Fidelity Total Bond ETF
FBND
174 hedge funds and large institutions have $1.05B invested in Fidelity Total Bond ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 44 reducing their positions, and 14 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 44
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
13% more capital invested
Capital invested by funds: $928M → $1.05B (+$125M)
6% more funds holding
Funds holding: 164 → 174 (+10)
2.37% more ownership
Funds ownership: 51.3% → 53.68% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.2M |
| 2 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
+$17.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$11.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$10.8M |
| 5 |
Jane Street
New York
|
+$9.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$23.7M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.04M |
| 3 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$6.77M |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$3.3M |
| 5 |
CWMU
Caliber Wealth Management (Utah)
Orem,
Utah
|
-$3.29M |
FBND Hedge Fund Activity: Q2 2021 in Review
174 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q2 2021, worth a combined $1.05B — up 13% from $928M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new FBND positions and 14 closed out — a net gain of 11 holders — while 85 added to existing stakes and 44 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $24.2M. The largest seller was Citadel Advisors, cutting an estimated $23.7M.
- 174 institutional investors held Fidelity Total Bond ETF (FBND) as of Q2 2021, up from 164 in Q1 2021.
- Funds reported $1.05B of Fidelity Total Bond ETF stock for Q2 2021, up 13% quarter-over-quarter.
- 25 funds opened new Fidelity Total Bond ETF positions in Q2 2021 and 14 closed out, a net change of +11 holders.
- The largest Fidelity Total Bond ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $24.2M added.
- The largest Fidelity Total Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $23.7M sold.
Based on aggregated 13F filings for Q2 2021.