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Fidelity Total Bond ETF
FBND

Overview Fund Activity

174 hedge funds and large institutions have $1.05B invested in Fidelity Total Bond ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 44 reducing their positions, and 14 closing their positions.

Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
3.04%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
25
Increased
85
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$38.6M
2
KOMWMG
2
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$20.9M
3
UBS Group
3
UBS Group
Switzerland
$39.2M
4
Bank of America
4
Bank of America
North Carolina
$22.7M
5
Jane Street
5
Jane Street
New York
$9.79M

Top Sellers

1
AIC
1
Ameritas Investment Company
Nebraska
$5.09M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$18.7M
4
HAS
4
HBW Advisory Services
California
$0
5
CWMU
5
Caliber Wealth Management (Utah)
Utah
$820K
Name Market Value Shares Shares
Change 		Shares
Change %
CTB
1
Country Trust Bank
Illinois
$187M 3,508,535 +174,824 +5%
SFA
2
Sequoia Financial Advisors
Ohio
$61.1M 1,146,018 +128,747 +13%
Osaic Holdings
3
Osaic Holdings
Arizona
$54.2M 1,015,776 +28,952 +3%
RWP
4
RWA Wealth Partners
Massachusetts
$43.5M 815,695 +36,601 +5%
UBS Group
5
UBS Group
Switzerland
$39.2M 735,705 +218,460 +42%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$38.6M 723,597 +457,369 +172%
BCI
7
Brinker Capital Investments
Pennsylvania
$35.5M 664,963 – –
SWM
8
Spire Wealth Management
Virginia
$31.5M 585,875 +17,391 +3%
LI
9
LVZ Inc
Michigan
$30.3M 567,919 +173,998 +44%
Bank of America
10
Bank of America
North Carolina
$22.7M 425,400 +203,888 +92%
HNB
11
Huntington National Bank
Ohio
– – – –
KOMWMG
12
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$20.9M 392,827 +322,675 +460%
VC
13
Vicus Capital
Pennsylvania
$20.7M 387,804 +123,104 +47%
NNP
14
Nachman Norwood & Parrott
South Carolina
$20.6M 386,365 +19,715 +5%
HI
15
Harbour Investments
Wisconsin
$20.4M 381,925 +146,552 +62%
SWM
16
Shakespeare Wealth Management
Wisconsin
$19.2M 358,205 +25,531 +8%
CWM
17
CMH Wealth Management
New Hampshire
$19M 356,340 +28,387 +9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$18.7M 350,672 -132,979 -27%
KAS
19
Kestra Advisory Services
Texas
$17.1M 321,415 +2,799 +0.9%
HighTower Advisors
20
HighTower Advisors
Illinois
$14.4M 270,131 -30,993 -10%
Morgan Stanley
21
Morgan Stanley
New York
$12.8M 240,591 +68,445 +40%
PAI
22
Pittenger & Anderson Inc
Nebraska
$11.9M 223,122 +14,427 +7%
NRI
23
NFP Retirement Inc
California
$11.8M 221,526 +123,706 +126%
SPA
24
Sentinel Pension Advisors
Massachusetts
$10.7M 200,016 +149,423 +295%
LPL Financial
25
LPL Financial
California
$10M 188,157 +2,693 +1%
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