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Fidelity Total Bond ETF
FBND

Overview Fund Activity

259 hedge funds and large institutions have $3.29B invested in Fidelity Total Bond ETF in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 18 closing their positions.

Holders
259
Holders Change
+42
Holders Change %
+19.35%
% of All Funds
4.18%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.5%
New
64
Increased
102
Reduced
77
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.38B
2
RA
2
RFG Advisory
Alabama
$101M
3
BAAM
3
Baker Avenue Asset Management
California
$75.5M
4
KIG
4
Kowal Investment Group
Wisconsin
$59.4M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$56.6M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$9.09M
2
CTB
2
Country Trust Bank
Illinois
$186M
3
HNB
3
Huntington National Bank
Ohio
$23.2M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$12.3M
5
IDA
5
Intelligence Driven Advisers
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$3.3M 73,280 +12,987 +22%
OWM
102
Opes Wealth Management
California
$3.22M 71,488 -33,843 -32%
MTWM
103
Masso Torrence Wealth Management
New Jersey
$3.14M 69,846 +69,846 New
HI
104
Harbour Investments
Wisconsin
$3.01M 66,775 +35,391 +113%
ACA
105
Anchor Capital Advisors
Massachusetts
$2.98M 66,285 +42,525 +179%
GAM
106
Gould Asset Management
California
$2.8M 62,230 +62,230 New
OFP
107
OLIO Financial Planning
Virginia
$2.58M 57,203 +18,287 +47%
LWAC
108
Laurel Wealth Advisors (California)
California
$2.51M 55,643 +11,848 +27%
SAG
109
SageView Advisory Group
California
$2.43M 53,953 +53,953 New
Brown Advisory
110
Brown Advisory
Maryland
$2.36M 52,353 +52,353 New
IF
111
IRON Financial
Illinois
$2.32M 51,424 -5,989 -10%
IWA
112
IBEX Wealth Advisors
New Jersey
$2.21M 49,090 -4,653 -9%
SPA
113
Shore Point Advisors
New Jersey
$2.15M 47,801 +47,801 New
HIS
114
Horizon Investment Services
Indiana
$2.15M 47,729 -27,683 -37%
PJSIMP
115
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.07M 46,035 -4,686 -9%
DWM
116
Defined Wealth Management
Oregon
$2.05M 45,541 +45,541 New
CP
117
Capital Planning
Washington
$2.04M 45,187 -13,970 -24%
AF
118
Allworth Financial
California
$1.92M 42,676 -28,728 -40%
DP
119
Denver PWM
Colorado
$1.91M 42,437 +16,377 +63%
MWM
120
Maltin Wealth Management
New Jersey
$1.87M 41,645 +41,645 New
AF
121
Apexium Financial
Texas
$1.81M 40,195 -372 -0.9%
CIC
122
Carnegie Investment Counsel
Ohio
$1.79M 39,849 +30,975 +349%
CSWM
123
Cassady Schiller Wealth Management
Ohio
$1.76M 39,053 +6,943 +22%
TFS
124
Thoroughbred Financial Services
Tennessee
$1.66M 36,872 -7,261 -16%
Mariner
125
Mariner
Kansas
$1.65M 36,675 +36,675 New
3 4
5
6 7