Fidelity Total Bond ETF
FBND
221 hedge funds and large institutions have $1.56B invested in Fidelity Total Bond ETF in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 90 increasing their positions, 82 reducing their positions, and 20 closing their positions.
85% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 20
19% more capital invested
Capital invested by funds: $1.31B → $1.56B (+$246M)
13% more funds holding in top 10
Funds holding in top 10: 23 → 26 (+3)
7% more funds holding
Funds holding: 207 → 221 (+14)
3.36% more ownership
Funds ownership: 58.47% → 61.82% (+3.4%)
10% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$57.5M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$54.7M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$43.6M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$33.6M |
| 5 |
RA
Rational Advisors
Huntington,
New York
|
+$27.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
-$24.7M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$8.13M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$7.97M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.69M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$5.35M |
FBND Hedge Fund Activity: Q1 2022 in Review
221 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q1 2022, worth a combined $1.56B — up 19% from $1.31B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new FBND positions and 20 closed out — a net gain of 17 holders — while 90 added to existing stakes and 82 trimmed.
The largest buyer was Capital Analysts LLC, adding an estimated $57.5M. The largest seller was Braun-Bostich & Associates, exiting entirely with an estimated $24.7M sold.
- 221 institutional investors held Fidelity Total Bond ETF (FBND) as of Q1 2022, up from 207 in Q4 2021.
- Funds reported $1.56B of Fidelity Total Bond ETF stock for Q1 2022, up 19% quarter-over-quarter.
- 37 funds opened new Fidelity Total Bond ETF positions in Q1 2022 and 20 closed out, a net change of +17 holders.
- The largest Fidelity Total Bond ETF buyer in Q1 2022 was Capital Analysts LLC, an estimated $57.5M added.
- The largest Fidelity Total Bond ETF seller in Q1 2022 was Braun-Bostich & Associates, an estimated $24.7M sold.
Based on aggregated 13F filings for Q1 2022.