cole Advisors
Florida
$449K +$449K +8,271 New
MCA
105
Magnolia Capital Advisors
Mississippi
$419K +$88.4K +1,631 +27%
DBRC
106
D.B. Root & Company
Pennsylvania
$409K +$409K +7,543 New
CWA
107
Clearview Wealth Advisors
Oregon
$401K +$401K +7,388 New
NF
108
Nikulski Financial
Iowa
$374K -$23.7K -436 -6%
JIC
109
JRM Investment Counsel
Nebraska
$369K +$19.9K +366 +6%
SWP
110
Stratos Wealth Partners
Ohio
$343K +$145K +2,678 +73%
PIA
111
Powell Investment Advisors
Florida
$335K – – –
OMC
112
Overbrook Management Corp
New York
$328K +$1.35K +25 +0.4%
DWM
113
Darwin Wealth Management
Florida
$317K -$197K -3,639 -38%
Stifel Financial
114
Stifel Financial
Missouri
$297K +$49.9K +921 +20%
KA
115
Kovack Advisors
Florida
$288K – – –
LNC
116
Lincoln National Corp
Pennsylvania
$272K +$35.7K +657 +15%
AWA
117
Arete Wealth Advisors
Illinois
$264K – – –
GIP
118
Greatmark Investment Partners
Georgia
$225K – – –
LGA
119
Lebenthal Global Advisors
New York
$217K +$217K +4,000 New
FFC
120
Fure Financial Corporation
Minnesota
$178K +$178K +2,158 New
VFA
121
Valeo Financial Advisors
Indiana
$144K – – –
APWM
122
Atlas Private Wealth Management
New York
$142K – – –
AL
123
ADE LLC
Maryland
$114K +$114K +2,107 New
AWM
124
Accel Wealth Management
Iowa
$113K +$113K +2,075 New
GWS
125
Glassman Wealth Services
Virginia
$108K – – –
3 4
5
6 7