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Fidelity Total Bond ETF
FBND

Overview Fund Activity

100 hedge funds and large institutions have $391M invested in Fidelity Total Bond ETF in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+24
Holders Change %
+31.58%
% of All Funds
1.97%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
33
Increased
40
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$15.2M
2
CWG
Cornerstone Wealth Group
North Carolina
+$12.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$11.6M
4
CS
Credit Suisse
Switzerland
+$6.86M
5
RWP
RWA Wealth Partners
Massachusetts
+$5.84M

Top Sellers

1
EWF
Epstein & White Financial
California
-$28.4M
2
LI
LVZ Inc
Michigan
-$20.1M
3
HNB
Huntington National Bank
Ohio
-$13.2M
4
Jane Street
Jane Street
New York
-$2.93M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$64.1M +$1.17M +22,545 +2%
CWG
2
Cornerstone Wealth Group
North Carolina
$37.9M +$12.9M +248,497 +51%
BCI
3
Brinker Capital Investments
Pennsylvania
$34.4M – – –
CWM
4
CMH Wealth Management
New Hampshire
$19.3M +$738K +14,260 +4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$18M +$15.2M +294,366 +553%
HighTower Advisors
6
HighTower Advisors
Illinois
$17.3M +$1.1M +21,207 +7%
LI
7
LVZ Inc
Michigan
$16.5M -$20.1M -169,055 -55%
UBS Group
8
UBS Group
Switzerland
$16.1M +$1.01M +19,499 +7%
HNB
9
Huntington National Bank
Ohio
$14.6M -$13.2M – –
SWM
10
Shakespeare Wealth Management
Wisconsin
$12.2M +$156K +3,012 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.9M +$71.5K +1,381 +0.6%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$11.6M +$11.6M +224,061 New
VC
13
Vicus Capital
Pennsylvania
$8.1M +$339K +6,550 +4%
Bank of America
14
Bank of America
North Carolina
$7.4M +$2.91M +56,142 +65%
CS
15
Credit Suisse
Switzerland
$6.86M +$6.86M +132,521 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.48M -$300K -5,791 -4%
RWP
17
RWA Wealth Partners
Massachusetts
$5.84M +$5.84M +112,859 New
SIA
18
Soltis Investment Advisors
Utah
$5.35M +$5.35M +103,450 New
IWA
19
IBEX Wealth Advisors
New Jersey
$4.67M +$28.7K +554 +0.6%
LPL Financial
20
LPL Financial
California
$4.56M +$687K +13,269 +18%
PAG
21
Private Advisor Group
New Jersey
$4.45M +$392K +7,567 +10%
ST
22
Spinnaker Trust
Maine
$3.16M +$214K +4,140 +7%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$3.1M +$178K +3,446 +6%
MWM
24
Minot Wealth Management
Massachusetts
$2.7M +$2.7M +51,730 New
ASN
25
Advisory Services Network
Georgia
$2.63M +$1.73M +33,470 +192%
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