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

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$9.67M
2
RA
Rational Advisors
New York
$0
3
HNB
Huntington National Bank
Ohio
$35.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$644
5
FTA
Financial & Tax Architects
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
126
Brown Advisory
Maryland
$2.41M -$1.06K -23 -0%
CG
127
Colony Group
Massachusetts
$2.4M -$5.48M -119,121 -70%
IF
128
IRON Financial
Illinois
$2.37M +$4.74K +103 +0.2%
PA
129
Paragon Advisors
Texas
$2.35M +$2.35M +50,988 New
CA
130
Crumly & Associates
Illinois
$2.31M +$2.31M +50,303 New
EP
131
Eudaimonia Partners
Tennessee
$2.29M +$2.29M +49,729 New
Mariner
132
Mariner
Kansas
$2.19M +$505K +10,969 +30%
HIS
133
Horizon Investment Services
Indiana
$2.15M -$42.9K -932 -2%
SAG
134
SageView Advisory Group
California
$2.14M -$338K -7,345 -14%
OPS
135
Orion Portfolio Solutions
Nebraska
$2.13M +$764K +16,616 +56%
BCI
136
Brinker Capital Investments
Pennsylvania
$2.13M +$2.13M +46,394 New
MAG
137
Mayfair Advisory Group
Alabama
$2.06M +$1.6M +34,806 +350%
CP
138
Capital Planning
Washington
$2.04M -$41.6K -902 -2%
DP
139
Denver PWM
Colorado
$1.95M +$1.83K +40 +0.1%
DADC
140
D.A. Davidson & Co
Montana
$1.9M +$1.9M +41,357 New
CSWM
141
Cassady Schiller Wealth Management
Ohio
$1.86M +$62K +1,347 +3%
FWM
142
Fortress Wealth Management
California
$1.86M +$528K +11,484 +40%
CWM
143
Comprehensive Wealth Management
Washington
$1.85M +$475K +10,319 +34%
BCG
144
Breakwater Capital Group
New Jersey
$1.81M +$670K +14,555 +59%
LCC
145
Lincoln Capital Corp
Rhode Island
$1.7M +$31.8K +692 +2%
VAS
146
Vestmark Advisory Solutions
Massachusetts
$1.7M +$507K +11,025 +42%
PWA
147
Peterson Wealth Advisors
Utah
$1.64M +$105K +2,276 +7%
GIA
148
Gladstone Institutional Advisory
Florida
$1.63M -$29.9K -650 -2%
KWMG
149
King Wealth Management Group
Florida
$1.63M -$49.9K -1,084 -3%
MA
150
MJP Associates
Connecticut
$1.62M +$153K +3,329 +10%
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