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Fidelity Total Bond ETF
FBND

Overview Fund Activity

279 hedge funds and large institutions have $2.42B invested in Fidelity Total Bond ETF in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 155 increasing their positions, 62 reducing their positions, and 20 closing their positions.

Holders
279
Holders Change
+20
Holders Change %
+7.72%
% of All Funds
4.47%
Holding in Top 10
46
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+48.39%
% of All Funds
0.74%
New
44
Increased
155
Reduced
62
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$142M
2
CTB
2
Country Trust Bank
Illinois
$220M
3
KIG
3
Kowal Investment Group
Wisconsin
$84.4M
4
FMWA
4
Forvis Mazars Wealth Advisors
Missouri
$21.4M
5
RW
5
Regimen Wealth
Georgia
$19.9M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$9.67M
2
RA
2
Rational Advisors
New York
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$644
4
FTA
4
Financial & Tax Architects
Missouri
$0
5
AL
5
Aspiriant LLC
California
$5.92M
Name Market Value Shares Shares
Change 		Shares
Change %
CTB
1
Country Trust Bank
Illinois
$220M 4,778,355 +640,560 +15%
Bank of America
2
Bank of America
North Carolina
$142M 3,081,245 +2,341,860 +317%
RA
3
RFG Advisory
Alabama
$107M 2,328,460 +162,468 +8%
Osaic Holdings
4
Osaic Holdings
Arizona
$95M 2,062,962 +312,075 +18%
SFA
5
Sequoia Financial Advisors
Ohio
$85.5M 1,858,853 +89,136 +5%
KIG
6
Kowal Investment Group
Wisconsin
$84.4M 1,835,363 +516,445 +39%
BAAM
7
Baker Avenue Asset Management
California
$78M 1,695,889 +17,781 +1%
UBS Group
8
UBS Group
Switzerland
$72M 1,565,649 +415,435 +36%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$64.1M 1,393,262 +410,211 +42%
CAL
10
Capital Analysts LLC
Pennsylvania
$62.4M 1,357,476 +109,197 +9%
MML Investors Services
11
MML Investors Services
Massachusetts
$44.9M 977,010 +75,463 +8%
LPL Financial
12
LPL Financial
California
$40.3M 875,555 +211,596 +32%
HNB
13
Huntington National Bank
Ohio
– – – –
VC
14
Vicus Capital
Pennsylvania
$30.9M 671,266 +207,846 +45%
PCM
15
Presidio Capital Management
California
$28.5M 618,829 +258,914 +72%
AWM
16
Axxcess Wealth Management
California
$28.4M 618,019 +258,104 +72%
SWM
17
Spire Wealth Management
Virginia
$26.3M 572,742 +115,929 +25%
KAS
18
Kestra Advisory Services
Texas
$26.1M 567,712 +380,719 +204%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$25.6M 556,777 +388,732 +231%
MSWM
20
McGlone Suttner Wealth Management
Wisconsin
$25.1M 544,770 +99,839 +22%
WFA
21
WestHill Financial Advisors
California
$24.6M 534,251 +32,147 +6%
RJA
22
Raymond James & Associates
Florida
$24.1M 523,193 +363,225 +227%
GIA
23
Goodwin Investment Advisory
Georgia
$23.5M 510,798 +26,840 +6%
SWM
24
Shakespeare Wealth Management
Wisconsin
$21.4M 465,389 -309 -0.1%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$21.4M 464,769 +464,769 New
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