Fidelity Total Bond ETF
FBND
127 hedge funds and large institutions have $619M invested in Fidelity Total Bond ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 14 closing their positions.
263% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 19
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
17% more capital invested
Capital invested by funds: $532M → $619M (+$87.7M)
5% more funds holding
Funds holding: 121 → 127 (+6)
1.62% more ownership
Funds ownership: 41.35% → 42.98% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$40.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$13.6M |
| 3 |
NNP
Nachman Norwood & Parrott
Greenville,
South Carolina
|
+$13.4M |
| 4 |
PAI
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
+$6.89M |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$6.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$27.3M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$16M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$10.1M |
| 4 |
IWP
Insight Wealth Partners
Plano,
Texas
|
-$2.79M |
| 5 |
Renaissance Technologies
New York
|
-$1.28M |
FBND Hedge Fund Activity: Q3 2020 in Review
127 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q3 2020, worth a combined $619M — up 17% from $532M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FBND positions and 14 closed out — a net gain of 6 holders — while 69 added to existing stakes and 19 trimmed.
The largest buyer was RWA Wealth Partners, adding an estimated $40.5M. The largest seller was Cornerstone Wealth Group, cutting an estimated $27.3M.
- 127 institutional investors held Fidelity Total Bond ETF (FBND) as of Q3 2020, up from 121 in Q2 2020.
- Funds reported $619M of Fidelity Total Bond ETF stock for Q3 2020, up 17% quarter-over-quarter.
- 20 funds opened new Fidelity Total Bond ETF positions in Q3 2020 and 14 closed out, a net change of +6 holders.
- The largest Fidelity Total Bond ETF buyer in Q3 2020 was RWA Wealth Partners, an estimated $40.5M added.
- The largest Fidelity Total Bond ETF seller in Q3 2020 was Cornerstone Wealth Group, an estimated $27.3M sold.
Based on aggregated 13F filings for Q3 2020.