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Fidelity Total Bond ETF
FBND

Overview Fund Activity

174 hedge funds and large institutions have $1.05B invested in Fidelity Total Bond ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
3.04%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
25
Increased
85
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$38.6M
2
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$20.9M
3
UBS Group
UBS Group
Switzerland
$39.2M
4
Bank of America
Bank of America
North Carolina
$22.7M
5
Jane Street
Jane Street
New York
$9.79M

Top Sellers

1
AIC
Ameritas Investment Company
Nebraska
$5.09M
2
Citadel Advisors
Citadel Advisors
Florida
$2.7M
3
HNB
Huntington National Bank
Ohio
$22.2M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$18.7M
5
HAS
HBW Advisory Services
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
151
Pinnacle Bancorp
Nebraska
$77K – – –
GRP
152
Global Retirement Partners
California
$65K – – –
RG
153
Retirement Group
California
$44K +$213 +4 +0.5%
SPIA
154
Steward Partners Investment Advisory
New York
$37K +$37K +691 New
AWM
155
Activest Wealth Management
Florida
$36K – – –
WP
156
WealthShield Partners
North Carolina
$32K – – –
TCWA
157
Ten Capital Wealth Advisors
Washington
$30K +$30K +566 New
S
158
SignatureFD
Georgia
$23K – – –
CFA
159
Carroll Financial Associates
North Carolina
$22K +$1.58K +30 +8%
AAP
160
Arax Advisory Partners
Colorado
$22K +$22K +410 New
SFPG
161
Stonebridge Financial Planning Group
Florida
$21K – – –
LWM
162
Liberty Wealth Management
California
$21K +$2.92K +55 +16%
GEA
163
Glen Eagle Advisors
New Jersey
$19.4K – – –
TWA
164
TCI Wealth Advisors
Arizona
$18K – – –
FDCDDQ
165
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.6K +$17.6K +330 New
CWA
166
Clearview Wealth Advisors
Oregon
$17K -$46.6K -850 -73%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9K +176 New
SB
168
Strategic Blueprint
Georgia
$8K +$8K +155 New
IF
169
Ironwood Financial
Arizona
$4K – – –
LPWM
170
Lake Point Wealth Management
Texas
$4K +$4K +74 New
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
AIC
172
Archer Investment Corporation
Indiana
$2.51K – – –
HCA
173
Heck Capital Advisors
Wisconsin
$53 +$53 +1 New
HAS
174
HBW Advisory Services
California
– -$6.77M -129,246 Closed
Renaissance Technologies
175
Renaissance Technologies
New York
– -$1.14M -21,700 Closed
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