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Fidelity Total Bond ETF
FBND

Overview Fund Activity

111 hedge funds and large institutions have $497M invested in Fidelity Total Bond ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+11
Holders Change %
+11%
% of All Funds
2.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
27
Increased
38
Reduced
32
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CTB
Country Trust Bank
Illinois
+$116M
2
Citadel Advisors
Citadel Advisors
Florida
+$11.9M
3
RWP
RWA Wealth Partners
Massachusetts
+$11.8M
4
LI
LVZ Inc
Michigan
+$9.33M
5
LPL Financial
LPL Financial
California
+$2.67M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$14.6M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$13.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$11.6M
4
CWM
CMH Wealth Management
New Hampshire
-$8.43M
5
CS
Credit Suisse
Switzerland
-$6.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTB
1
Country Trust Bank
Illinois
$116M +$116M +2,234,982 New
Osaic Holdings
2
Osaic Holdings
Arizona
$65.8M +$65.8M +1,271,644 New
CWG
3
Cornerstone Wealth Group
North Carolina
$35.5M -$2.41M -46,653 -6%
BCI
4
Brinker Capital Investments
Pennsylvania
$34.5M +$38.5K +744 +0.1%
RWP
5
RWA Wealth Partners
Massachusetts
$17.6M +$11.8M +227,140 +201%
LI
6
LVZ Inc
Michigan
$16.5M +$9.33M +180,354 +130%
HNB
7
Huntington National Bank
Ohio
$15.1M -$14.6M – –
HighTower Advisors
8
HighTower Advisors
Illinois
$13.8M -$3.53M -68,240 -20%
UBS Group
9
UBS Group
Switzerland
$12.5M -$3.62M -69,885 -22%
Citadel Advisors
10
Citadel Advisors
Florida
$11.9M +$11.9M +229,620 New
SWM
11
Shakespeare Wealth Management
Wisconsin
$11M -$1.26M -24,334 -10%
CWM
12
CMH Wealth Management
New Hampshire
$10.8M -$8.43M -162,836 -44%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.4M -$1.51M -29,188 -13%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$9.11M +$2.63M +50,741 +41%
VC
15
Vicus Capital
Pennsylvania
$7.93M -$172K -3,330 -2%
LPL Financial
16
LPL Financial
California
$7.23M +$2.67M +51,583 +58%
Bank of America
17
Bank of America
North Carolina
$7M -$408K -7,889 -6%
SIA
18
Soltis Investment Advisors
Utah
$5.08M -$277K -5,357 -5%
PAG
19
Private Advisor Group
New Jersey
$4.82M +$365K +7,050 +8%
IWA
20
IBEX Wealth Advisors
New Jersey
$4.77M +$99.7K +1,926 +2%
IWP
21
Insight Wealth Partners
Texas
$4.41M +$1.93M +37,310 +78%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.08M -$13.9M -268,754 -77%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$3.77M +$672K +12,977 +22%
ST
24
Spinnaker Trust
Maine
$3.26M +$101K +1,947 +3%
ASN
25
Advisory Services Network
Georgia
$3.21M +$579K +11,196 +22%
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