Fidelity Total Bond ETF
FBND
27 hedge funds and large institutions have $81.3M invested in Fidelity Total Bond ETF in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
59% more funds holding
Funds holding: 17 → 27 (+10)
22% more capital invested
Capital invested by funds: $66.8M → $81.3M (+$14.4M)
5.84% more ownership
Funds ownership: 54.71% → 60.54% (+5.8%)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
+$10.8M |
| 2 |
Jane Street
New York
|
+$2.6M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.49M |
| 4 |
Goldman Sachs
New York
|
+$2.08M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$845K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
-$8.92M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$765K |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$58.4K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.4K |
| 5 |
LPL Financial
San Diego,
California
|
-$19.2K |
FBND Hedge Fund Activity: Q1 2016 in Review
27 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q1 2016, worth a combined $81.3M — up 22% from $66.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FBND positions and 1 closed out — a net gain of 10 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was LVZ Inc, opening a new position worth an estimated $10.8M. The largest seller was Colony Group, cutting an estimated $8.92M.
- 27 institutional investors held Fidelity Total Bond ETF (FBND) as of Q1 2016, up from 17 in Q4 2015.
- Funds reported $81.3M of Fidelity Total Bond ETF stock for Q1 2016, up 22% quarter-over-quarter.
- 11 funds opened new Fidelity Total Bond ETF positions in Q1 2016 and 1 closed out, a net change of +10 holders.
- The largest Fidelity Total Bond ETF buyer in Q1 2016 was LVZ Inc, an estimated $10.8M added.
- The largest Fidelity Total Bond ETF seller in Q1 2016 was Colony Group, an estimated $8.92M sold.
Based on aggregated 13F filings for Q1 2016.