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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 %
VFM
176
Valley Financial Management
New York
$1.45M +$51.2K +1,123 +4%
TFS
177
Thoroughbred Financial Services
Tennessee
$1.4M -$167K -3,671 -11%
CPCM
178
Cardinal Point Capital Management
Ontario, Canada
$1.4M +$86K +1,885 +7%
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$1.37M +$410K +9,024 +42%
AF
180
Apexium Financial
Texas
$1.31M -$10K -220 -0.8%
NA
181
NewEdge Advisors
Louisiana
$1.27M +$81.3K +1,789 +7%
CIR
182
Clear Investment Research
Georgia
$1.27M +$306K +6,738 +32%
IA
183
IFP Advisors
Florida
$1.26M +$28.8K +634 +2%
JJBC
184
James J. Burns & Company
New York
$1.25M -$3.52M -77,337 -74%
EPWM
185
Essex Private Wealth Management
Massachusetts
$1.23M +$5.91K +130 +0.5%
PGFC
186
Peapack-Gladstone Financial Corp
New Jersey
$1.23M +$31.8K +700 +3%
PAI
187
Pittenger & Anderson Inc
Nebraska
$1.22M -$16.8K -370 -1%
AA
188
Advisory Alpha
Michigan
$1.22M +$63.4K +1,396 +5%
AFM
189
Abbot Financial Management
Massachusetts
$1.21M -$122K -2,689 -9%
BRWA
190
B. Riley Wealth Advisors
Florida
$1.18M -$26.7K -585 -2%
ASN
191
Advisory Services Network
Georgia
$1.17M -$3.38M -74,476 -74%
BCP
192
Blue Chip Partners
Michigan
$1.14M +$1.14M +25,041 New
CWG
193
Cornerstone Wealth Group
North Carolina
$1.12M -$96.7K -2,130 -8%
ANTB
194
AMG National Trust Bank
Colorado
$1.11M -$38.6K -850 -3%
OIA
195
OneDigital Investment Advisors
Kansas
$1.1M +$111K +2,446 +11%
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$1.06M -$97.4K -2,145 -8%
FSWA
197
Financial Synergies Wealth Advisors
Texas
$1.05M -$18.4K -406 -2%
BMCM
198
Burns Matteson Capital Management
New York
$1.05M -$17.5K -386 -2%
ZIM
199
Zacks Investment Management
Illinois
$1.05M +$649K +14,295 +162%
SFS
200
Sowell Financial Services
Arkansas
$1.03M +$672K +14,751 +189%
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