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Fidelity Total Bond ETF
FBND

Overview Fund Activity

66 hedge funds and large institutions have $293M invested in Fidelity Total Bond ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
12
Increased
22
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
CMH Wealth Management
New Hampshire
+$16.4M
2
SS
Simplicity Solutions
Minnesota
+$14.4M
3
AWM
AE Wealth Management
Kansas
+$8.96M
4
Jane Street
Jane Street
New York
+$5.38M
5
HighTower Advisors
HighTower Advisors
Illinois
+$4.14M

Top Sellers

1
SWM
Shakespeare Wealth Management
Wisconsin
-$10.4M
2
LI
LVZ Inc
Michigan
-$5.08M
3
BAAM
Baker Avenue Asset Management
California
-$3.94M
4
LPWM
Lake Point Wealth Management
Texas
-$1.7M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$61.3M -$1.46M -29,235 -2%
BCI
2
Brinker Capital Investments
Pennsylvania
$33.2M – – –
CWG
3
Cornerstone Wealth Group
North Carolina
$25M +$25M +499,942 New
EWF
4
Epstein & White Financial
California
$23.2M +$1.75M +34,944 +8%
CWM
5
CMH Wealth Management
New Hampshire
$16.4M +$16.4M +328,520 New
SS
6
Simplicity Solutions
Minnesota
$15.8M +$14.4M +288,408 +1,009%
LI
7
LVZ Inc
Michigan
$15.3M -$5.08M -101,733 -25%
UBS Group
8
UBS Group
Switzerland
$14.7M +$1.97M +39,357 +15%
HighTower Advisors
9
HighTower Advisors
Illinois
$11.9M +$4.14M +82,876 +53%
AWM
10
AE Wealth Management
Kansas
$10.4M +$8.96M +179,364 +628%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.99M -$270K -5,404 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.87M -$348K -6,959 -5%
VC
13
Vicus Capital
Pennsylvania
$6.78M +$256K +5,021 +4%
Jane Street
14
Jane Street
New York
$5.38M +$5.38M +107,733 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.14M +$356K +7,118 +9%
PAG
16
Private Advisor Group
New Jersey
$3.24M +$947K +18,966 +41%
Bank of America
17
Bank of America
North Carolina
$3.19M +$95.4K +1,909 +3%
LPL Financial
18
LPL Financial
California
$3.16M +$852K +17,051 +37%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$2.71M -$47.2K -944 -2%
ST
20
Spinnaker Trust
Maine
$2.68M +$2.68M +53,597 New
CG
21
Colony Group
Massachusetts
$2.39M -$887K -17,760 -27%
HNB
22
Huntington National Bank
Ohio
$2.07M – – –
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.37M -$49.5K -990 -3%
Mariner
24
Mariner
Kansas
$1.34M +$384K +7,698 +40%
NF
25
Nikulski Financial
Iowa
$1.23M -$9.84K -197 -0.8%
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