Fidelity Total Bond ETF
FBND
66 hedge funds and large institutions have $293M invested in Fidelity Total Bond ETF in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
26% more capital invested
Capital invested by funds: $233M → $293M (+$60.2M)
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
5% more funds holding
Funds holding: 63 → 66 (+3)
2.64% more ownership
Funds ownership: 50.74% → 53.38% (+2.6%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
CMH Wealth Management
Portsmouth,
New Hampshire
|
+$16.2M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$14.2M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.83M |
| 4 |
Jane Street
New York
|
+$5.3M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
-$10.4M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
-$5.01M |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$3.94M |
| 4 |
LPWM
Lake Point Wealth Management
Rockwall,
Texas
|
-$1.64M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1.44M |
FBND Hedge Fund Activity: Q1 2019 in Review
66 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q1 2019, worth a combined $293M — up 26% from $233M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FBND positions and 8 closed out — a net gain of 4 holders — while 22 added to existing stakes and 20 trimmed.
The largest buyer was CMH Wealth Management, opening a new position worth an estimated $16.2M. The largest seller was Shakespeare Wealth Management, exiting entirely with an estimated $10.4M sold.
- 66 institutional investors held Fidelity Total Bond ETF (FBND) as of Q1 2019, up from 63 in Q4 2018.
- Funds reported $293M of Fidelity Total Bond ETF stock for Q1 2019, up 26% quarter-over-quarter.
- 12 funds opened new Fidelity Total Bond ETF positions in Q1 2019 and 8 closed out, a net change of +4 holders.
- The largest Fidelity Total Bond ETF buyer in Q1 2019 was CMH Wealth Management, an estimated $16.2M added.
- The largest Fidelity Total Bond ETF seller in Q1 2019 was Shakespeare Wealth Management, an estimated $10.4M sold.
Based on aggregated 13F filings for Q1 2019.