FBND icon

Fidelity Total Bond ETF

164 hedge funds and large institutions have $928M invested in Fidelity Total Bond ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+16
Holders Change %
+10.81%
% of All Funds
2.89%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
28
Increased
80
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CTB
1
Country Trust Bank
Illinois
$175M +$38.1M +726,760 +28%
SFA
2
Sequoia Financial Advisors
Ohio
$53.3M +$53.3M +1,017,271 New
Osaic Holdings
3
Osaic Holdings
Arizona
$51.7M +$4.71M +89,811 +10%
RWP
4
RWA Wealth Partners
Massachusetts
$40.8M -$18.4M -350,890 -31%
BCI
5
Brinker Capital Investments
Pennsylvania
$34.9M
SWM
6
Spire Wealth Management
Virginia
$29.7M +$29.7M +568,484 New
UBS Group
7
UBS Group
Switzerland
$27.1M +$11.6M +221,771 +75%
Citadel Advisors
8
Citadel Advisors
Florida
$26.2M +$26.2M +499,064 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$25.3M -$807K -15,395 -3%
HNB
10
Huntington National Bank
Ohio
$20.7M -$21.4M
LI
11
LVZ Inc
Michigan
$20.6M +$1.73M +33,065 +9%
NNP
12
Nachman Norwood & Parrott
South Carolina
$19.2M +$1.59M +30,283 +9%
SWM
13
Shakespeare Wealth Management
Wisconsin
$17.4M +$1.67M +31,836 +11%
CWM
14
CMH Wealth Management
New Hampshire
$17.2M -$728K -13,899 -4%
KAS
15
Kestra Advisory Services
Texas
$16.7M +$2.41M +45,937 +17%
HighTower Advisors
16
HighTower Advisors
Illinois
$15.8M -$3.17M -60,503 -17%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$14M -$1.42M -27,025 -9%
VC
18
Vicus Capital
Pennsylvania
$13.9M +$4.82M +91,889 +53%
HI
19
Harbour Investments
Wisconsin
$12.3M +$12.3M +235,373 New
Bank of America
20
Bank of America
North Carolina
$11.6M +$2.47M +47,183 +27%
PAI
21
Pittenger & Anderson Inc
Nebraska
$10.9M +$953K +18,180 +10%
WFA
22
WestHill Financial Advisors
California
$10.9M +$10.9M +208,014 New
LPL Financial
23
LPL Financial
California
$9.72M -$655K -12,501 -6%
Barclays
24
Barclays
United Kingdom
$9.71M +$9.71M +185,218 New
IWP
25
Insight Wealth Partners
Texas
$9.12M +$3.69M +70,342 +68%