Fidelity Total Bond ETF
FBND
76 hedge funds and large institutions have $335M invested in Fidelity Total Bond ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 5 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 18
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
4% more funds holding
Funds holding: 73 → 76 (+3)
3% less capital invested
Capital invested by funds: $344M → $335M (-$9.11M)
9.03% less ownership
Funds ownership: 50.64% → 41.62% (-9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
+$4.62M |
| 2 |
EWF
Epstein & White Financial
San Diego,
California
|
+$3.48M |
| 3 |
Jane Street
New York
|
+$3.14M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.5M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$26.1M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$18.9M |
| 3 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$550K |
| 4 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$535K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$365K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
76
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$18.9M | -370,085 | Closed |
|
|
RCAG
77
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$535K | -10,475 | Closed |
|
|
SMFS
78
Squar Milner Financial Services
Irvine,
California
| – | -$31K | -612 | Closed |
|
|
RIA
79
Realta Investment Advisors
Wilmington,
Delaware
| – | -$21K | -415 | Closed |
|
80
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9K | -176 | Closed |
|
81
Fidelity Investments
Boston,
Massachusetts
| – | -$361 | -7 | -88% |
|
FBND Hedge Fund Activity: Q3 2019 in Review
76 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q3 2019, worth a combined $335M — down 2.6% from $344M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FBND positions and 5 closed out — a net gain of 4 holders — while 38 added to existing stakes and 18 trimmed.
The largest buyer was IBEX Wealth Advisors, opening a new position worth an estimated $4.62M. The largest seller was AE Wealth Management, cutting an estimated $26.1M.
- 76 institutional investors held Fidelity Total Bond ETF (FBND) as of Q3 2019, up from 73 in Q2 2019.
- Funds reported $335M of Fidelity Total Bond ETF stock for Q3 2019, down 2.6% quarter-over-quarter.
- 9 funds opened new Fidelity Total Bond ETF positions in Q3 2019 and 5 closed out, a net change of +4 holders.
- The largest Fidelity Total Bond ETF buyer in Q3 2019 was IBEX Wealth Advisors, an estimated $4.62M added.
- The largest Fidelity Total Bond ETF seller in Q3 2019 was AE Wealth Management, an estimated $26.1M sold.
Based on aggregated 13F filings for Q3 2019.