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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 %
RA
176
Rise Advisors
New York
$703K +$5.72K +127 +0.8%
AAS
177
Avantax Advisory Services
Texas
$699K +$61.4K +1,364 +10%
CAG
178
Compass Advisory Group
New York
$673K -$81.6K -1,762 -11%
HWMT
179
Heritage Wealth Management (Texas)
Texas
$660K +$660K +14,663 New
PA
180
PFG Advisors
Arizona
$647K +$647K +14,370 New
TCM
181
Traynor Capital Management
Pennsylvania
$637K -$124K -2,749 -16%
RRA
182
Round Rock Advisors
Connecticut
$612K – – –
DBRC
183
D.B. Root & Company
Pennsylvania
$595K -$118K -2,624 -17%
CW
184
CreativeOne Wealth
Kansas
$574K -$26.8K -596 -4%
BMCM
185
Burns Matteson Capital Management
New York
$562K +$562K +12,476 New
CAG
186
Curtis Advisory Group
California
$556K +$173K +3,853 +45%
KOMWMG
187
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$554K +$554K +12,310 New
US Bancorp
188
US Bancorp
Minnesota
$538K +$538K +11,944 New
ERIC
189
Eagle Rock Investment Company
Georgia
$518K +$184K +3,996 +55%
MCA
190
Magnolia Capital Advisors
Mississippi
$518K – – –
EFL
191
ERn Financial LLC
Wisconsin
$480K -$4.68K -104 -1%
WIP
192
WealthCare Investment Partners
Rhode Island
$480K +$480K +10,672 New
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$474K +$474K +10,521 New
FWP
194
FAS Wealth Partners
Kansas
$469K +$469K +10,419 New
NA
195
NewEdge Advisors
Louisiana
$468K +$66.6K +3,097 +17%
SS
196
Sunbelt Securities
Texas
$468K -$474K -10,520 -50%
KP
197
Keel Point
Alabama
$467K +$467K +10,372 New
ICP
198
Interchange Capital Partners
Pennsylvania
$465K +$253K +5,622 +119%
FA
199
FDx Advisors
Illinois
$465K +$253K +5,622 +119%
MAG
200
Mayfair Advisory Group
Alabama
$458K -$98.3K -2,138 -18%
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