Fidelity Total Bond ETF
FBND
207 hedge funds and large institutions have $1.31B invested in Fidelity Total Bond ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 20 closing their positions.
170% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 20
77% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 48
44% more funds holding in top 10
Funds holding in top 10: 16 → 23 (+7)
24% more capital invested
Capital invested by funds: $1.06B → $1.31B (+$256M)
18% more funds holding
Funds holding: 175 → 207 (+32)
8.48% more ownership
Funds ownership: 49.98% → 58.47% (+8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$39.8M |
| 2 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$25.2M |
| 3 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
+$25.2M |
| 4 |
GC
Gratus Capital
Atlanta,
Georgia
|
+$24.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$19.3M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$12.1M |
| 3 |
Jane Street
New York
|
-$9.79M |
| 4 |
Barclays
London,
United Kingdom
|
-$5.81M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$4.59M |
FBND Hedge Fund Activity: Q4 2021 in Review
207 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q4 2021, worth a combined $1.31B — up 24% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new FBND positions and 20 closed out — a net gain of 34 holders — while 85 added to existing stakes and 48 trimmed.
The largest buyer was Sequoia Financial Advisors, adding an estimated $39.8M. The largest seller was Harbour Investments, cutting an estimated $19.3M.
- 207 institutional investors held Fidelity Total Bond ETF (FBND) as of Q4 2021, up from 175 in Q3 2021.
- Funds reported $1.31B of Fidelity Total Bond ETF stock for Q4 2021, up 24% quarter-over-quarter.
- 54 funds opened new Fidelity Total Bond ETF positions in Q4 2021 and 20 closed out, a net change of +34 holders.
- The largest Fidelity Total Bond ETF buyer in Q4 2021 was Sequoia Financial Advisors, an estimated $39.8M added.
- The largest Fidelity Total Bond ETF seller in Q4 2021 was Harbour Investments, an estimated $19.3M sold.
Based on aggregated 13F filings for Q4 2021.