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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
KWMG
126
King Wealth Management Group
Florida
$1.64M -$46.1K -1,024 -3%
LCC
127
Lincoln Capital Corp
Rhode Island
$1.64M -$44.8K -996 -3%
GIA
128
Gladstone Institutional Advisory
Florida
$1.63M -$54.3K -1,206 -3%
AA
129
Ancora Advisors
Ohio
$1.58M -$144K -3,188 -8%
VWA
130
Visionary Wealth Advisors
Illinois
$1.55M +$135K +2,998 +10%
LSAG
131
Lake Street Advisors Group
New Hampshire
$1.54M +$1.54M +34,105 New
CAN
132
Cetera Advisor Networks
California
$1.51M -$3.05M -67,811 -67%
PWA
133
Peterson Wealth Advisors
Utah
$1.51M +$1.51M +33,481 New
SW
134
SlateStone Wealth
Florida
$1.49M -$210K -4,674 -12%
HPM
135
Hoxton Planning & Management
West Virginia
$1.49M +$1.49M +33,020 New
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$1.44M +$1.09M +24,169 +305%
MA
137
MJP Associates
Connecticut
$1.43M +$1.43M +31,864 New
SFS
138
Sowell Financial Services
Arkansas
$1.38M +$1.38M +30,583 New
CWM
139
Comprehensive Wealth Management
Washington
$1.35M -$418K -9,292 -24%
OPS
140
Orion Portfolio Solutions
Nebraska
$1.34M +$244K +5,426 +22%
AFM
141
Abbot Financial Management
Massachusetts
$1.32M +$1.85K +41 +0.1%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$1.3M -$756K -16,798 -37%
BRWA
143
B. Riley Wealth Advisors
Florida
$1.3M +$222K +4,909 +21%
FWM
144
Fortress Wealth Management
California
$1.3M +$222K +4,925 +21%
PAG
145
Private Advisor Group
New Jersey
$1.28M +$4.68K +329 +0.4%
IA
146
IFP Advisors
Florida
$1.27M +$21.6K +444 +2%
C
147
CFO4Life
Texas
$1.22M +$1.22M +27,183 New
CG
148
CFO4Life Group
Texas
$1.22M +$1.22M +27,183 New
VFM
149
Valley Financial Management
New York
$1.21M -$212K -4,702 -15%
FA
150
Fermata Advisors
California
$1.21M -$1M -22,303 -45%
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6
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