Fidelity Total Bond ETF
FBND
34 hedge funds and large institutions have $82.4M invested in Fidelity Total Bond ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
17% more funds holding
Funds holding: 29 → 34 (+5)
4% more ownership
Funds ownership: 55.16% → 59.16% (+4%)
4% more capital invested
Capital invested by funds: $78.9M → $82.4M (+$3.52M)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.18M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.75M |
| 3 |
BWM
Braver Wealth Management
Needham,
Massachusetts
|
+$1.74M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.27M |
| 5 |
WA
WealthTrust-Arizona
Scottsdale,
Arizona
|
+$726K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.32M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$852K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$750K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$669K |
FBND Hedge Fund Activity: Q4 2016 in Review
34 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q4 2016, worth a combined $82.4M — up 4.5% from $78.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FBND positions and 4 closed out — a net gain of 6 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $9.18M. The largest seller was UBS Group, cutting an estimated $3.7M.
- 34 institutional investors held Fidelity Total Bond ETF (FBND) as of Q4 2016, up from 29 in Q3 2016.
- Funds reported $82.4M of Fidelity Total Bond ETF stock for Q4 2016, up 4.5% quarter-over-quarter.
- 10 funds opened new Fidelity Total Bond ETF positions in Q4 2016 and 4 closed out, a net change of +6 holders.
- The largest Fidelity Total Bond ETF buyer in Q4 2016 was Commonwealth Equity Services, an estimated $9.18M added.
- The largest Fidelity Total Bond ETF seller in Q4 2016 was UBS Group, an estimated $3.7M sold.
Based on aggregated 13F filings for Q4 2016.