Fidelity Total Bond ETF
FBND
49 hedge funds and large institutions have $175M invested in Fidelity Total Bond ETF in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
120% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 10
17% more funds holding
Funds holding: 42 → 49 (+7)
13.84% more ownership
Funds ownership: 110.62% → 124.45% (+14%)
12% more capital invested
Capital invested by funds: $156M → $175M (+$19.3M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$11.4M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
+$3.79M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$2.08M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.33M |
| 5 |
WA
WealthTrust-Arizona
Scottsdale,
Arizona
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.8M |
| 2 |
VF
Virtu Financial
New York
|
-$1.55M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.26M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$1.16M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$526K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
51
Virtu Financial
New York
| – | -$1.55M | -30,859 | Closed |
|
52
Citadel Advisors
Miami,
Florida
| – | -$214K | -4,250 | Closed |
|
|
PFA
53
Pure Financial Advisors
San Diego,
California
| – | -$205K | -4,081 | Closed |
|
FBND Hedge Fund Activity: Q4 2017 in Review
49 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q4 2017, worth a combined $175M — up 12% from $156M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FBND positions and 4 closed out — a net gain of 7 holders — while 22 added to existing stakes and 10 trimmed.
The largest buyer was Colony Group, adding an estimated $11.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.8M sold.
- 49 institutional investors held Fidelity Total Bond ETF (FBND) as of Q4 2017, up from 42 in Q3 2017.
- Funds reported $175M of Fidelity Total Bond ETF stock for Q4 2017, up 12% quarter-over-quarter.
- 11 funds opened new Fidelity Total Bond ETF positions in Q4 2017 and 4 closed out, a net change of +7 holders.
- The largest Fidelity Total Bond ETF buyer in Q4 2017 was Colony Group, an estimated $11.4M added.
- The largest Fidelity Total Bond ETF seller in Q4 2017 was Susquehanna International Group, an estimated $1.8M sold.
Based on aggregated 13F filings for Q4 2017.