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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 %
PFA
126
Professional Financial Advisors
Nebraska
$887K +$3.78K +85 +0.4%
AA
127
Advisory Alpha
Michigan
$885K +$471K +10,593 +114%
CPIA
128
Cornell Pochily Investment Advisors
New York
$838K -$19.6K -440 -2%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$833K +$592K +13,331 +245%
NA
130
NewEdge Advisors
Louisiana
$830K -$103K -2,321 -11%
EPWM
131
Essex Private Wealth Management
Massachusetts
$813K +$813K +18,299 New
CAAS
132
Capital Asset Advisory Services
Michigan
$780K +$48.6K +1,093 +7%
RCG
133
Regatta Capital Group
California
$770K +$94.5K +2,030 +14%
EFS
134
Essex Financial Services
Connecticut
$768K -$588K -13,220 -43%
TCM
135
Traynor Capital Management
Pennsylvania
$751K +$121K +2,723 +19%
BCA
136
Bay Colony Advisors
Massachusetts
$735K +$123K +2,775 +20%
AWM
137
Axxcess Wealth Management
California
$733K -$25.8K -581 -3%
CAG
138
Compass Advisory Group
New York
$724K -$53.2K -1,197 -7%
CA
139
CGN Advisors
Kansas
$708K +$708K +15,934 New
DBRC
140
D.B. Root & Company
Pennsylvania
$703K -$75.9K -1,710 -10%
FW
141
FirstPurpose Wealth
Utah
$689K +$46.8K +1,053 +7%
RA
142
Rise Advisors
New York
$688K +$4.58K +103 +0.7%
PIA
143
Powell Investment Advisors
Florida
$676K +$136K +3,045 +25%
JWCA
144
J.W. Cole Advisors
Florida
$664K +$24.3K +547 +4%
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$662K -$2.4M -54,080 -78%
VAS
146
Vestmark Advisory Solutions
Massachusetts
$662K +$662K +14,907 New
AAS
147
Avantax Advisory Services
Texas
$629K +$65.6K +1,478 +12%
RRA
148
Round Rock Advisors
Connecticut
$604K -$5.42K -122 -0.9%
CW
149
CreativeOne Wealth
Kansas
$593K -$265K -5,968 -31%
CFGS
150
Concourse Financial Group Securities
Alabama
$576K +$83.1K +1,865 +17%
4 5
6
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