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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 %
TFS
151
Thoroughbred Financial Services
Tennessee
$1.59M -$105K -2,277 -6%
LSAG
152
Lake Street Advisors Group
New Hampshire
$1.57M +$2.16K +47 +0.1%
AA
153
Ancora Advisors
Ohio
$1.55M -$61K -1,327 -4%
AWA
154
Arete Wealth Advisors
Illinois
$1.54M +$130K +2,818 +9%
HPM
155
Hoxton Planning & Management
West Virginia
$1.5M -$15.7K -341 -1%
VFM
156
Valley Financial Management
New York
$1.42M +$177K +3,836 +14%
AAS
157
Avantax Advisory Services
Texas
$1.39M +$672K +14,616 +94%
AFM
158
Abbot Financial Management
Massachusetts
$1.35M +$2.07K +45 +0.2%
CPWMP
159
Cardinal Point Wealth Management Partners
California
$1.33M +$283K +6,130 +27%
CPCM
160
Cardinal Point Capital Management
Ontario, Canada
$1.33M +$283K +6,130 +27%
AF
161
Apexium Financial
Texas
$1.33M -$523K -11,340 -28%
IA
162
IFP Advisors
Florida
$1.31M +$44.5K +915 +4%
APWM
163
Atlas Private Wealth Management
New York
$1.27M +$1.27M +27,506 New
PAI
164
Pittenger & Anderson Inc
Nebraska
$1.25M -$6.6M -143,409 -84%
EPWM
165
Essex Private Wealth Management
Massachusetts
$1.24M +$111K +2,409 +10%
CWG
166
Cornerstone Wealth Group
North Carolina
$1.23M +$1.23M +26,784 New
BRWA
167
B. Riley Wealth Advisors
Florida
$1.22M -$111K -2,408 -8%
FW
168
FirstPurpose Wealth
Utah
$1.22M +$191K +4,154 +19%
SW
169
SlateStone Wealth
Florida
$1.21M -$308K -6,697 -20%
PGFC
170
Peapack-Gladstone Financial Corp
New Jersey
$1.21M – – –
NA
171
NewEdge Advisors
Louisiana
$1.21M +$206K +4,468 +21%
ICP
172
Interchange Capital Partners
Pennsylvania
$1.2M +$724K +15,729 +152%
Royal Bank of Canada
173
Royal Bank of Canada
Ontario, Canada
$1.19M +$73.8K +1,604 +7%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$1.17M -$157K -3,419 -12%
AA
175
Advisory Alpha
Michigan
$1.17M +$72.4K +1,574 +7%
5 6
7
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