Fidelity Total Bond ETF
FBND
218 hedge funds and large institutions have $1.33B invested in Fidelity Total Bond ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 101 increasing their positions, 68 reducing their positions, and 24 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 68
13% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 24
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
1% less funds holding
Funds holding: 221 → 218 (-3)
1.95% less ownership
Funds ownership: 61.71% → 59.76% (-2%)
5% less capital invested
Capital invested by funds: $1.4B → $1.33B (-$72.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$15.1M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$12.2M |
| 3 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
+$8.48M |
| 4 |
BBNB
Baker Boyer National Bank
Walla Walla,
Washington
|
+$6.26M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.6M |
| 2 |
CWM
CMH Wealth Management
Portsmouth,
New Hampshire
|
-$10.6M |
| 3 |
MGWM
Marks Group Wealth Management
Minnetonka,
Minnesota
|
-$9.51M |
| 4 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$9.4M |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
-$8.28M |
FBND Hedge Fund Activity: Q3 2022 in Review
218 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q3 2022, worth a combined $1.33B — down 5.2% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FBND positions and 24 closed out — a net gain of 3 holders — while 101 added to existing stakes and 68 trimmed.
The largest buyer was Main Street Financial Solutions, opening a new position worth an estimated $15.1M. The largest seller was Morgan Stanley, cutting an estimated $11.6M.
- 218 institutional investors held Fidelity Total Bond ETF (FBND) as of Q3 2022, down from 221 in Q2 2022.
- Funds reported $1.33B of Fidelity Total Bond ETF stock for Q3 2022, down 5.2% quarter-over-quarter.
- 27 funds opened new Fidelity Total Bond ETF positions in Q3 2022 and 24 closed out, a net change of +3 holders.
- The largest Fidelity Total Bond ETF buyer in Q3 2022 was Main Street Financial Solutions, an estimated $15.1M added.
- The largest Fidelity Total Bond ETF seller in Q3 2022 was Morgan Stanley, an estimated $11.6M sold.
Based on aggregated 13F filings for Q3 2022.