Fidelity Total Bond ETF
FBND
29 hedge funds and large institutions have $78.9M invested in Fidelity Total Bond ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $70.7M → $78.9M (+$8.22M)
7% more funds holding
Funds holding: 27 → 29 (+2)
4.94% more ownership
Funds ownership: 50.22% → 55.16% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.89M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$2.34M |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$2.23M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.4M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$784K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.74M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.74M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$510K |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$217K |
| 5 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
26
Argentus Capital Management
Dallas,
Texas
| $5K | +$5.34K | +105 | New |
|
|
RWG
27
Regal Wealth Group
Seal Beach,
California
| $4K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $1K | +$916 | +18 | +180% |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$510K | -10,132 | Closed |
|
|
SFA
30
Sequoia Financial Advisors
Akron,
Ohio
| – | -$217K | -4,314 | Closed |
|
|
BAAM
31
Baker Avenue Asset Management
San Francisco,
California
| – | -$201K | -3,994 | Closed |
|
FBND Hedge Fund Activity: Q3 2016 in Review
29 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q3 2016, worth a combined $78.9M — up 12% from $70.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FBND positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was UBS Group, adding an estimated $3.89M. The largest seller was Ladenburg Thalmann Financial Services, cutting an estimated $1.74M.
- 29 institutional investors held Fidelity Total Bond ETF (FBND) as of Q3 2016, up from 27 in Q2 2016.
- Funds reported $78.9M of Fidelity Total Bond ETF stock for Q3 2016, up 12% quarter-over-quarter.
- 5 funds opened new Fidelity Total Bond ETF positions in Q3 2016 and 3 closed out, a net change of +2 holders.
- The largest Fidelity Total Bond ETF buyer in Q3 2016 was UBS Group, an estimated $3.89M added.
- The largest Fidelity Total Bond ETF seller in Q3 2016 was Ladenburg Thalmann Financial Services, an estimated $1.74M sold.
Based on aggregated 13F filings for Q3 2016.