FBND icon

Fidelity Total Bond ETF
FBND

Overview Fund Activity

206 hedge funds and large institutions have $1.31B invested in Fidelity Total Bond ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+31
Holders Change %
+17.71%
% of All Funds
3.18%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.36%
New
53
Increased
85
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
$63.9M
2
GC
Gratus Capital
Georgia
$24.9M
3
AWM
Affinity Wealth Management
Delaware
$24.7M
4
BBA
Braun-Bostich & Associates
Pennsylvania
$24.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.8M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$22.1M
2
HI
Harbour Investments
Wisconsin
$1.66M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$9.2M
4
Jane Street
Jane Street
New York
$2.31M
5
Barclays
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
151
Baker Avenue Asset Management
California
$371K +$371K +6,999 New
ZIM
152
Zacks Investment Management
Illinois
$360K +$360K +6,784 New
SS
153
Sunbelt Securities
Texas
$351K -$56.2K -1,096 -14%
CSWM
154
Cassady Schiller Wealth Management
Ohio
$341K +$341K +6,429 New
CF
155
Centaurus Financial
California
$333K -$3.56K -67 -1%
PIA
156
Powell Investment Advisors
Florida
$328K – – –
IWC
157
Integrated Wealth Concepts
Massachusetts
$303K -$129K -2,428 -30%
CAL
158
Capital Analysts LLC
Pennsylvania
$298K +$34.2K +646 +13%
CA
159
Cetera Advisors
Colorado
$297K +$297K +5,593 New
MSCM
160
McElhenny Sheffield Capital Management
Texas
$294K +$56.8K +1,070 +24%
BRWM
161
B. Riley Wealth Management
Tennessee
$291K -$14.1K -267 -5%
MWM
162
Mission Wealth Management
California
$286K +$286K +5,389 New
VA
163
Valmark Advisers
Ohio
$284K – – –
PFS
164
Prospera Financial Services
Texas
$281K +$281K +5,300 New
CWM
165
Cordatus Wealth Management
Pennsylvania
$281K +$281K +5,300 New
KLI
166
Kelman-Lazarov Inc
Tennessee
$266K +$66.3K +1,251 +33%
CWMU
167
Caliber Wealth Management (Utah)
Utah
$264K -$550K -10,541 -68%
Stifel Financial
168
Stifel Financial
Missouri
$259K +$13.8K +260 +6%
NPF
169
Norris Perne & French
Michigan
$253K -$18.5K -350 -7%
HAS
170
HBW Advisory Services
California
$242K +$242K +4,555 New
ZIMP
171
Zimmermann Investment Management & Planning
Pennsylvania
$236K +$236K +4,453 New
NF
172
Nikulski Financial
Iowa
$225K – – –
AWA
173
Arete Wealth Advisors
Illinois
$224K – – –
GIP
174
Greatmark Investment Partners
Georgia
$220K – – –
NCM
175
NCM Capital Management
New Jersey
$214K +$214K +4,041 New
5 6
7
8 9