Fidelity Total Bond ETF
FBND
73 hedge funds and large institutions have $344M invested in Fidelity Total Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
112% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 17
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more capital invested
Capital invested by funds: $293M → $344M (+$51M)
11% more funds holding
Funds holding: 66 → 73 (+7)
2.74% less ownership
Funds ownership: 53.38% → 50.64% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$15.3M |
| 2 |
SWM
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
+$11.4M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.15M |
| 4 |
EWF
Epstein & White Financial
San Diego,
California
|
+$2.8M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.38M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$593K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$510K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$314K |
| 5 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$276K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
76
Macroview Investment Management
Bethesda,
Maryland
| – | -$5K | -92 | Closed |
|
77
US Bancorp
Minneapolis,
Minnesota
| – | -$1K | -18 | Closed |
|
78
Fidelity Investments
Boston,
Massachusetts
| – | +$352 | +7 | +700% |
|
|
SPIA
79
Steward Partners Investment Advisory
New York
| – | +$754 | +15 | New |
|
FBND Hedge Fund Activity: Q2 2019 in Review
73 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q2 2019, worth a combined $344M — up 17% from $293M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FBND positions and 5 closed out — a net gain of 9 holders — while 36 added to existing stakes and 17 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $15.3M. The largest seller was Jane Street, exiting entirely with an estimated $5.38M sold.
- 73 institutional investors held Fidelity Total Bond ETF (FBND) as of Q2 2019, up from 66 in Q1 2019.
- Funds reported $344M of Fidelity Total Bond ETF stock for Q2 2019, up 17% quarter-over-quarter.
- 14 funds opened new Fidelity Total Bond ETF positions in Q2 2019 and 5 closed out, a net change of +9 holders.
- The largest Fidelity Total Bond ETF buyer in Q2 2019 was AE Wealth Management, an estimated $15.3M added.
- The largest Fidelity Total Bond ETF seller in Q2 2019 was Jane Street, an estimated $5.38M sold.
Based on aggregated 13F filings for Q2 2019.