FBND icon

Fidelity Total Bond ETF
FBND

Overview Fund Activity

63 hedge funds and large institutions have $233M invested in Fidelity Total Bond ETF in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
16
Reduced
18
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
Shakespeare Wealth Management
Wisconsin
+$10.4M
2
HighTower Advisors
HighTower Advisors
Illinois
+$7.58M
3
VC
Vicus Capital
Pennsylvania
+$6.21M
4
EWF
Epstein & White Financial
California
+$5.78M
5
BAAM
Baker Avenue Asset Management
California
+$3.94M

Top Sellers

1
3AM
3EDGE Asset Management
Florida
-$26.4M
2
SS
Simplicity Solutions
Minnesota
-$11.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$5.23M
4
MIAN
Mariner Independent Advisor Network
Kansas
-$2.59M
5
Wells Fargo
Wells Fargo
California
-$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$61M -$193K -3,967 -0.3%
BCI
2
Brinker Capital Investments
Pennsylvania
$32.3M – – –
EWF
3
Epstein & White Financial
California
$20.9M +$5.78M +119,085 +38%
LI
4
LVZ Inc
Michigan
$19.8M -$252K -5,199 -1%
UBS Group
5
UBS Group
Switzerland
$12.3M +$188K +3,882 +2%
SWM
6
Shakespeare Wealth Management
Wisconsin
$10.4M +$10.4M +214,468 New
WA
7
WealthTrust-Arizona
Arizona
$7.62M -$1.07M -22,111 -12%
HighTower Advisors
8
HighTower Advisors
Illinois
$7.58M +$7.58M +156,220 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.05M +$2.37M +48,784 +51%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.01M +$435K +8,970 +7%
VC
11
Vicus Capital
Pennsylvania
$6.21M +$6.21M +127,994 New
BAAM
12
Baker Avenue Asset Management
California
$3.94M +$3.94M +81,100 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.67M -$5.23M -107,719 -59%
CG
14
Colony Group
Massachusetts
$3.18M +$1.23M +25,362 +63%
Bank of America
15
Bank of America
North Carolina
$3M -$367K -7,562 -11%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$2.68M +$286K +5,902 +12%
LPL Financial
17
LPL Financial
California
$2.25M +$1.89M +38,853 +524%
PAG
18
Private Advisor Group
New Jersey
$2.23M +$364K +7,504 +20%
ASN
19
Advisory Services Network
Georgia
$1.88M +$618K +12,744 +49%
LPWM
20
Lake Point Wealth Management
Texas
$1.66M +$1.66M +34,194 New
SS
21
Simplicity Solutions
Minnesota
$1.39M -$11.7M -240,649 -89%
AWM
22
AE Wealth Management
Kansas
$1.39M +$102K +2,111 +8%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.38M -$188K -3,878 -12%
NF
24
Nikulski Financial
Iowa
$1.2M -$25.1K -517 -2%
CA
25
Calton & Associates
Florida
$1.04M +$1.04M +21,453 New
1
2 3 4