FBND icon

Fidelity Total Bond ETF
FBND

Overview Fund Activity

221 hedge funds and large institutions have $1.4B invested in Fidelity Total Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 103 reducing their positions, and 31 closing their positions.

Holders
221
Holders Change
–
Holders Change %
0%
% of All Funds
3.74%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.37%
New
31
Increased
73
Reduced
103
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$72.6M
2
RWP
2
RWA Wealth Partners
Massachusetts
$58.4M
3
NL
3
Navalign LLC
California
$15.5M
4
AL
4
Aspiriant LLC
California
$14.9M
5
VNA
5
Valley National Advisers
Pennsylvania
$13M

Top Sellers

1
LI
1
LVZ Inc
Michigan
$224K
2
BCM
2
Brookstone Capital Management
Illinois
$24.1M
3
AWM
3
Affinity Wealth Management
Delaware
$0
4
AF
4
Allworth Financial
California
$3.65M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$708K
Name Market Value Shares Shares
Change 		Shares
Change %
CTB
1
Country Trust Bank
Illinois
$218M 4,682,393 +123,516 +3%
SFA
2
Sequoia Financial Advisors
Ohio
$75.7M 1,626,298 +50,304 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$72.6M 1,555,833 +434,053 +39%
RWP
4
RWA Wealth Partners
Massachusetts
$58.4M 1,254,418 +402,059 +47%
CAL
5
Capital Analysts LLC
Pennsylvania
$54.2M 1,164,966 +34,529 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$43M 923,112 +77,596 +9%
MML Investors Services
7
MML Investors Services
Massachusetts
$41.1M 882,928 -67,351 -7%
UBS Group
8
UBS Group
Switzerland
$38.6M 828,853 -130,229 -14%
Morgan Stanley
9
Morgan Stanley
New York
$29.9M 643,532 +186,826 +41%
BCM
10
Brookstone Capital Management
Illinois
$24.1M 517,839 -552,717 -52%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$23.7M 508,754 -50,469 -9%
SWM
12
Spire Wealth Management
Virginia
$23.1M 496,081 -153,793 -24%
WFA
13
WestHill Financial Advisors
California
$23M 493,680 -6,853 -1%
Bank of America
14
Bank of America
North Carolina
$22.2M 477,907 +7,113 +2%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$21.6M 463,716 -192,663 -29%
VC
16
Vicus Capital
Pennsylvania
$21.4M 460,524 -33,536 -7%
GC
17
Gratus Capital
Georgia
$21M 451,068 -35,802 -7%
HNB
18
Huntington National Bank
Ohio
– – – –
SWM
19
Shakespeare Wealth Management
Wisconsin
$19M 409,300 +6,125 +2%
RA
20
Rational Advisors
New York
$15.6M 335,101 -203,399 -38%
NL
21
Navalign LLC
California
$15.5M 332,919 +332,919 New
CWM
22
CMH Wealth Management
New Hampshire
$15.2M 326,614 -27,776 -8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$15.1M 325,445 +44,658 +16%
AL
24
Aspiriant LLC
California
$14.9M 321,002 +268,470 +511%
VNA
25
Valley National Advisers
Pennsylvania
$13M 279,303 +243,772 +686%
1
2 3 4 5