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Fidelity Total Bond ETF
FBND

Overview Fund Activity

76 hedge funds and large institutions have $335M invested in Fidelity Total Bond ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
9
Increased
38
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWA
IBEX Wealth Advisors
New Jersey
+$4.63M
2
EWF
Epstein & White Financial
California
+$3.49M
3
Jane Street
Jane Street
New York
+$3.16M
4
HighTower Advisors
HighTower Advisors
Illinois
+$2.51M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.49M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$26.1M
2
SS
Simplicity Solutions
Minnesota
-$18.9M
3
HNB
Huntington National Bank
Ohio
-$8.46M
4
CWG
Cornerstone Wealth Group
North Carolina
-$552K
5
RCAG
Rehmann Capital Advisory Group
Michigan
-$535K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$62.9M +$29.2K +564 +0%
BCI
2
Brinker Capital Investments
Pennsylvania
$34.4M – – –
EWF
3
Epstein & White Financial
California
$30.4M +$3.49M +67,523 +13%
CWG
4
Cornerstone Wealth Group
North Carolina
$25M -$552K -10,670 -2%
CWM
5
CMH Wealth Management
New Hampshire
$18.5M +$1M +19,355 +6%
HighTower Advisors
6
HighTower Advisors
Illinois
$16.2M +$2.51M +48,577 +18%
LI
7
LVZ Inc
Michigan
$15.9M +$378K +7,305 +2%
UBS Group
8
UBS Group
Switzerland
$15.1M +$136K +2,630 +0.9%
HNB
9
Huntington National Bank
Ohio
$13.2M -$8.46M – –
SWM
10
Shakespeare Wealth Management
Wisconsin
$12.1M +$377K +7,283 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.8M +$1.49M +28,758 +14%
VC
12
Vicus Capital
Pennsylvania
$7.76M +$197K +3,815 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.77M -$133K -2,575 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.71M +$609K +11,769 +15%
IWA
15
IBEX Wealth Advisors
New Jersey
$4.63M +$4.63M +89,636 New
Bank of America
16
Bank of America
North Carolina
$4.5M +$795K +15,378 +21%
PAG
17
Private Advisor Group
New Jersey
$4.06M +$754K +14,593 +23%
LPL Financial
18
LPL Financial
California
$3.87M +$223K +4,304 +6%
Jane Street
19
Jane Street
New York
$3.16M +$3.16M +61,028 New
ST
20
Spinnaker Trust
Maine
$2.95M +$91.9K +1,777 +3%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.92M +$115K +2,224 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.75M +$910K +17,593 +49%
CG
23
Colony Group
Massachusetts
$2.53M +$42.2K +816 +2%
SPC
24
Sigma Planning Corp
Michigan
$1.63M +$720K +13,935 +80%
Morgan Stanley
25
Morgan Stanley
New York
$1.54M +$653K +12,620 +73%
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