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Fidelity Total Bond ETF
FBND

Overview Fund Activity

73 hedge funds and large institutions have $344M invested in Fidelity Total Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
36
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$15.5M
2
SWM
Shakespeare Wealth Management
Wisconsin
+$11.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.2M
4
EWF
Epstein & White Financial
California
+$2.82M
5
SS
Simplicity Solutions
Minnesota
+$2.71M

Top Sellers

1
Jane Street
Jane Street
New York
-$5.38M
2
HNB
Huntington National Bank
Ohio
-$2.07M
3
LNC
Lincoln National Corp
Pennsylvania
-$593K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$518K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$62.1M -$518K -10,141 -0.8%
BCI
2
Brinker Capital Investments
Pennsylvania
$33.9M – – –
EWF
3
Epstein & White Financial
California
$26.4M +$2.82M +55,648 +12%
AWM
4
AE Wealth Management
Kansas
$26.2M +$15.5M +304,480 +146%
CWG
5
Cornerstone Wealth Group
North Carolina
$25.2M -$280K -5,483 -1%
SS
6
Simplicity Solutions
Minnesota
$18.9M +$2.71M +53,102 +17%
CWM
7
CMH Wealth Management
New Hampshire
$17.3M +$526K +10,311 +3%
LI
8
LVZ Inc
Michigan
$15.4M -$255K -4,999 -2%
UBS Group
9
UBS Group
Switzerland
$14.8M -$196K -3,841 -1%
HighTower Advisors
10
HighTower Advisors
Illinois
$13.5M +$1.32M +25,849 +11%
SWM
11
Shakespeare Wealth Management
Wisconsin
$11.5M +$11.5M +225,843 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$10.2M +$3.2M +62,625 +46%
HNB
13
Huntington National Bank
Ohio
$8.46M -$2.07M – –
VC
14
Vicus Capital
Pennsylvania
$7.47M +$676K +13,241 +10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.82M -$319K -6,248 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.05M -$182K -3,560 -4%
Bank of America
17
Bank of America
North Carolina
$3.65M +$399K +7,818 +12%
LPL Financial
18
LPL Financial
California
$3.61M +$372K +7,296 +12%
PAG
19
Private Advisor Group
New Jersey
$3.26M -$53.5K -1,048 -2%
ST
20
Spinnaker Trust
Maine
$2.82M +$82.5K +1,617 +3%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.77M -$511 -10 -0%
CG
22
Colony Group
Massachusetts
$2.45M +$9.65K +189 +0.4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.82M +$419K +8,203 +30%
GIA
24
Gladstone Institutional Advisory
Florida
$1.33M +$1.33M +26,108 New
Mariner
25
Mariner
Kansas
$1.29M -$73.6K -1,441 -5%
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