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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
3.06%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
22
Increased
99
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CTB
Country Trust Bank
Illinois
+$38.5M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$20.8M
3
UBS Group
UBS Group
Switzerland
+$7.56M
4
AIC
Ameritas Investment Company
Nebraska
+$6.56M
5
Osaic Holdings
Osaic Holdings
Arizona
+$5.18M

Top Sellers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
-$37M
2
BCI
Brinker Capital Investments
Pennsylvania
-$35.5M
3
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$20.9M
4
Barclays
Barclays
United Kingdom
-$3.23M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$3.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
76
Mariner
Kansas
$1.68M -$82.2K -1,532 -5%
WA
77
Wambolt & Associates
Colorado
$1.62M +$881K +16,433 +118%
BFA
78
Beaumont Financial Advisors
Massachusetts
$1.5M +$998K +18,606 +196%
TCM
79
Traynor Capital Management
Pennsylvania
$1.47M -$380K -7,087 -20%
CPIA
80
Cornell Pochily Investment Advisors
New York
$1.43M +$50.1K +934 +4%
DP
81
Denver PWM
Colorado
$1.41M +$37.1K +691 +3%
IA
82
IFP Advisors
Florida
$1.41M +$318K +5,939 +29%
CW
83
CreativeOne Wealth
Kansas
$1.37M +$243K +4,537 +21%
NA
84
NewEdge Advisors
Louisiana
$1.34M -$1.98M -37,007 -59%
SWA
85
Stratos Wealth Advisors
Ohio
$1.27M -$1.13K -21 -0.1%
OPS
86
Orion Portfolio Solutions
Nebraska
$1.23M -$241K -4,500 -16%
CAG
87
Compass Advisory Group
New York
$1.22M +$1.55K +29 +0.1%
ANTB
88
AMG National Trust Bank
Colorado
$1.19M -$32.2K -600 -3%
TCWM
89
Total Clarity Wealth Management
Illinois
$1.16M +$1.17M +21,748 New
AWA
90
Arkadios Wealth Advisors
Georgia
$1.09M +$157K +2,934 +17%
LWAC
91
Laurel Wealth Advisors (California)
California
$1.06M +$50.1K +934 +5%
AWM
92
AE Wealth Management
Kansas
$1.05M +$776K +14,479 +270%
JWCA
93
J.W. Cole Advisors
Florida
$1.04M +$494K +9,204 +92%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$1.03M +$584K +10,888 +128%
SFS
95
Sowell Financial Services
Arkansas
$1.02M +$305K +5,684 +42%
CPWM
96
Cardinal Point Wealth Management
California
$941K -$115K -2,150 -11%
MAG
97
Mayfair Advisory Group
Alabama
$927K +$18.2K +340 +2%
GM
98
GeoWealth Management
Illinois
$924K +$933K +17,391 New
PJSIMP
99
P.J. Schmidt Investment Management (PJS)
Wisconsin
$903K -$2.15K -40 -0.2%
DBRC
100
D.B. Root & Company
Pennsylvania
$887K +$113K +2,107 +14%
2 3
4
5 6

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.