FBND icon

Fidelity Total Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
WA
101
Wambolt & Associates
Colorado
$744K +$744K +13,960 New
SFS
102
Sowell Financial Services
Arkansas
$722K -$382K -7,155 -35%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$662K -$160 -3 -0%
SWP
104
Stratos Wealth Partners
Ohio
$607K +$52.5K +984 +9%
AA
105
Advisory Alpha
Michigan
$586K +$13.3K +250 +2%
KFAA
106
Klaas Financial Asset Advisors
Illinois
$566K -$5.99K -112 -1%
WCG
107
Weaver Consulting Group
California
$558K -$39K -731 -7%
RCAG
108
Rehmann Capital Advisory Group
Michigan
$534K -$50.2K -941 -9%
JWCA
109
J.W. Cole Advisors
Florida
$531K +$48.9K +917 +10%
BFA
110
Beaumont Financial Advisors
Massachusetts
$508K -$42.3K -792 -8%
CIBC World Market
111
CIBC World Market
Ontario, Canada
$506K +$506K +9,484 New
LW
112
Linscomb Wealth
Texas
$495K +$202K +3,782 +69%
MCA
113
Magnolia Capital Advisors
Mississippi
$490K +$55.7K +1,045 +13%
RF
114
Rollins Financial
Georgia
$474K -$187K -3,511 -28%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$453K -$1.49K -28 -0.3%
CIR
116
Clear Investment Research
Georgia
$452K
CF
117
Centaurus Financial
California
$446K +$78.9K +1,479 +22%
SS
118
Sunbelt Securities
Texas
$426K -$95.5K -1,782 -18%
EWF
119
Epstein & White Financial
California
$396K -$5.65K -106 -1%
CIC
120
Carnegie Investment Counsel
Ohio
$391K +$83.2K +1,561 +27%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$380K -$105K -1,979 -22%
JIC
122
JRM Investment Counsel
Nebraska
$375K -$76.4K -1,431 -17%
PIA
123
Powell Investment Advisors
Florida
$330K
OMC
124
Overbrook Management Corp
New York
$323K +$266 +5 +0.1%
EGA
125
Eagle Global Advisors
Texas
$312K +$77.5K +1,455 +33%