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Fidelity Total Bond ETF
FBND

Overview Fund Activity

221 hedge funds and large institutions have $1.56B invested in Fidelity Total Bond ETF in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
3.5%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.41%
New
37
Increased
90
Reduced
82
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAL
Capital Analysts LLC
Pennsylvania
$56.3M
2
BCM
Brookstone Capital Management
Illinois
$51.9M
3
MML Investors Services
MML Investors Services
Massachusetts
$47.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$32.7M
5
RA
Rational Advisors
New York
$26.8M

Top Sellers

1
BBA
Braun-Bostich & Associates
Pennsylvania
$0
2
HNB
Huntington National Bank
Ohio
$20.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14M
4
KAS
Kestra Advisory Services
Texas
$9.01M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAG
126
Mayfair Advisory Group
Alabama
$963K +$22.4K +450 +2%
DBRC
127
D.B. Root & Company
Pennsylvania
$939K +$20.2K +406 +2%
OFP
128
OLIO Financial Planning
Virginia
$939K +$939K +18,868 New
OPS
129
Orion Portfolio Solutions
Nebraska
$932K -$175K -3,524 -16%
CPWMP
130
Cardinal Point Wealth Management Partners
California
$932K +$106K +2,125 +13%
VCM
131
Virtue Capital Management
Tennessee
$917K -$380K -7,631 -29%
SCA
132
Sandy Cove Advisors
Massachusetts
$878K -$134K -2,700 -13%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$846K -$77K -1,548 -8%
CA
134
Cetera Advisors
Colorado
$830K +$552K +11,083 +198%
RCG
135
Regatta Capital Group
California
$799K -$932K -18,718 -54%
CWM
136
Capital Wealth Management
Rhode Island
$781K +$781K +15,702 New
BRWA
137
B. Riley Wealth Advisors
Florida
$776K -$4.57M -91,735 -85%
RA
138
Rise Advisors
New York
$773K -$73.5K -1,477 -9%
CAAS
139
Capital Asset Advisory Services
Michigan
$763K +$763K +15,301 New
JWCA
140
J.W. Cole Advisors
Florida
$696K +$166K +3,347 +31%
FA
141
Faithward Advisors
Pennsylvania
$694K +$694K +13,947 New
RFN
142
Redwood Financial Network
Ohio
$690K +$690K +13,863 New
EFL
143
ERn Financial LLC
Wisconsin
$683K -$14.9K -300 -2%
BWM
144
Boyd Wealth Management
California
$641K -$3.62M -72,730 -85%
AAS
145
Avantax Advisory Services
Texas
$638K +$134K +2,688 +27%
ERIC
146
Eagle Rock Investment Company
Georgia
$622K +$622K +12,497 New
CAG
147
Curtis Advisory Group
California
$611K +$53.7K +1,080 +10%
PIA
148
Powell Investment Advisors
Florida
$603K +$295K +5,915 +96%
EGA
149
Eagle Global Advisors
Texas
$589K – – –
AA
150
Advisory Alpha
Michigan
$551K +$1.49K +30 +0.3%
4 5
6
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