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Fidelity Total Bond ETF
FBND

207 hedge funds and large institutions have $1.31B invested in Fidelity Total Bond ETF in 2021 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 85 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 20

77% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 48

44% more funds holding in top 10

Funds holding in top 10: 16 → 23 (+7)

24% more capital invested

Capital invested by funds: $1.06B → $1.31B (+$256M)

18% more funds holding

Funds holding: 175 → 207 (+32)

8.48% more ownership

Funds ownership: 49.98% → 58.47% (+8.5%)

Holders
207
Holders Change
+32
Holders Change %
+18.29%
% of All Funds
3.19%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.35%
New
54
Increased
85
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
+$39.8M
2
AWM
Affinity Wealth Management
Delaware
+$25.2M
3
BBA
Braun-Bostich & Associates
Pennsylvania
+$25.2M
4
GC
Gratus Capital
Georgia
+$24.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.5M

Top Sellers

1
HI
Harbour Investments
Wisconsin
-$19.3M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$12.1M
3
Jane Street
Jane Street
New York
-$9.79M
4
Barclays
Barclays
United Kingdom
-$5.81M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
1
Country Trust Bank
Illinois
$228M +$3.66M +68,982 +2%
Osaic Holdings
2
Osaic Holdings
Arizona
$64.1M +$5.17M +97,493 +9%
SFA
3
Sequoia Financial Advisors
Ohio
$63.9M +$39.8M +750,056 +165%
RWP
4
RWA Wealth Partners
Massachusetts
$47.7M +$2.36M +44,402 +5%
UBS Group
5
UBS Group
Switzerland
$47.6M +$1.13M +21,370 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$46.1M +$3.98M +74,950 +9%
SWM
7
Spire Wealth Management
Virginia
$33.1M +$190K +3,574 +0.6%
LI
8
LVZ Inc
Michigan
$32.2M +$964K +18,163 +3%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$29.9M +$30M +564,662 New
Bank of America
10
Bank of America
North Carolina
$29.9M +$3.36M +63,330 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$25.8M +$23.5M +442,822 +1,006%
GC
12
Gratus Capital
Georgia
$24.9M +$24.9M +469,481 New
VC
13
Vicus Capital
Pennsylvania
$24.8M +$5.03M +94,871 +25%
AWM
14
Affinity Wealth Management
Delaware
$24.7M +$25.2M +475,527 New
BBA
15
Braun-Bostich & Associates
Pennsylvania
$24.7M +$25.2M +475,527 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$23.3M +$4.31M +81,261 +23%
HighTower Advisors
17
HighTower Advisors
Illinois
$22.3M +$9.06M +170,691 +68%
HNB
18
Huntington National Bank
Ohio
$22.1M – – –
SWM
19
Shakespeare Wealth Management
Wisconsin
$20.3M +$791K +14,908 +4%
CWM
20
CMH Wealth Management
New Hampshire
$19.2M -$111K -2,100 -0.6%
KAS
21
Kestra Advisory Services
Texas
$17.9M +$489K +9,215 +3%
Morgan Stanley
22
Morgan Stanley
New York
$15.5M +$796K +14,995 +5%
PAI
23
Pittenger & Anderson Inc
Nebraska
$15M +$1.33M +25,158 +10%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$13.4M +$7.16M +134,990 +115%
LPL Financial
25
LPL Financial
California
$13.2M +$2.77M +52,297 +26%
1
2 3 4 5

FBND Hedge Fund Activity: Q4 2021 in Review

207 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q4 2021, worth a combined $1.31B — up 24% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FBND positions and 20 closed out — a net gain of 34 holders — while 85 added to existing stakes and 48 trimmed.

The largest buyer was Sequoia Financial Advisors, adding an estimated $39.8M. The largest seller was Harbour Investments, cutting an estimated $19.3M.

  • 207 institutional investors held Fidelity Total Bond ETF (FBND) as of Q4 2021, up from 175 in Q3 2021.
  • Funds reported $1.31B of Fidelity Total Bond ETF stock for Q4 2021, up 24% quarter-over-quarter.
  • 54 funds opened new Fidelity Total Bond ETF positions in Q4 2021 and 20 closed out, a net change of +34 holders.
  • The largest Fidelity Total Bond ETF buyer in Q4 2021 was Sequoia Financial Advisors, an estimated $39.8M added.
  • The largest Fidelity Total Bond ETF seller in Q4 2021 was Harbour Investments, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2021.