Fidelity Total Bond ETF
FBND
416 hedge funds and large institutions have $5.29B invested in Fidelity Total Bond ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 210 increasing their positions, 92 reducing their positions, and 24 closing their positions.
304% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 24
128% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 92
38% more capital invested
Capital invested by funds: $3.84B → $5.29B (+$1.45B)
25% more funds holding in top 10
Funds holding in top 10: 65 → 81 (+16)
20% more funds holding
Funds holding: 346 → 416 (+70)
3.4% more ownership
Funds ownership: 75.09% → 78.49% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$413M |
| 2 |
Morgan Stanley
New York
|
+$136M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$55.3M |
| 4 |
HG
Harbor Group
Bedford,
New Hampshire
|
+$33M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$30.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$75.7M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$26.3M |
| 3 |
CTB
Country Trust Bank
Bloomington,
Illinois
|
-$22.9M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$19.9M |
| 5 |
PWP
Principle Wealth Partners
Madison,
Connecticut
|
-$13.6M |
FBND Hedge Fund Activity: Q4 2023 in Review
416 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q4 2023, worth a combined $5.29B — up 38% from $3.84B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new FBND positions and 24 closed out — a net gain of 73 holders — while 210 added to existing stakes and 92 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $413M. The largest seller was Baker Avenue Asset Management, cutting an estimated $75.7M.
- 416 institutional investors held Fidelity Total Bond ETF (FBND) as of Q4 2023, up from 346 in Q3 2023.
- Funds reported $5.29B of Fidelity Total Bond ETF stock for Q4 2023, up 38% quarter-over-quarter.
- 97 funds opened new Fidelity Total Bond ETF positions in Q4 2023 and 24 closed out, a net change of +73 holders.
- The largest Fidelity Total Bond ETF buyer in Q4 2023 was Fidelity Investments, an estimated $413M added.
- The largest Fidelity Total Bond ETF seller in Q4 2023 was Baker Avenue Asset Management, an estimated $75.7M sold.
Based on aggregated 13F filings for Q4 2023.