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Fidelity Total Bond ETF
FBND

Overview Fund Activity

259 hedge funds and large institutions have $3.29B invested in Fidelity Total Bond ETF in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 18 closing their positions.

Holders
259
Holders Change
+42
Holders Change %
+19.35%
% of All Funds
4.18%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.5%
New
64
Increased
102
Reduced
77
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.38B
2
RA
2
RFG Advisory
Alabama
$101M
3
BAAM
3
Baker Avenue Asset Management
California
$75.5M
4
KIG
4
Kowal Investment Group
Wisconsin
$59.4M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$56.6M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$9.09M
2
CTB
2
Country Trust Bank
Illinois
$186M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$12.3M
4
IDA
4
Intelligence Driven Advisers
California
$0
5
CAN
5
Cetera Advisor Networks
California
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$1.38B 30,724 +30,724 New
CTB
2
Country Trust Bank
Illinois
$186M 4,137,795 -641,544 -13%
RA
3
RFG Advisory
Alabama
$101M 2,165,992 +2,143,402 +9,488%
SFA
4
Sequoia Financial Advisors
Ohio
$79.7M 1,769,717 +156,993 +10%
Osaic Holdings
5
Osaic Holdings
Arizona
$78.8M 1,750,887 +299,705 +21%
BAAM
6
Baker Avenue Asset Management
California
$75.5M 1,678,108 +1,678,108 New
KIG
7
Kowal Investment Group
Wisconsin
$59.4M 1,318,918 +1,137,348 +626%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$56.6M 1,257,431 +1,130,285 +889%
CAL
9
Capital Analysts LLC
Pennsylvania
$56.2M 1,248,279 +46,040 +4%
UBS Group
10
UBS Group
Switzerland
$51.8M 1,150,214 +326,318 +40%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$44.3M 983,051 +9,680 +1%
MML Investors Services
12
MML Investors Services
Massachusetts
$40.6M 901,547 +47,793 +6%
Bank of America
13
Bank of America
North Carolina
$33.3M 739,385 +186,744 +34%
LPL Financial
14
LPL Financial
California
$29.9M 663,959 +256,384 +63%
RA
15
Rational Advisors
New York
$26.5M 588,698 +430,834 +273%
HNB
16
Huntington National Bank
Ohio
– – – –
WFA
17
WestHill Financial Advisors
California
$22.6M 502,104 -2,195 -0.4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$21.9M 485,776 +144,646 +42%
GIA
19
Goodwin Investment Advisory
Georgia
$21.8M 483,958 +483,958 New
SWM
20
Shakespeare Wealth Management
Wisconsin
$21M 465,698 +51,085 +12%
BCM
21
Brookstone Capital Management
Illinois
$20.9M 455,342 -18,999 -4%
VC
22
Vicus Capital
Pennsylvania
$20.9M 463,420 -4,318 -0.9%
SWM
23
Spire Wealth Management
Virginia
$20.7M 456,813 -974 -0.2%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$20.3M 451,402 -23,116 -5%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$20.2M 447,929 +233,697 +109%
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