FBND icon

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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$21M
2
Morgan Stanley
Morgan Stanley
New York
$17.6M
3
CWM
CMH Wealth Management
New Hampshire
$4.41M
4
MGWM
Marks Group Wealth Management
Minnesota
$0
5
VNA
Valley National Advisers
Pennsylvania
$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$30K -$949 -21 -3%
LFG
202
Larson Financial Group
Missouri
$19K +$132 +3 +0.7%
MHR
203
Matthew Hamilton Rosenberg
$18K – – –
GEA
204
Glen Eagle Advisors
New Jersey
$16.2K – – –
AssetMark Inc
205
AssetMark Inc
California
$16K – – –
TWA
206
TCI Wealth Advisors
Arizona
$15K – – –
CAL
207
Capital Advisors Ltd
Ohio
$15K +$15K +346 New
AWM
208
Avior Wealth Management
Nebraska
$13K -$646 -15 -5%
PA
209
Parallel Advisors
California
$12K +$12K +263 New
ZIG
210
Zullo Investment Group
Pennsylvania
$9K – – –
NSIM
211
North Star Investment Management
Illinois
$6K +$6K +134 New
PTC
212
Private Trust Company
Ohio
$4K – – –
PWP
213
Principle Wealth Partners
Connecticut
$2.42K +$300 +6,747 +14%
AIC
214
Archer Investment Corporation
Indiana
$1.2K – – –
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$399 +$139 +3,026 +53%
PP
216
PFS Partners
New Jersey
$89 – – –
MGWM
217
Marks Group Wealth Management
Minnesota
– -$9.51M -204,283 Closed
CG
218
CFO4Life Group
Texas
– -$6.77M -144,698 Closed
LFAS
219
Level Four Advisory Services
Texas
– -$2.67M -57,280 Closed
CWA
220
Core Wealth Advisors
Florida
– -$2.29M -49,199 Closed
OMC
221
Old Mission Capital
Illinois
– -$2.22M -47,713 Closed
MWM
222
Maltin Wealth Management
New Jersey
– -$1.62M -34,859 Closed
WA
223
Wambolt & Associates
Colorado
– -$1.18M -25,366 Closed
FA
224
Faithward Advisors
Pennsylvania
– -$772K -16,594 Closed
EGA
225
Eagle Global Advisors
Texas
– -$519K -11,155 Closed
6 7 8
9
10