Fidelity Total Bond ETF
FBND
39 hedge funds and large institutions have $118M invested in Fidelity Total Bond ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
14% more capital invested
Capital invested by funds: $104M → $118M (+$14.6M)
11% more funds holding
Funds holding: 35 → 39 (+4)
10.41% more ownership
Funds ownership: 74.27% → 84.68% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$10.7M |
| 2 |
WA
WealthTrust-Arizona
Scottsdale,
Arizona
|
+$3.86M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.38M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$1.74M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.74M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$699K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$538K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$519K |
| 5 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$505K |
FBND Hedge Fund Activity: Q1 2017 in Review
39 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q1 2017, worth a combined $118M — up 14% from $104M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FBND positions and 3 closed out — a net gain of 6 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $10.7M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $1.74M sold.
- 39 institutional investors held Fidelity Total Bond ETF (FBND) as of Q1 2017, up from 35 in Q4 2016.
- Funds reported $118M of Fidelity Total Bond ETF stock for Q1 2017, up 14% quarter-over-quarter.
- 9 funds opened new Fidelity Total Bond ETF positions in Q1 2017 and 3 closed out, a net change of +6 holders.
- The largest Fidelity Total Bond ETF buyer in Q1 2017 was Brinker Capital Investments, an estimated $10.7M added.
- The largest Fidelity Total Bond ETF seller in Q1 2017 was Guggenheim Capital, an estimated $1.74M sold.
Based on aggregated 13F filings for Q1 2017.