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Fidelity Total Bond ETF
FBND

416 hedge funds and large institutions have $5.29B invested in Fidelity Total Bond ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 210 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 24

128% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 92

38% more capital invested

Capital invested by funds: $3.84B → $5.29B (+$1.45B)

25% more funds holding in top 10

Funds holding in top 10: 65 → 81 (+16)

20% more funds holding

Funds holding: 346 → 416 (+70)

3.4% more ownership

Funds ownership: 75.09% → 78.49% (+3.4%)

Holders
416
Holders Change
+70
Holders Change %
+20.23%
% of All Funds
6.07%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.18%
New
97
Increased
210
Reduced
92
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$413M
2
Morgan Stanley
Morgan Stanley
New York
+$136M
3
Bank of America
Bank of America
North Carolina
+$55.3M
4
HG
Harbor Group
New Hampshire
+$33M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$30.8M

Top Sellers

Rank Fund Capital Flow
1
BAAM
Baker Avenue Asset Management
California
-$75.7M
2
RA
RFG Advisory
Alabama
-$26.3M
3
CTB
Country Trust Bank
Illinois
-$22.9M
4
SL
Systelligence LLC
Minnesota
-$19.9M
5
PWP
Principle Wealth Partners
Connecticut
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
201
LongView Wealth Management
Georgia
$2.66M +$2.57M +58,291 New
HIS
202
Horizon Investment Services
Indiana
$2.64M +$552K +12,511 +28%
SPC
203
Sigma Planning Corp
Michigan
$2.62M -$2.37M -53,615 -48%
MA
204
MJP Associates
Connecticut
$2.58M +$96.9K +2,195 +4%
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$2.55M -$219K -4,968 -8%
EWMCB
206
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.54M -$148K -3,357 -6%
RMF
207
Red Mountain Financial
Colorado
$2.49M +$2.39M +54,110 New
APWM
208
Atlas Private Wealth Management
New York
$2.47M +$286K +6,471 +14%
LFA
209
Legacy Financial Advisors
Kentucky
$2.45M +$2.35M +53,145 New
AF
210
Advisornet Financial
Minnesota
$2.44M +$2.34M +53,102 New
Brown Advisory
211
Brown Advisory
Maryland
$2.41M – – –
PGFC
212
Peapack-Gladstone Financial Corp
New Jersey
$2.38M +$1.05M +23,850 +85%
CWA
213
Clarity Wealth Advisors
California
$2.38M +$2.28M +51,737 New
IF
214
IRON Financial
Illinois
$2.28M +$43K +975 +2%
AFG
215
ABLE Financial Group
Arizona
$2.25M +$1.83M +41,538 +566%
FW
216
FirstPurpose Wealth
Utah
$2.23M +$480K +10,870 +29%
FUBT
217
First United Bank & Trust
Maryland
$2.2M +$712K +16,142 +51%
RFN
218
RDA Financial Network
Iowa
$2.2M +$42K +952 +2%
AP
219
Agilis Partners
Massachusetts
$2.2M – – –
BSB
220
Bangor Savings Bank
Maine
$2.2M – – –
CPCM
221
Cardinal Point Capital Management
Ontario, Canada
$2.18M +$170K +3,860 +9%
GAM
222
Gotham Asset Management
New York
$2.18M +$2.09M +47,255 New
GIA
223
Gladstone Institutional Advisory
Florida
$2.14M +$506K +11,460 +33%
CSWM
224
Cassady Schiller Wealth Management
Ohio
$2.14M +$46.2K +1,048 +2%
EPWM
225
Essex Private Wealth Management
Massachusetts
$2.12M +$332K +7,521 +20%
7 8
9
10 11

FBND Hedge Fund Activity: Q4 2023 in Review

416 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q4 2023, worth a combined $5.29B — up 38% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new FBND positions and 24 closed out — a net gain of 73 holders — while 210 added to existing stakes and 92 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $413M. The largest seller was Baker Avenue Asset Management, cutting an estimated $75.7M.

  • 416 institutional investors held Fidelity Total Bond ETF (FBND) as of Q4 2023, up from 346 in Q3 2023.
  • Funds reported $5.29B of Fidelity Total Bond ETF stock for Q4 2023, up 38% quarter-over-quarter.
  • 97 funds opened new Fidelity Total Bond ETF positions in Q4 2023 and 24 closed out, a net change of +73 holders.
  • The largest Fidelity Total Bond ETF buyer in Q4 2023 was Fidelity Investments, an estimated $413M added.
  • The largest Fidelity Total Bond ETF seller in Q4 2023 was Baker Avenue Asset Management, an estimated $75.7M sold.

Based on aggregated 13F filings for Q4 2023.