Fidelity Total Bond ETF
FBND
34 hedge funds and large institutions have $82.4M invested in Fidelity Total Bond ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
17% more funds holding
Funds holding: 29 → 34 (+5)
4% more ownership
Funds ownership: 55.16% → 59.16% (+4%)
4% more capital invested
Capital invested by funds: $78.9M → $82.4M (+$3.52M)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.18M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.75M |
| 3 |
BWM
Braver Wealth Management
Needham,
Massachusetts
|
+$1.74M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.27M |
| 5 |
WA
WealthTrust-Arizona
Scottsdale,
Arizona
|
+$726K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.32M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$852K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$750K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$669K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFA
26
Pure Financial Advisors
San Diego,
California
| $203K | +$204K | +4,076 | New |
|
|
27
UBS Group
Zurich,
Switzerland
| $147K | -$3.7M | -73,975 | -96% |
|
|
IF
28
Ironwood Financial
Tucson,
Arizona
| $73K | +$6.8K | +136 | +10% |
|
|
WA
29
WFG Advisors
Dallas,
Texas
| $20K | – | – | – |
|
|
WEC
30
Winslow Evans & Crocker
Boston,
Massachusetts
| $12.4K | – | – | – |
|
|
AG
31
Advisor Group
Phoenix,
Arizona
| $4K | +$4.3K | +86 | New |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
33
Creative Planning
Overland Park,
Kansas
| $1K | +$700 | +14 | New |
|
|
34
Envestnet Asset Management
Chicago,
Illinois
| – | -$3.32M | -65,029 | Closed |
|
35
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$291K | -5,699 | Closed |
|
|
ACM
36
Argentus Capital Management
Dallas,
Texas
| – | -$5K | -105 | Closed |
|
|
RWG
37
Regal Wealth Group
Seal Beach,
California
| – | -$4K | -75 | Closed |
|
FBND Hedge Fund Activity: Q4 2016 in Review
34 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q4 2016, worth a combined $82.4M — up 4.5% from $78.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FBND positions and 4 closed out — a net gain of 6 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $9.18M. The largest seller was UBS Group, cutting an estimated $3.7M.
- 34 institutional investors held Fidelity Total Bond ETF (FBND) as of Q4 2016, up from 29 in Q3 2016.
- Funds reported $82.4M of Fidelity Total Bond ETF stock for Q4 2016, up 4.5% quarter-over-quarter.
- 10 funds opened new Fidelity Total Bond ETF positions in Q4 2016 and 4 closed out, a net change of +6 holders.
- The largest Fidelity Total Bond ETF buyer in Q4 2016 was Commonwealth Equity Services, an estimated $9.18M added.
- The largest Fidelity Total Bond ETF seller in Q4 2016 was UBS Group, an estimated $3.7M sold.
Based on aggregated 13F filings for Q4 2016.