Fidelity Total Bond ETF
FBND
100 hedge funds and large institutions have $391M invested in Fidelity Total Bond ETF in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 16 reducing their positions, and 8 closing their positions.
313% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 8
150% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 16
32% more funds holding
Funds holding: 76 → 100 (+24)
17% more capital invested
Capital invested by funds: $335M → $391M (+$56.2M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.64% less ownership
Funds ownership: 41.62% → 39.98% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$15.2M |
| 2 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$12.8M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$11.6M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$6.85M |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$5.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWF
Epstein & White Financial
San Diego,
California
|
-$28.4M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
-$8.74M |
| 3 |
Jane Street
New York
|
-$2.93M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.34M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Citadel Advisors
Miami,
Florida
| – | -$702K | -13,578 | Closed |
|
|
KA
102
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$266K | -5,152 | Closed |
|
|
AC
103
Avestar Capital
New York
| – | -$223K | -4,315 | Closed |
|
|
AIC
104
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$56K | -1,083 | Closed |
|
105
Wells Fargo
San Francisco,
California
| – | -$44.8K | -866 | -100% |
|
|
QCIG
106
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$17K | -335 | Closed |
|
|
CFD
107
Creative Financial Designs
Kokomo,
Indiana
| – | -$1K | -13 | Closed |
|
FBND Hedge Fund Activity: Q4 2019 in Review
100 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q4 2019, worth a combined $391M — up 17% from $335M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new FBND positions and 8 closed out — a net gain of 25 holders — while 40 added to existing stakes and 16 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $15.2M. The largest seller was Epstein & White Financial, cutting an estimated $28.4M.
- 100 institutional investors held Fidelity Total Bond ETF (FBND) as of Q4 2019, up from 76 in Q3 2019.
- Funds reported $391M of Fidelity Total Bond ETF stock for Q4 2019, up 17% quarter-over-quarter.
- 33 funds opened new Fidelity Total Bond ETF positions in Q4 2019 and 8 closed out, a net change of +25 holders.
- The largest Fidelity Total Bond ETF buyer in Q4 2019 was Cambridge Investment Research Advisors, an estimated $15.2M added.
- The largest Fidelity Total Bond ETF seller in Q4 2019 was Epstein & White Financial, an estimated $28.4M sold.
Based on aggregated 13F filings for Q4 2019.