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Fidelity Total Bond ETF
FBND

Overview Fund Activity

64 hedge funds and large institutions have $246M invested in Fidelity Total Bond ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+8
Holders Change %
+14.29%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
15
Increased
26
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$13.1M
2
UBS Group
UBS Group
Switzerland
+$9.8M
3
BCI
Brinker Capital Investments
Pennsylvania
+$7.96M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.69M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.64M

Top Sellers

1
LI
LVZ Inc
Michigan
-$11.1M
2
Morgan Stanley
Morgan Stanley
New York
-$2.47M
3
SXL
Summit X LLC
Missouri
-$1.78M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$771K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$61.3M +$3.64M +74,861 +6%
BCI
2
Brinker Capital Investments
Pennsylvania
$32.3M +$7.96M +163,748 +33%
3AM
3
3EDGE Asset Management
Florida
$26.4M +$1.58M +32,600 +6%
LI
4
LVZ Inc
Michigan
$19.9M -$11.1M -230,096 -36%
EWF
5
Epstein & White Financial
California
$15.1M +$2.2M +45,246 +17%
SS
6
Simplicity Solutions
Minnesota
$13.1M +$13.1M +269,224 New
UBS Group
7
UBS Group
Switzerland
$12.2M +$9.8M +201,600 +415%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.92M -$353K -7,265 -4%
WA
9
WealthTrust-Arizona
Arizona
$8.71M +$496K +10,199 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.58M -$289K -5,944 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.69M +$4.69M +96,431 New
Bank of America
12
Bank of America
North Carolina
$3.37M -$29.8K -613 -0.9%
MIAN
13
Mariner Independent Advisor Network
Kansas
$2.59M +$2.59M +53,502 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$2.4M +$48.6K +1,000 +2%
Wells Fargo
15
Wells Fargo
California
$1.99M +$1.99M +40,855 New
CG
16
Colony Group
Massachusetts
$1.96M -$180K -3,694 -8%
PAG
17
Private Advisor Group
New Jersey
$1.87M +$1.61M +33,096 +617%
CL
18
Cabana LLC
Arkansas
$1.77M +$56K +1,152 +3%
FIA
19
Foundations Investment Advisors
Arizona
$1.75M +$1.75M +35,909 New
SXL
20
Summit X LLC
Missouri
$1.71M -$1.78M -36,620 -51%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.57M +$261K +5,370 +20%
AA
22
Advisory Alpha
Michigan
$1.42M +$215K +4,460 +18%
AWM
23
AE Wealth Management
Kansas
$1.29M +$1.29M +26,464 New
ASN
24
Advisory Services Network
Georgia
$1.27M -$204K -4,201 -14%
NF
25
Nikulski Financial
Iowa
$1.21M -$348K -7,248 -22%
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