Fidelity Total Bond ETF
FBND
111 hedge funds and large institutions have $497M invested in Fidelity Total Bond ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 32 reducing their positions, and 14 closing their positions.
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
27% more capital invested
Capital invested by funds: $391M → $497M (+$106M)
19% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 32
11% more funds holding
Funds holding: 100 → 111 (+11)
4.89% more ownership
Funds ownership: 39.98% → 44.87% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CTB
Country Trust Bank
Bloomington,
Illinois
|
+$116M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$11.9M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$11.8M |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
+$9.33M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$13.9M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$11.6M |
| 3 |
CWM
CMH Wealth Management
Portsmouth,
New Hampshire
|
-$8.43M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$6.86M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Fidelity Investments
Boston,
Massachusetts
| – | +$155 | +3 | +300% |
|
FBND Hedge Fund Activity: Q1 2020 in Review
111 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q1 2020, worth a combined $497M — up 27% from $391M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FBND positions and 14 closed out — a net gain of 13 holders — while 38 added to existing stakes and 32 trimmed.
The largest buyer was Country Trust Bank, opening a new position worth an estimated $116M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $13.9M.
- 111 institutional investors held Fidelity Total Bond ETF (FBND) as of Q1 2020, up from 100 in Q4 2019.
- Funds reported $497M of Fidelity Total Bond ETF stock for Q1 2020, up 27% quarter-over-quarter.
- 27 funds opened new Fidelity Total Bond ETF positions in Q1 2020 and 14 closed out, a net change of +13 holders.
- The largest Fidelity Total Bond ETF buyer in Q1 2020 was Country Trust Bank, an estimated $116M added.
- The largest Fidelity Total Bond ETF seller in Q1 2020 was Cambridge Investment Research Advisors, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2020.