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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 %
GIA
101
Gladstone Institutional Advisory
Florida
$1.66M +$200K +4,497 +14%
LCC
102
Lincoln Capital Corp
Rhode Island
$1.66M +$11.8K +266 +0.7%
AWM
103
AE Wealth Management
Kansas
$1.66M +$212K +4,782 +15%
FSWA
104
Financial Synergies Wealth Advisors
Texas
$1.57M +$851K +19,164 +118%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$1.5M +$826K +18,574 +122%
VA
106
Valmark Advisers
Ohio
$1.46M +$276K +6,206 +23%
HI
107
Harbour Investments
Wisconsin
$1.46M – – –
ANTB
108
AMG National Trust Bank
Colorado
$1.45M +$90.6K +2,040 +7%
CSWM
109
Cassady Schiller Wealth Management
Ohio
$1.43M +$431K +9,693 +43%
VFM
110
Valley Financial Management
New York
$1.41M +$1.41M +31,561 New
VWA
111
Visionary Wealth Advisors
Illinois
$1.4M -$229K -5,162 -14%
AFM
112
Abbot Financial Management
Massachusetts
$1.3M +$1.3M +29,240 New
IA
113
IFP Advisors
Florida
$1.25M +$33.6K +691 +3%
DP
114
Denver PWM
Colorado
$1.17M +$6.1K +136 +0.5%
OPS
115
Orion Portfolio Solutions
Nebraska
$1.08M +$263K +5,924 +32%
FUBT
116
First United Bank & Trust
Maryland
$1.07M -$9.69K -218 -0.9%
FWM
117
Fortress Wealth Management
California
$1.06M -$974K -21,907 -48%
BRWA
118
B. Riley Wealth Advisors
Florida
$1.06M +$423K +9,519 +66%
ACA
119
Anchor Capital Advisors
Massachusetts
$1.06M -$593K -13,345 -36%
RA
120
RFG Advisory
Alabama
$991K -$430K -9,812 -30%
SWA
121
Stratos Wealth Advisors
Ohio
$973K +$325K +7,326 +50%
BFA
122
Beaumont Financial Advisors
Massachusetts
$942K +$89 +2 +0%
SS
123
Sunbelt Securities
Texas
$929K +$391K +8,808 +73%
SFWC
124
Strategic Family Wealth Counselors
New Jersey
$901K – – –
LNC
125
Lincoln National Corp
Pennsylvania
$887K -$3.96K -89 -0.4%
3 4
5
6 7