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Fidelity Total Bond ETF
FBND

Overview Fund Activity

279 hedge funds and large institutions have $2.42B invested in Fidelity Total Bond ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+20
Holders Change %
+7.72%
% of All Funds
4.47%
Holding in Top 10
46
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+48.39%
% of All Funds
0.74%
New
44
Increased
155
Reduced
62
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$142M
2
CTB
2
Country Trust Bank
Illinois
$220M
3
KIG
3
Kowal Investment Group
Wisconsin
$84.4M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$21.4M
5
RW
5
Regimen Wealth
Georgia
$19.9M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$9.67M
2
RA
2
Rational Advisors
New York
$0
3
HNB
3
Huntington National Bank
Ohio
$35.2M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$644
5
FTA
5
Financial & Tax Architects
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$4.27M +$124K +2,696 +3%
SC
102
Steph & Co
Wisconsin
$4.27M +$580K +12,616 +16%
ST
103
Spinnaker Trust
Maine
$3.94M +$171K +3,709 +5%
SIA
104
Soltis Investment Advisors
Utah
$3.81M -$60.6K -1,317 -2%
LOIP
105
Live Oak Investment Partners
Texas
$3.63M -$3.4M – –
OFP
106
OLIO Financial Planning
Virginia
$3.61M +$983K +21,369 +37%
CAN
107
Cetera Advisor Networks
California
$3.56M +$2.02M +43,900 +131%
HI
108
Harbour Investments
Wisconsin
$3.52M +$451K +9,802 +15%
ACA
109
Anchor Capital Advisors
Massachusetts
$3.48M +$429K +9,335 +14%
MTWM
110
Masso Torrence Wealth Management
New Jersey
$3.45M +$236K +5,122 +7%
CSPIA
111
Cary Street Partners Investment Advisory
Virginia
$3.39M +$3.39M +73,693 New
WAM
112
Weatherly Asset Management
California
$3.39M +$3.39M +73,398 New
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$3.35M -$20.7K -450 -0.6%
IWC
114
Integrated Wealth Concepts
Massachusetts
$3.34M +$3.09M +67,127 +1,249%
EA
115
Eudaimonia Advisors
Tennessee
$3.27M +$3.27M +70,982 New
SPA
116
Shore Point Advisors
New Jersey
$3.25M +$1.05M +22,770 +48%
SPC
117
Sigma Planning Corp
Michigan
$3.22M -$181K -3,926 -5%
CIC
118
Carnegie Investment Counsel
Ohio
$3.11M +$1.28M +27,822 +70%
YWS
119
Yarger Wealth Strategies
Ohio
$3.1M +$3.1M +67,475 New
PJSIMP
120
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3M +$889K +19,354 +42%
OMC
121
Old Mission Capital
Illinois
$2.87M +$2.87M +62,469 New
OFG
122
OmniStar Financial Group
North Carolina
$2.82M +$2.82M +61,289 New
AF
123
Allworth Financial
California
$2.62M +$655K +14,246 +33%
VWA
124
Visionary Wealth Advisors
Illinois
$2.51M +$922K +20,045 +58%
PA
125
PFG Advisors
Arizona
$2.48M +$1.82M +39,620 +276%
3 4
5
6 7