Fidelity Total Bond ETF
FBND
175 hedge funds and large institutions have $1.06B invested in Fidelity Total Bond ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 36 reducing their positions, and 16 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 36
38% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 16
1% more funds holding
Funds holding: 174 → 175 (+1)
0% more capital invested
Capital invested by funds: $1.05B → $1.06B (+$4.33M)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
3.7% less ownership
Funds ownership: 53.68% → 49.98% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CTB
Country Trust Bank
Bloomington,
Illinois
|
+$38.5M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$20.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$7.56M |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$6.56M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$37M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$35.5M |
| 3 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
-$20.9M |
| 4 |
Barclays
London,
United Kingdom
|
-$3.23M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$3.16M |
FBND Hedge Fund Activity: Q3 2021 in Review
175 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q3 2021, worth a combined $1.06B — up 0.41% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FBND positions and 16 closed out — a net gain of 6 holders — while 99 added to existing stakes and 36 trimmed.
The largest buyer was Country Trust Bank, adding an estimated $38.5M. The largest seller was Sequoia Financial Advisors, cutting an estimated $37M.
- 175 institutional investors held Fidelity Total Bond ETF (FBND) as of Q3 2021, up from 174 in Q2 2021.
- Funds reported $1.06B of Fidelity Total Bond ETF stock for Q3 2021, up 0.41% quarter-over-quarter.
- 22 funds opened new Fidelity Total Bond ETF positions in Q3 2021 and 16 closed out, a net change of +6 holders.
- The largest Fidelity Total Bond ETF buyer in Q3 2021 was Country Trust Bank, an estimated $38.5M added.
- The largest Fidelity Total Bond ETF seller in Q3 2021 was Sequoia Financial Advisors, an estimated $37M sold.
Based on aggregated 13F filings for Q3 2021.