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Fidelity Total Bond ETF
FBND

Overview Fund Activity

322 hedge funds and large institutions have $2.96B invested in Fidelity Total Bond ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+43
Holders Change %
+15.41%
% of All Funds
5.08%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.8%
New
58
Increased
172
Reduced
75
Closed
14
Calls
$286K
Puts
–
Net Calls
+$286K
Net Calls Change
+$286K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$201M
2
Jane Street
Jane Street
New York
$48.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$67.3M
4
UBS Group
UBS Group
Switzerland
$100M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$88.4M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$19.1M
2
AAS
Ameritas Advisory Services
Nebraska
$883K
3
GWP
Gateway Wealth Partners
Wisconsin
$0
4
CRC
Catawba River Capital
South Carolina
$0
5
AWA
Arkadios Wealth Advisors
Georgia
$302K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$3.37M +$77.8K +1,712 +2%
SPA
127
Shore Point Advisors
New Jersey
$3.37M +$160K +3,530 +5%
PA
128
Paragon Advisors
Texas
$3.34M +$1.03M +22,655 +44%
EP
129
Eudaimonia Partners
Tennessee
$3.31M +$1.05M +23,053 +46%
CIC
130
Carnegie Investment Counsel
Ohio
$3.25M +$176K +3,883 +6%
FPAS
131
Focus Partners Advisor Solutions
Missouri
$3.22M +$2.97M +65,328 +1,195%
SAG
132
SageView Advisory Group
California
$3.17M +$1.06M +23,263 +50%
EA
133
Eudaimonia Advisors
Tennessee
$3.14M -$81.4K -1,793 -3%
PJSIMP
134
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.08M +$106K +2,344 +4%
Mariner
135
Mariner
Kansas
$2.95M +$791K +17,410 +37%
CSPIA
136
Cary Street Partners Investment Advisory
Virginia
$2.93M -$420K -9,237 -13%
MAG
137
Mayfair Advisory Group
Alabama
$2.83M +$820K +18,303 +41%
SF
138
Slagle Financial
Illinois
$2.81M +$2.81M +61,807 New
PA
139
PFG Advisors
Arizona
$2.74M +$284K +6,257 +12%
CAM
140
Cozad Asset Management
Illinois
$2.73M +$2.73M +60,135 New
Citadel Advisors
141
Citadel Advisors
Florida
$2.47M +$1.93M +42,571 +358%
CA
142
Crumly & Associates
Illinois
$2.41M +$124K +2,726 +5%
Brown Advisory
143
Brown Advisory
Maryland
$2.38M – – –
IF
144
IRON Financial
Illinois
$2.26M -$77K -1,696 -3%
BCI
145
Brinker Capital Investments
Pennsylvania
$2.23M +$124K +2,736 +6%
OPS
146
Orion Portfolio Solutions
Nebraska
$2.23M +$124K +2,736 +6%
SFG
147
StrategIQ Financial Group
Indiana
$2.21M +$2.21M +48,563 New
RFN
148
RDA Financial Network
Iowa
$2.2M +$2.2M +48,488 New
DADC
149
D.A. Davidson & Co
Montana
$2.2M +$321K +7,070 +17%
AI
150
Atria Investments
North Carolina
$2.17M +$2.17M +47,765 New
4 5
6
7 8