Fidelity Total Bond ETF
FBND
148 hedge funds and large institutions have $750M invested in Fidelity Total Bond ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 25 reducing their positions, and 6 closing their positions.
350% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 6
236% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 25
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
21% more capital invested
Capital invested by funds: $619M → $750M (+$131M)
17% more funds holding
Funds holding: 127 → 148 (+21)
0.84% more ownership
Funds ownership: 42.98% → 43.81% (+0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CTB
Country Trust Bank
Bloomington,
Illinois
|
+$18.7M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.72M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$7.53M |
| 4 |
MGWM
Marks Group Wealth Management
Minnetonka,
Minnesota
|
+$7.26M |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$4.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Argent Advisors
Monroe,
Louisiana
|
-$1.06M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$605K |
| 3 |
CWAF
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
-$357K |
| 4 |
Morgan Stanley
New York
|
-$311K |
| 5 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$260K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
151
Flow Traders U.S.
New York
| – | -$242K | -4,435 | Closed |
|
152
Lido Advisors
Los Angeles,
California
| – | -$243K | -4,433 | Closed |
|
|
CWG
153
Cornerstone Wealth Group
Huntersville,
North Carolina
| – | -$201K | -3,681 | Closed |
|
|
FHA
154
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$78K | -1,443 | Closed |
|
155
Fidelity Investments
Boston,
Massachusetts
| – | +$109 | +2 | New |
|
FBND Hedge Fund Activity: Q4 2020 in Review
148 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q4 2020, worth a combined $750M — up 21% from $619M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new FBND positions and 6 closed out — a net gain of 21 holders — while 84 added to existing stakes and 25 trimmed.
The largest buyer was Country Trust Bank, adding an estimated $18.7M. The largest seller was Argent Advisors, cutting an estimated $1.06M.
- 148 institutional investors held Fidelity Total Bond ETF (FBND) as of Q4 2020, up from 127 in Q3 2020.
- Funds reported $750M of Fidelity Total Bond ETF stock for Q4 2020, up 21% quarter-over-quarter.
- 27 funds opened new Fidelity Total Bond ETF positions in Q4 2020 and 6 closed out, a net change of +21 holders.
- The largest Fidelity Total Bond ETF buyer in Q4 2020 was Country Trust Bank, an estimated $18.7M added.
- The largest Fidelity Total Bond ETF seller in Q4 2020 was Argent Advisors, an estimated $1.06M sold.
Based on aggregated 13F filings for Q4 2020.