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Fidelity Total Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 279322 (+43)

11% more funds holding in top 10

Funds holding in top 10: 4651 (+5)

1.08% more ownership

Funds ownership: 69.16%70.23% (+1.1%)

Holders
322
Holders Change
+43
Holders Change %
+15.41%
% of All Funds
5.06%
Holding in Top 10
51
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.87%
% of All Funds
0.8%
New
58
Increased
172
Reduced
75
Closed
14
Calls
$286K
Puts
Net Calls
+$286K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Gratus Capital
Georgia
$14.9M -$289K -6,315 -2%
FFS
52
Founders Financial Securities
Maryland
$14.9M +$3.23M +70,556 +27%
WA
53
WBH Advisory
Maryland
$14.7M +$1.41M +30,754 +10%
HI
54
Horizon Investments
North Carolina
$14.7M +$3.27M +71,432 +28%
PWP
55
Principle Wealth Partners
Connecticut
$14.4M +$667K +14,571 +5%
OAM
56
Occidental Asset Management
California
$14.1M +$2.36M +51,630 +20%
AWS
57
Atria Wealth Solutions
New York
$13.7M +$2.11M +46,002 +18%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$13.7M +$12.6M +275,020 +1,065%
BBNB
59
Baker Boyer National Bank
Washington
$13.4M +$182K +3,966 +1%
DC
60
DeDora Capital
California
$13.1M +$3.27M +71,432 +33%
WMR
61
Wealth Management Resources
Rhode Island
$13.1M +$6.25M +136,671 +90%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$13.1M -$3.9M -85,181 -23%
WWM
63
Windsor Wealth Management
Indiana
$13M +$2.21M +48,203 +20%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$12.9M +$5.32M +116,188 +69%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$12.2M +$2.63M +57,478 +27%
IA
66
IAM Advisory
Pennsylvania
$12M +$213K +4,652 +2%
RWMH
67
Riverpoint Wealth Management Holdings
Illinois
$11.9M +$12M +262,877 New
BWG
68
Beta Wealth Group
California
$11.9M +$825K +18,029 +7%
ACG
69
Allen Capital Group
Nebraska
$11.4M -$66.4K -1,450 -0.6%
CA
70
Cetera Advisors
Colorado
$11M +$1.88M +41,040 +20%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$10.7M +$4.25M +92,893 +65%
AWM
72
AE Wealth Management
Kansas
$10.3M +$9.47M +206,836 +1,088%
AWA
73
Amplius Wealth Advisors
Pennsylvania
$9.72M -$700K -15,288 -7%
LFAS
74
Level Four Advisory Services
Texas
$9.7M +$9.78M +213,637 New
SPA
75
Sentinel Pension Advisors
Massachusetts
$9.54M +$218K +4,771 +2%

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.