Fidelity Total Bond ETF
FBND
18 hedge funds and large institutions have $77.7M invested in Fidelity Total Bond ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 6 closing their positions.
78% more capital invested
Capital invested by funds: $43.6M → $77.7M (+$34.1M)
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
21.59% more ownership
Funds ownership: 41.78% → 63.37% (+22%)
6% more funds holding
Funds holding: 17 → 18 (+1)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$12.8M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
+$10.8M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$10.1M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.12M |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$1.14M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$288K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$149K |
| 4 |
ST
Spinnaker Trust
Portland,
Maine
|
-$97.5K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$71K |
FBND Hedge Fund Activity: Q4 2015 in Review
18 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q4 2015, worth a combined $77.7M — up 78% from $43.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FBND positions and 6 closed out — a net gain of 2 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Colony Group, opening a new position worth an estimated $12.8M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $1.14M sold.
- 18 institutional investors held Fidelity Total Bond ETF (FBND) as of Q4 2015, up from 17 in Q3 2015.
- Funds reported $77.7M of Fidelity Total Bond ETF stock for Q4 2015, up 78% quarter-over-quarter.
- 8 funds opened new Fidelity Total Bond ETF positions in Q4 2015 and 6 closed out, a net change of +2 holders.
- The largest Fidelity Total Bond ETF buyer in Q4 2015 was Colony Group, an estimated $12.8M added.
- The largest Fidelity Total Bond ETF seller in Q4 2015 was Virtu KCG Holdings, an estimated $1.14M sold.
Based on aggregated 13F filings for Q4 2015.