Fidelity Total Bond ETF
FBND
64 hedge funds and large institutions have $246M invested in Fidelity Total Bond ETF in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
73% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 15
16% more capital invested
Capital invested by funds: $211M → $246M (+$34.7M)
14% more funds holding
Funds holding: 56 → 64 (+8)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
97.38% less ownership
Funds ownership: 154.32% → 56.94% (-97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$13.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$9.85M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.71M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
-$11.2M |
| 2 |
Morgan Stanley
New York
|
-$2.49M |
| 3 |
SXL
Summit X LLC
Chesterfield,
Missouri
|
-$1.79M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.11M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$771K |
FBND Hedge Fund Activity: Q3 2018 in Review
64 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q3 2018, worth a combined $246M — up 16% from $211M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FBND positions and 7 closed out — a net gain of 8 holders — while 26 added to existing stakes and 15 trimmed.
The largest buyer was Simplicity Solutions, opening a new position worth an estimated $13.2M. The largest seller was LVZ Inc, cutting an estimated $11.2M.
- 64 institutional investors held Fidelity Total Bond ETF (FBND) as of Q3 2018, up from 56 in Q2 2018.
- Funds reported $246M of Fidelity Total Bond ETF stock for Q3 2018, up 16% quarter-over-quarter.
- 15 funds opened new Fidelity Total Bond ETF positions in Q3 2018 and 7 closed out, a net change of +8 holders.
- The largest Fidelity Total Bond ETF buyer in Q3 2018 was Simplicity Solutions, an estimated $13.2M added.
- The largest Fidelity Total Bond ETF seller in Q3 2018 was LVZ Inc, an estimated $11.2M sold.
Based on aggregated 13F filings for Q3 2018.