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Fidelity Total Bond ETF
FBND

Overview Fund Activity

217 hedge funds and large institutions have $1.33B invested in Fidelity Total Bond ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.75%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
26
Increased
101
Reduced
68
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSFS
1
Main Street Financial Solutions
Pennsylvania
$14.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$12.4M
3
KIG
3
Kowal Investment Group
Wisconsin
$8.07M
4
BBNB
4
Baker Boyer National Bank
Washington
$11.8M
5
LPL Financial
5
LPL Financial
California
$18.1M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$21M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.6M
3
CWM
3
CMH Wealth Management
New Hampshire
$4.41M
4
MGWM
4
Marks Group Wealth Management
Minnesota
$0
5
VNA
5
Valley National Advisers
Pennsylvania
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
176
Towercrest Capital Management
Pennsylvania
$235K – – –
NPF
177
Norris Perne & French
Michigan
$233K -$2.22K -50 -0.9%
GRP
178
Global Retirement Partners
California
$228K +$60.3K +1,377 +36%
Koshinski Asset Management
179
Koshinski Asset Management
Illinois
$215K +$215K +4,832 New
SHIM
180
Stone House Investment Management
Pennsylvania
$214K -$236K -5,308 -52%
LI
181
LVZ Inc
Michigan
$214K – – –
JWA
182
JFS Wealth Advisors
Pennsylvania
$211K +$1.6K +36 +0.8%
FA
183
FDx Advisors
Illinois
$210K +$210K +4,717 New
WIM
184
Warwick Investment Management
Texas
$210K +$210K +4,732 New
ICP
185
Interchange Capital Partners
Pennsylvania
$209K +$209K +4,717 New
MYIA
186
Mount Yale Investment Advisors
Colorado
$204K +$204K +4,597 New
SOS
187
Silver Oak Securities
Tennessee
$181K +$181K +4,156 New
KFAA
188
Klaas Financial Asset Advisors
Illinois
$108K -$40.9K -918 -27%
PO
189
Private Ocean
California
$92K – – –
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$88K +$1.15K +26 +1%
ODG
191
O'Dell Group
Ohio
$85K – – –
FP
192
Financial Perspectives
Minnesota
$83.4K – – –
FCA
193
FinTrust Capital Advisors
South Carolina
$82K – – –
PB
194
Pinnacle Bancorp
Nebraska
$67K – – –
GWM
195
Geneos Wealth Management
Colorado
$62K +$5.67K +128 +10%
AAP
196
Arax Advisory Partners
Colorado
$57K +$716 +16 +1%
AAM
197
Advisors Asset Management
Colorado
$55K +$55K +1,245 New
National Bank of Canada
198
National Bank of Canada
Quebec, Canada
$45K +$45K +975 New
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.9K – – –
LWP
200
Lumature Wealth Partners
Georgia
$38K – – –
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