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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
BEAM
76
Baker Ellis Asset Management
Washington
$9.35M +$932K +20,371 +11%
AF
77
Allworth Financial
California
$9.32M +$6.78M +148,192 +260%
RWA
78
Rooted Wealth Advisors
Illinois
$9.22M +$9.07M +198,159 +3,243%
LW
79
Linscomb Wealth
Texas
$9.14M -$1.69M -36,998 -16%
PPW
80
Pasadena Private Wealth
California
$9.06M +$1.86M +40,582 +26%
RWP
81
RWA Wealth Partners
Massachusetts
$8.95M -$104K -2,269 -1%
CWM
82
Capital Wealth Management
Rhode Island
$8.85M +$263K +5,739 +3%
GPWA
83
Great Point Wealth Advisors
Massachusetts
$8.6M -$1.06M -23,196 -11%
MA
84
Mutual Advisors
Nebraska
$8.48M +$407K +8,904 +5%
WIP
85
WealthCare Investment Partners
Rhode Island
$7.34M +$2.76M +60,257 +59%
CWM
86
CMH Wealth Management
New Hampshire
$7.22M +$1.77M +38,698 +32%
RT
87
Rockland Trust
Massachusetts
$7.19M -$693K -15,146 -9%
LIG
88
Lokken Investment Group
Delaware
$7.16M +$599K +13,092 +9%
WAM
89
Weatherly Asset Management
California
$7.11M +$3.78M +82,568 +112%
TFA
90
Teamwork Financial Advisors
Texas
$6.74M +$6.79M +148,309 New
AL
91
Aspiriant LLC
California
$6.58M +$744K +16,250 +13%
OWM
92
Opes Wealth Management
California
$6.51M +$1.45M +31,762 +28%
PWA
93
Physician Wealth Advisors
Utah
$6.04M +$244K +5,325 +4%
CWM
94
Cornerstone Wealth Management
Missouri
$5.74M +$725K +15,835 +14%
VA
95
Valmark Advisers
Ohio
$5.7M +$753K +16,462 +15%
SC
96
Steph & Co
Wisconsin
$5.58M +$1.38M +30,070 +32%
FCM
97
Family Capital Management
Michigan
$5.51M +$92.9K +2,030 +2%
Truist Financial
98
Truist Financial
North Carolina
$5.44M +$5.48M +119,662 New
OMC
99
Old Mission Capital
Illinois
$5.36M +$2.54M +55,605 +89%
IWP
100
Insight Wealth Partners
Texas
$5.31M -$327K -7,150 -6%

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.