Fidelity Total Bond ETF
FBND
346 hedge funds and large institutions have $3.84B invested in Fidelity Total Bond ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 69 reducing their positions, and 29 closing their positions.
188% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 69
97% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 29
30% more capital invested
Capital invested by funds: $2.96B → $3.84B (+$879M)
27% more funds holding in top 10
Funds holding in top 10: 51 → 65 (+14)
7% more funds holding
Funds holding: 322 → 346 (+24)
4.85% more ownership
Funds ownership: 70.23% → 75.09% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$130M |
| 2 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$124M |
| 3 |
BCP
Blue Chip Partners
Farmington Hills,
Michigan
|
+$95.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$93M |
| 5 |
RWM
Ritholtz Wealth Management
New York
|
+$72.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Presidio Capital Management
San Diego,
California
|
-$7.11M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$6.31M |
| 3 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$5.65M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$5.36M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$4.51M |
FBND Hedge Fund Activity: Q3 2023 in Review
346 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q3 2023, worth a combined $3.84B — up 30% from $2.96B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new FBND positions and 29 closed out — a net gain of 28 holders — while 199 added to existing stakes and 69 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $130M. The largest seller was Presidio Capital Management, cutting an estimated $7.11M.
- 346 institutional investors held Fidelity Total Bond ETF (FBND) as of Q3 2023, up from 322 in Q2 2023.
- Funds reported $3.84B of Fidelity Total Bond ETF stock for Q3 2023, up 30% quarter-over-quarter.
- 57 funds opened new Fidelity Total Bond ETF positions in Q3 2023 and 29 closed out, a net change of +28 holders.
- The largest Fidelity Total Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $130M added.
- The largest Fidelity Total Bond ETF seller in Q3 2023 was Presidio Capital Management, an estimated $7.11M sold.
Based on aggregated 13F filings for Q3 2023.