Fidelity Total Bond ETF
FBND
221 hedge funds and large institutions have $1.4B invested in Fidelity Total Bond ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 103 reducing their positions, and 31 closing their positions.
0% more funds holding
Funds holding: 221 → 221 (0)
0% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 31
0.11% less ownership
Funds ownership: 61.82% → 61.71% (-0.11%)
10% less capital invested
Capital invested by funds: $1.56B → $1.4B (-$160M)
15% less funds holding in top 10
Funds holding in top 10: 26 → 22 (-4)
29% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 103
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.7M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$19.1M |
| 3 |
NL
Navalign LLC
Encino,
California
|
+$15.9M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$12.8M |
| 5 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LI
LVZ Inc
Holland,
Michigan
|
-$29.5M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$26.3M |
| 3 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$23.2M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$21.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$17.2M |
FBND Hedge Fund Activity: Q2 2022 in Review
221 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q2 2022, worth a combined $1.4B — down 10% from $1.56B a quarter earlier.
Fund positioning in FBND was balanced in Q2 2022: 31 funds opened new positions, 31 closed out, 73 added to existing stakes and 103 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $20.7M. The largest seller was LVZ Inc, cutting an estimated $29.5M.
- 221 institutional investors held Fidelity Total Bond ETF (FBND) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $1.4B of Fidelity Total Bond ETF stock for Q2 2022, down 10% quarter-over-quarter.
- 31 funds opened new Fidelity Total Bond ETF positions in Q2 2022 and 31 closed out, a net change of 0 holders.
- The largest Fidelity Total Bond ETF buyer in Q2 2022 was Osaic Holdings, an estimated $20.7M added.
- The largest Fidelity Total Bond ETF seller in Q2 2022 was LVZ Inc, an estimated $29.5M sold.
Based on aggregated 13F filings for Q2 2022.