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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 %
AA
101
Advisory Alpha
Michigan
$563K +$563K +10,734 New
KFAA
102
Klaas Financial Asset Advisors
Illinois
$561K -$216K -4,110 -28%
SWP
103
Stratos Wealth Partners
Ohio
$545K +$213K +4,070 +64%
SHIM
104
Stone House Investment Management
Pennsylvania
$542K – – –
BFA
105
Beaumont Financial Advisors
Massachusetts
$540K +$540K +10,309 New
AWA
106
Arkadios Wealth Advisors
Georgia
$532K +$65K +1,241 +14%
SS
107
Sunbelt Securities
Texas
$510K +$44.1K +842 +9%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$478K -$46.3K -883 -9%
JWCA
109
J.W. Cole Advisors
Florida
$474K +$40.6K +775 +9%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$447K +$447K +8,521 New
CIR
111
Clear Investment Research
Georgia
$444K – – –
JIC
112
JRM Investment Counsel
Nebraska
$443K +$86.7K +1,655 +24%
MCA
113
Magnolia Capital Advisors
Mississippi
$427K +$22.1K +421 +5%
EWF
114
Epstein & White Financial
California
$393K -$44.5K -853 -10%
NF
115
Nikulski Financial
Iowa
$361K – – –
CF
116
Centaurus Financial
California
$360K +$360K +6,878 New
AAS
117
Avantax Advisory Services
Texas
$356K +$356K +6,626 New
DP
118
Denver PWM
Colorado
$355K -$695K -12,709 -66%
KPWS
119
Kestra Private Wealth Services
Texas
$334K +$334K +6,372 New
PIA
120
Powell Investment Advisors
Florida
$324K – – –
OMC
121
Overbrook Management Corp
New York
$318K +$262 +5 +0.1%
Stifel Financial
122
Stifel Financial
Missouri
$318K +$30.3K +577 +11%
CIC
123
Carnegie Investment Counsel
Ohio
$303K +$303K +5,777 New
LNC
124
Lincoln National Corp
Pennsylvania
$289K +$26.6K +508 +10%
LW
125
Linscomb Wealth
Texas
$288K +$288K +5,495 New
3 4
5
6 7