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 7 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 4 closing their positions.
122% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 9
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more capital invested
Capital invested by funds: $129M → $156M (+$27.1M)
18.98% more ownership
Funds ownership: 91.63% → 110.62% (+19%)
5% more funds holding
Funds holding: 40 → 42 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$20.2M |
| 2 |
WA
WealthTrust-Arizona
Scottsdale,
Arizona
|
+$3M |
| 3 |
VF
Virtu Financial
New York
|
+$1.55M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.47M |
| 5 |
LI
LVZ Inc
Holland,
Michigan
|
+$957K |
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 4,022 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q3 2017, worth a combined $156M — up 21% from $129M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FBND positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 9 trimmed.
The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $20.2M. 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 40 in Q2 2017.
- Funds reported $156M of Fidelity Total Bond ETF stock for Q3 2017, up 21% quarter-over-quarter.
- 7 funds opened new Fidelity Total Bond ETF positions in Q3 2017 and 4 closed out, a net change of +3 holders.
- The largest Fidelity Total Bond ETF buyer in Q3 2017 was 3EDGE Asset Management, an estimated $20.2M 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.