Fidelity Total Bond ETF
FBND
164 hedge funds and large institutions have $928M invested in Fidelity Total Bond ETF in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 34 reducing their positions, and 9 closing their positions.
211% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 9
135% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 34
24% more capital invested
Capital invested by funds: $750M → $928M (+$178M)
11% more funds holding
Funds holding: 148 → 164 (+16)
7.49% more ownership
Funds ownership: 43.81% → 51.3% (+7.5%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$54.2M |
| 2 |
CTB
Country Trust Bank
Bloomington,
Illinois
|
+$38.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$26.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$11.8M |
| 5 |
WFA
WestHill Financial Advisors
San Rafael,
California
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$18.7M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$7.55M |
| 3 |
CAG
Compass Advisory Group
Melville,
New York
|
-$6.59M |
| 4 |
JP Morgan Chase
New York
|
-$5.44M |
| 5 |
Jane Street
New York
|
-$3.89M |
FBND Hedge Fund Activity: Q1 2021 in Review
164 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q1 2021, worth a combined $928M — up 24% from $750M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FBND positions and 9 closed out — a net gain of 19 holders — while 80 added to existing stakes and 34 trimmed.
The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $54.2M. The largest seller was RWA Wealth Partners, cutting an estimated $18.7M.
- 164 institutional investors held Fidelity Total Bond ETF (FBND) as of Q1 2021, up from 148 in Q4 2020.
- Funds reported $928M of Fidelity Total Bond ETF stock for Q1 2021, up 24% quarter-over-quarter.
- 28 funds opened new Fidelity Total Bond ETF positions in Q1 2021 and 9 closed out, a net change of +19 holders.
- The largest Fidelity Total Bond ETF buyer in Q1 2021 was Sequoia Financial Advisors, an estimated $54.2M added.
- The largest Fidelity Total Bond ETF seller in Q1 2021 was RWA Wealth Partners, an estimated $18.7M sold.
Based on aggregated 13F filings for Q1 2021.