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Fidelity Total Bond ETF
FBND

Overview Fund Activity

217 hedge funds and large institutions have $1.33B invested in Fidelity Total Bond ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 68 reducing their positions, and 24 closing their positions.

Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.75%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.38%
New
26
Increased
101
Reduced
68
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSFS
1
Main Street Financial Solutions
Pennsylvania
$14.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$12.4M
3
KIG
3
Kowal Investment Group
Wisconsin
$8.07M
4
JJBC
4
James J. Burns & Company
New York
$6.12M
5
BBNB
5
Baker Boyer National Bank
Washington
$11.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.6M
2
CWM
2
CMH Wealth Management
New Hampshire
$4.41M
3
MGWM
3
Marks Group Wealth Management
Minnesota
$0
4
VNA
4
Valley National Advisers
Pennsylvania
$3.44M
5
RA
5
Rational Advisors
New York
$7.01M
Name Market Value Shares Shares
Change 		Shares
Change %
CTB
1
Country Trust Bank
Illinois
$212M 4,779,339 +96,946 +2%
SFA
2
Sequoia Financial Advisors
Ohio
$71.7M 1,612,724 -13,574 -0.8%
Osaic Holdings
3
Osaic Holdings
Arizona
$64.5M 1,451,182 -104,651 -7%
RWP
4
RWA Wealth Partners
Massachusetts
$57.3M 1,290,562 +36,144 +3%
CAL
5
Capital Analysts LLC
Pennsylvania
$53.4M 1,202,239 +37,273 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$43.2M 973,371 +50,259 +5%
MML Investors Services
7
MML Investors Services
Massachusetts
$37.9M 853,754 -29,174 -3%
UBS Group
8
UBS Group
Switzerland
$36.6M 823,896 -4,957 -0.6%
Bank of America
9
Bank of America
North Carolina
$24.6M 552,641 +74,734 +16%
WFA
10
WestHill Financial Advisors
California
$22.4M 504,299 +10,619 +2%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$21.1M 474,518 -34,236 -7%
HNB
12
Huntington National Bank
Ohio
– – – –
BCM
13
Brookstone Capital Management
Illinois
$21M 474,341 -43,498 -8%
VC
14
Vicus Capital
Pennsylvania
$20.8M 467,738 +7,214 +2%
SWM
15
Spire Wealth Management
Virginia
$20.3M 457,787 -38,294 -8%
SWM
16
Shakespeare Wealth Management
Wisconsin
$18.4M 414,613 +5,313 +1%
LPL Financial
17
LPL Financial
California
$18.1M 407,575 +133,328 +49%
Morgan Stanley
18
Morgan Stanley
New York
$17.6M 396,140 -247,392 -38%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$16.3M 367,381 -96,335 -21%
NL
20
Navalign LLC
California
$16M 359,586 +26,667 +8%
GC
21
Gratus Capital
Georgia
$15.3M 344,564 -106,504 -24%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$15.2M 341,130 +15,685 +5%
MSFS
23
Main Street Financial Solutions
Pennsylvania
$14.4M 323,744 +323,744 New
NRI
24
NFP Retirement Inc
California
$12.5M 280,667 +31,806 +13%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$12.4M 279,008 +261,683 +1,510%
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