Fidelity Total Bond ETF
FBND
322 hedge funds and large institutions have $2.96B invested in Fidelity Total Bond ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 172 increasing their positions, 75 reducing their positions, and 14 closing their positions.
314% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 14
129% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 75
22% more capital invested
Capital invested by funds: $2.42B → $2.96B (+$540M)
15% more funds holding
Funds holding: 279 → 322 (+43)
11% more funds holding in top 10
Funds holding in top 10: 46 → 51 (+5)
1.08% more ownership
Funds ownership: 69.16% → 70.23% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$61.7M |
| 2 |
Jane Street
New York
|
+$48.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$42.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$29.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$10.2M |
| 2 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
-$9.29M |
| 3 |
CRC
Catawba River Capital
Lake Wylie,
South Carolina
|
-$7.47M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$4.97M |
| 5 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
-$4.52M |
FBND Hedge Fund Activity: Q2 2023 in Review
322 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q2 2023, worth a combined $2.96B — up 22% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new FBND positions and 14 closed out — a net gain of 44 holders — while 172 added to existing stakes and 75 trimmed.
The largest buyer was Bank of America, adding an estimated $61.7M. The largest seller was Ameritas Advisory Services, cutting an estimated $10.2M.
- 322 institutional investors held Fidelity Total Bond ETF (FBND) as of Q2 2023, up from 279 in Q1 2023.
- Funds reported $2.96B of Fidelity Total Bond ETF stock for Q2 2023, up 22% quarter-over-quarter.
- 58 funds opened new Fidelity Total Bond ETF positions in Q2 2023 and 14 closed out, a net change of +44 holders.
- The largest Fidelity Total Bond ETF buyer in Q2 2023 was Bank of America, an estimated $61.7M added.
- The largest Fidelity Total Bond ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $10.2M sold.
Based on aggregated 13F filings for Q2 2023.