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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
HA
101
Hofer & Associates
California
$5.07M +$513K +11,212 +11%
Creative Planning
102
Creative Planning
Kansas
$5.01M -$224K -4,891 -4%
UWM
103
USAdvisors Wealth Management
Minnesota
$5.01M +$5.06M +110,656 New
HAIM
104
Hunter Associates Investment Management
Pennsylvania
$4.78M +$4.36M +95,167 +953%
AFG
105
Allegheny Financial Group
Pennsylvania
$4.59M -$284K -6,208 -6%
JP Morgan Chase
106
JP Morgan Chase
New York
$4.59M +$1.29M +28,285 +39%
SPC
107
Sigma Planning Corp
Michigan
$4.59M +$1.42M +31,000 +44%
CWMU
108
Caliber Wealth Management (Utah)
Utah
$4.55M +$317K +6,933 +7%
FHC
109
First Heartland Consultants
Missouri
$4.51M -$356K -7,772 -7%
PIA
110
Powell Investment Advisors
Florida
$4.5M -$2.7M -59,082 -37%
TWC
111
TD Waterhouse Canada
Ontario, Canada
$4.31M -$94.4K -2,062 -2%
MTWM
112
Masso Torrence Wealth Management
New Jersey
$4.24M +$837K +18,281 +24%
PAG
113
Private Advisor Group
New Jersey
$4.17M -$42.1K -920 -1%
OFP
114
OLIO Financial Planning
Virginia
$4.13M +$564K +12,323 +16%
HI
115
Harbour Investments
Wisconsin
$4.02M +$546K +11,938 +16%
ST
116
Spinnaker Trust
Maine
$3.91M +$13.5K +296 +0.3%
CAN
117
Cetera Advisor Networks
California
$3.82M +$307K +6,703 +9%
CF
118
Centaurus Financial
California
$3.78M +$3.37M +73,664 +768%
LOIP
119
Live Oak Investment Partners
Texas
$3.69M
LCC
120
Lincoln Capital Corp
Rhode Island
$3.67M +$2M +43,793 +118%
VWA
121
Visionary Wealth Advisors
Illinois
$3.65M +$1.18M +25,839 +47%
FHA
122
Flagship Harbor Advisors
Massachusetts
$3.6M -$873K -19,073 -19%
SIA
123
Soltis Investment Advisors
Utah
$3.56M -$203K -4,444 -5%
OFG
124
OmniStar Financial Group
North Carolina
$3.51M +$728K +15,911 +26%
ACA
125
Anchor Capital Advisors
Massachusetts
$3.43M -$2.06K -45 -0.1%

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.