Fidelity Total Bond ETF
FBND
19 hedge funds and large institutions have $45.5M invested in Fidelity Total Bond ETF in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
228% more capital invested
Capital invested by funds: $13.9M → $45.5M (+$31.6M)
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
46% more funds holding
Funds holding: 13 → 19 (+6)
23.58% more ownership
Funds ownership: 18.83% → 42.41% (+24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$32.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.89M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.37M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.63M |
| 5 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$427K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.75M |
| 2 |
Jane Street
New York
|
-$394K |
| 3 |
ST
Spinnaker Trust
Portland,
Maine
|
-$16.1K |
| 4 |
Morgan Stanley
New York
|
-$15.1K |
FBND Hedge Fund Activity: Q2 2015 in Review
19 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q2 2015, worth a combined $45.5M — up 228% from $13.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FBND positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $32.3M. The largest seller was UBS Group, cutting an estimated $7.75M.
- 19 institutional investors held Fidelity Total Bond ETF (FBND) as of Q2 2015, up from 13 in Q1 2015.
- Funds reported $45.5M of Fidelity Total Bond ETF stock for Q2 2015, up 228% quarter-over-quarter.
- 7 funds opened new Fidelity Total Bond ETF positions in Q2 2015 and 1 closed out, a net change of +6 holders.
- The largest Fidelity Total Bond ETF buyer in Q2 2015 was Ladenburg Thalmann Financial Services, an estimated $32.3M added.
- The largest Fidelity Total Bond ETF seller in Q2 2015 was UBS Group, an estimated $7.75M sold.
Based on aggregated 13F filings for Q2 2015.