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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 %
PGFC
151
Peapack-Gladstone Financial Corp
New Jersey
$1.18M -$846K -18,800 -42%
VAS
152
Vestmark Advisory Solutions
Massachusetts
$1.17M +$499K +11,084 +74%
ANTB
153
AMG National Trust Bank
Colorado
$1.14M -$327K -7,260 -22%
BCG
154
Breakwater Capital Group
New Jersey
$1.12M +$1.12M +24,859 New
EPWM
155
Essex Private Wealth Management
Massachusetts
$1.11M +$284K +6,309 +34%
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$1.09M -$433K -9,601 -28%
AA
157
Advisory Alpha
Michigan
$1.08M +$179K +3,965 +20%
LNC
158
Lincoln National Corp
Pennsylvania
$1.07M +$175K +3,878 +19%
Renaissance Technologies
159
Renaissance Technologies
New York
$1.07M +$1.07M +23,810 New
FSWA
160
Financial Synergies Wealth Advisors
Texas
$1.06M -$535K -11,883 -34%
FUBT
161
First United Bank & Trust
Maryland
$1.03M -$45.6K -1,013 -4%
JWCA
162
J.W. Cole Advisors
Florida
$1.03M +$360K +8,002 +54%
CPWMP
163
Cardinal Point Wealth Management Partners
California
$1.03M +$577K +12,780 +129%
CPCM
164
Cardinal Point Capital Management
Ontario, Canada
$1.03M +$1.03M +22,720 New
FW
165
FirstPurpose Wealth
Utah
$1M +$304K +6,751 +44%
LI
166
LVZ Inc
Michigan
$966K +$749K +16,648 +346%
SWA
167
Stratos Wealth Advisors
Ohio
$963K -$23K -510 -2%
BFA
168
Beaumont Financial Advisors
Massachusetts
$954K +$90 +2 +0%
CAAS
169
Capital Asset Advisory Services
Michigan
$897K +$106K +2,358 +13%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$873K +$28.7K +638 +3%
AWM
171
AE Wealth Management
Kansas
$813K -$868K -19,275 -52%
BCA
172
Bay Colony Advisors
Massachusetts
$792K +$47K +1,043 +6%
CPIA
173
Cornell Pochily Investment Advisors
New York
$791K -$57.8K -1,284 -7%
RCG
174
Regatta Capital Group
California
$735K -$9.73K -216 -1%
CFGS
175
Concourse Financial Group Securities
Alabama
$729K +$145K +3,216 +25%
5 6
7
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