Fidelity Total Bond ETF
FBND
121 hedge funds and large institutions have $532M invested in Fidelity Total Bond ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 12 closing their positions.
139% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 23
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
9% more funds holding
Funds holding: 111 → 121 (+10)
7% more capital invested
Capital invested by funds: $497M → $532M (+$34.6M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
3.52% less ownership
Funds ownership: 44.87% → 41.35% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$22.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$4.34M |
| 3 |
CWM
CMH Wealth Management
Portsmouth,
New Hampshire
|
+$2.96M |
| 4 |
Renaissance Technologies
New York
|
+$2.89M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$34.3M |
| 2 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$9.82M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.24M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.84M |
| 5 |
CTB
Country Trust Bank
Bloomington,
Illinois
|
-$1.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$256K | -4,954 | Closed |
|
|
AW
127
ACG Wealth
Atlanta,
Georgia
| – | -$202K | -3,894 | Closed |
|
|
AIC
128
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$88K | -1,708 | Closed |
|
|
PCM
129
Penserra Capital Management
Orinda,
California
| – | -$48K | -918 | Closed |
|
|
NFG
130
Next Financial Group
Houston,
Texas
| – | -$41K | -799 | Closed |
|
|
SMFS
131
Squar Milner Financial Services
Irvine,
California
| – | -$14K | -273 | Closed |
|
|
CAL
132
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$14K | -264 | Closed |
|
|
WQ
133
Wealth Quarterback
Toms River,
New Jersey
| – | -$7.81K | -151 | Closed |
|
134
Fidelity Investments
Boston,
Massachusetts
| – | -$53 | -1 | -25% |
|
FBND Hedge Fund Activity: Q2 2020 in Review
121 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q2 2020, worth a combined $532M — up 7% from $497M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FBND positions and 12 closed out — a net gain of 12 holders — while 55 added to existing stakes and 23 trimmed.
The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $22.9M. The largest seller was Osaic Holdings, cutting an estimated $34.3M.
- 121 institutional investors held Fidelity Total Bond ETF (FBND) as of Q2 2020, up from 111 in Q1 2020.
- Funds reported $532M of Fidelity Total Bond ETF stock for Q2 2020, up 7% quarter-over-quarter.
- 24 funds opened new Fidelity Total Bond ETF positions in Q2 2020 and 12 closed out, a net change of +12 holders.
- The largest Fidelity Total Bond ETF buyer in Q2 2020 was Qube Research & Technologies (QRT), an estimated $22.9M added.
- The largest Fidelity Total Bond ETF seller in Q2 2020 was Osaic Holdings, an estimated $34.3M sold.
Based on aggregated 13F filings for Q2 2020.