FBND icon

Fidelity Total Bond ETF

206 hedge funds and large institutions have $1.31B invested in Fidelity Total Bond ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+31
Holders Change %
+17.71%
% of All Funds
3.18%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
53
Increased
85
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
126
Wipfli Financial Advisors
Wisconsin
$610K -$39.6K -747 -6%
MA
127
Mutual Advisors
Nebraska
$605K -$53.5K -1,010 -8%
FPOC
128
Financial Planners of Cleveland
Ohio
$605K +$605K +11,542 New
CAG
129
Curtis Advisory Group
California
$594K +$594K +11,200 New
AA
130
Advisory Alpha
Michigan
$586K +$1.54K +29 +0.3%
SWP
131
Stratos Wealth Partners
Ohio
$583K -$20.6K -389 -3%
JWCA
132
J.W. Cole Advisors
Florida
$564K -$451K -8,521 -44%
WCG
133
Weaver Consulting Group
California
$551K
CIBC World Market
134
CIBC World Market
Ontario, Canada
$540K +$123K +2,324 +30%
AAS
135
Avantax Advisory Services
Texas
$534K +$153K +2,882 +40%
CFGS
136
Concourse Financial Group Securities
Alabama
$525K +$100K +1,885 +24%
GC
137
Grimes & Company
Massachusetts
$523K +$523K +9,861 New
MCA
138
Magnolia Capital Advisors
Mississippi
$522K
RCAG
139
Rehmann Capital Advisory Group
Michigan
$503K -$26.6K -502 -5%
CIC
140
Carnegie Investment Counsel
Ohio
$492K -$82.1K -1,548 -14%
CWM
141
Congress Wealth Management
Massachusetts
$483K +$483K +9,116 New
CIR
142
Clear Investment Research
Georgia
$449K
RF
143
Rollins Financial
Georgia
$436K +$436K +8,224 New
FSWA
144
Financial Synergies Wealth Advisors
Texas
$432K +$432K +8,139 New
SHIM
145
Stone House Investment Management
Pennsylvania
$414K +$131K +2,479 +46%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$408K +$147K +2,774 +56%
JIC
147
JRM Investment Counsel
Nebraska
$398K +$140K +2,638 +54%
ES
148
Eagle Strategies
New York
$393K +$393K +7,414 New
KFAA
149
Klaas Financial Asset Advisors
Illinois
$387K -$65.8K -1,240 -15%
Bank of New York Mellon
150
Bank of New York Mellon
New York
$379K