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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 %
AP
151
Agilis Partners
Massachusetts
$2.17M +$2.17M +47,727 New
BSB
152
Bangor Savings Bank
Maine
$2.17M +$2.17M +47,727 New
VAS
153
Vestmark Advisory Solutions
Massachusetts
$2.16M +$476K +10,476 +28%
AAS
154
Avantax Advisory Services
Texas
$2.11M +$741K +16,324 +54%
CG
155
Colony Group
Massachusetts
$2.1M -$262K -5,769 -11%
HIS
156
Horizon Investment Services
Indiana
$2.08M -$43.6K -961 -2%
CP
157
Capital Planning
Washington
$2.06M +$37.8K +829 +2%
CWM
158
Comprehensive Wealth Management
Washington
$2.01M +$182K +4,011 +10%
AA
159
Ancora Advisors
Ohio
$2M +$463K +10,198 +30%
CSWM
160
Cassady Schiller Wealth Management
Ohio
$1.91M +$70.6K +1,555 +4%
SOS
161
Silver Oak Securities
Tennessee
$1.89M +$1.89M +41,669 New
DP
162
Denver PWM
Colorado
$1.86M -$51.1K -1,134 -3%
MA
163
MJP Associates
Connecticut
$1.84M +$244K +5,365 +15%
PWA
164
Primoris Wealth Advisors
Florida
$1.82M +$1.82M +40,000 New
APWM
165
Atlas Private Wealth Management
New York
$1.78M +$536K +11,794 +43%
BCG
166
Breakwater Capital Group
New Jersey
$1.75M -$42.2K -928 -2%
GIA
167
Gladstone Institutional Advisory
Florida
$1.66M +$47.5K +1,046 +3%
FW
168
FirstPurpose Wealth
Utah
$1.6M +$400K +8,798 +33%
KWMG
169
King Wealth Management Group
Florida
$1.6M -$12.4K -272 -0.8%
FWM
170
Fortress Wealth Management
California
$1.53M -$300K -6,602 -16%
PWA
171
Peterson Wealth Advisors
Utah
$1.53M -$89.6K -1,980 -6%
HAS
172
HBW Advisory Services
California
$1.52M +$1.52M +33,402 New
LSAG
173
Lake Street Advisors Group
New Hampshire
$1.5M -$47.5K -1,046 -3%
HPM
174
Hoxton Planning & Management
West Virginia
$1.48M -$5.91K -130 -0.4%
AO
175
Advisor OS
Illinois
$1.47M +$1.47M +32,469 New
5 6
7
8 9