Fidelity Total Bond ETF
FBND
17 hedge funds and large institutions have $43.6M invested in Fidelity Total Bond ETF in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 5 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
0.62% less ownership
Funds ownership: 42.41% → 41.78% (-0.62%)
4% less capital invested
Capital invested by funds: $45.5M → $43.6M (-$1.95M)
11% less funds holding
Funds holding: 19 → 17 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$984K |
| 2 |
JP Morgan Chase
New York
|
+$783K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$295K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$288K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$166K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.08M |
| 2 |
LPL Financial
San Diego,
California
|
-$590K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$435K |
| 4 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$259K |
| 5 |
ST
Spinnaker Trust
Portland,
Maine
|
-$58.3K |
FBND Hedge Fund Activity: Q3 2015 in Review
17 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q3 2015, worth a combined $43.6M — down 4.3% from $45.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FBND and 3 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 7 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $984K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.08M sold.
- 17 institutional investors held Fidelity Total Bond ETF (FBND) as of Q3 2015, down from 19 in Q2 2015.
- Funds reported $43.6M of Fidelity Total Bond ETF stock for Q3 2015, down 4.3% quarter-over-quarter.
- 3 funds opened new Fidelity Total Bond ETF positions in Q3 2015 and 5 closed out, a net change of -2 holders.
- The largest Fidelity Total Bond ETF buyer in Q3 2015 was Commonwealth Equity Services, an estimated $984K added.
- The largest Fidelity Total Bond ETF seller in Q3 2015 was Susquehanna International Group, an estimated $2.08M sold.
Based on aggregated 13F filings for Q3 2015.