Fidelity Total Bond ETF
FBND
261 hedge funds and large institutions have $1.91B invested in Fidelity Total Bond ETF in 2022 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 18 closing their positions.
261% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 18
44% more capital invested
Capital invested by funds: $1.33B → $1.91B (+$579M)
41% more funds holding in top 10
Funds holding in top 10: 22 → 31 (+9)
32% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 77
20% more funds holding
Funds holding: 218 → 261 (+43)
10.82% more ownership
Funds ownership: 59.76% → 70.58% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$96.1M |
| 2 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$75.3M |
| 3 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
+$51M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$50.7M |
| 5 |
GIA
Goodwin Investment Advisory
Woodstock,
Georgia
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$49.1M |
| 2 |
CTB
Country Trust Bank
Bloomington,
Illinois
|
-$28.8M |
| 3 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$4.63M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$4.58M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$3.04M |
FBND Hedge Fund Activity: Q4 2022 in Review
261 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q4 2022, worth a combined $1.91B — up 44% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new FBND positions and 18 closed out — a net gain of 47 holders — while 102 added to existing stakes and 77 trimmed.
The largest buyer was RFG Advisory, adding an estimated $96.1M. The largest seller was RWA Wealth Partners, cutting an estimated $49.1M.
- 261 institutional investors held Fidelity Total Bond ETF (FBND) as of Q4 2022, up from 218 in Q3 2022.
- Funds reported $1.91B of Fidelity Total Bond ETF stock for Q4 2022, up 44% quarter-over-quarter.
- 65 funds opened new Fidelity Total Bond ETF positions in Q4 2022 and 18 closed out, a net change of +47 holders.
- The largest Fidelity Total Bond ETF buyer in Q4 2022 was RFG Advisory, an estimated $96.1M added.
- The largest Fidelity Total Bond ETF seller in Q4 2022 was RWA Wealth Partners, an estimated $49.1M sold.
Based on aggregated 13F filings for Q4 2022.