Fidelity Total Bond ETF
FBND
35 hedge funds and large institutions have $104M invested in Fidelity Total Bond ETF in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 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: 30 → 35 (+5)
5.09% more ownership
Funds ownership: 69.17% → 74.27% (+5.1%)
5% more capital invested
Capital invested by funds: $99M → $104M (+$4.54M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 10 | 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 |
LI
LVZ Inc
Holland,
Michigan
|
+$1.52M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.27M |
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
35 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q4 2016, worth a combined $104M — up 4.6% from $99M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FBND positions and 4 closed out — a net gain of 6 holders — while 10 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.
- 35 institutional investors held Fidelity Total Bond ETF (FBND) as of Q4 2016, up from 30 in Q3 2016.
- Funds reported $104M of Fidelity Total Bond ETF stock for Q4 2016, up 4.6% 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.