Fidelity Total Bond ETF
FBND
279 hedge funds and large institutions have $2.46B invested in Fidelity Total Bond ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 21 closing their positions.
152% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 62
105% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 21
52% more funds holding in top 10
Funds holding in top 10: 31 → 47 (+16)
29% more capital invested
Capital invested by funds: $1.91B → $2.46B (+$554M)
7% more funds holding
Funds holding: 261 → 279 (+18)
1.08% less ownership
Funds ownership: 70.58% → 69.5% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$107M |
| 2 |
CTB
Country Trust Bank
Bloomington,
Illinois
|
+$29.4M |
| 3 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
+$23.7M |
| 4 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$21.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$48M |
| 2 |
RA
Rational Advisors
Huntington,
New York
|
-$26.5M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$7.68M |
| 4 |
FTA
Financial & Tax Architects
St Louis,
Missouri
|
-$7.2M |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$6.6M |
FBND Hedge Fund Activity: Q1 2023 in Review
279 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q1 2023, worth a combined $2.46B — up 29% from $1.91B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new FBND positions and 21 closed out — a net gain of 22 holders — while 156 added to existing stakes and 62 trimmed.
The largest buyer was Bank of America, adding an estimated $107M. The largest seller was Baird Financial Group, cutting an estimated $48M.
- 279 institutional investors held Fidelity Total Bond ETF (FBND) as of Q1 2023, up from 261 in Q4 2022.
- Funds reported $2.46B of Fidelity Total Bond ETF stock for Q1 2023, up 29% quarter-over-quarter.
- 43 funds opened new Fidelity Total Bond ETF positions in Q1 2023 and 21 closed out, a net change of +22 holders.
- The largest Fidelity Total Bond ETF buyer in Q1 2023 was Bank of America, an estimated $107M added.
- The largest Fidelity Total Bond ETF seller in Q1 2023 was Baird Financial Group, an estimated $48M sold.
Based on aggregated 13F filings for Q1 2023.