Fidelity Total Bond ETF
FBND
42 hedge funds and large institutions have $156M invested in Fidelity Total Bond ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 4 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
111% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 9
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
47% more capital invested
Capital invested by funds: $106M → $156M (+$49.6M)
34.98% more ownership
Funds ownership: 75.64% → 110.62% (+35%)
8% more funds holding
Funds holding: 39 → 42 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
+$23.5M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$20.2M |
| 3 |
WA
WealthTrust-Arizona
Scottsdale,
Arizona
|
+$3M |
| 4 |
VF
Virtu Financial
New York
|
+$1.55M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$3.85M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$658K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$600K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$221K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$121K |
FBND Hedge Fund Activity: Q3 2017 in Review
42 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q3 2017, worth a combined $156M — up 47% from $106M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FBND positions and 4 closed out — a net gain of 4 holders — while 19 added to existing stakes and 9 trimmed.
The largest buyer was LVZ Inc, opening a new position worth an estimated $23.5M. The largest seller was Mariner Independent Advisor Network, exiting entirely with an estimated $3.85M sold.
- 42 institutional investors held Fidelity Total Bond ETF (FBND) as of Q3 2017, up from 39 in Q2 2017.
- Funds reported $156M of Fidelity Total Bond ETF stock for Q3 2017, up 47% quarter-over-quarter.
- 8 funds opened new Fidelity Total Bond ETF positions in Q3 2017 and 4 closed out, a net change of +4 holders.
- The largest Fidelity Total Bond ETF buyer in Q3 2017 was LVZ Inc, an estimated $23.5M added.
- The largest Fidelity Total Bond ETF seller in Q3 2017 was Mariner Independent Advisor Network, an estimated $3.85M sold.
Based on aggregated 13F filings for Q3 2017.