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Fidelity Total Bond ETF

346 hedge funds and large institutions have $3.84B invested in Fidelity Total Bond ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 199 increasing their positions, 69 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 69

97% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 29

30% more capital invested

Capital invested by funds: $2.96B → $3.84B (+$879M)

27% more funds holding in top 10

Funds holding in top 10: 5165 (+14)

7% more funds holding

Funds holding: 322346 (+24)

4.85% more ownership

Funds ownership: 70.23%75.09% (+4.9%)

Holders
346
Holders Change
+24
Holders Change %
+7.45%
% of All Funds
5.49%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.03%
New
57
Increased
199
Reduced
69
Closed
29
Calls
$274K
Puts
Net Calls
+$274K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$258M +$67.1M +1,501,252 +34%
CTB
2
Country Trust Bank
Illinois
$214M +$8.88M +198,664 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$136M +$38M +849,597 +37%
RA
4
RFG Advisory
Alabama
$134M +$18.9M +423,323 +16%
JP Morgan Chase
5
JP Morgan Chase
New York
$131M +$130M +2,906,069 +2,874%
LWMT
6
Legacy Wealth Management (Tennessee)
Tennessee
$121M +$124M +2,772,731 New
UBS Group
7
UBS Group
Switzerland
$105M +$9.68M +216,582 +10%
BCP
8
Blue Chip Partners
Michigan
$93.8M +$95.2M +2,128,736 +8,501%
KIG
9
Kowal Investment Group
Wisconsin
$91.2M +$4.33M +96,804 +5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$90.9M +$93M +2,078,957 +26,366%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$87.9M +$3.19M +71,238 +4%
SFA
12
Sequoia Financial Advisors
Ohio
$85M +$821K +18,368 +0.9%
BAAM
13
Baker Avenue Asset Management
California
$80.7M +$4.73M +105,723 +6%
Jane Street
14
Jane Street
New York
$74.6M +$29.3M +654,200 +62%
CAL
15
Capital Analysts LLC
Pennsylvania
$72.9M +$11.5M +256,475 +18%
RWM
16
Ritholtz Wealth Management
New York
$71M +$72.8M +1,629,109 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$62.6M -$1.98M -44,236 -3%
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$59.6M +$25M +558,435 +69%
LPL Financial
19
LPL Financial
California
$55M +$6.95M +155,489 +14%
MML Investors Services
20
MML Investors Services
Massachusetts
$41.7M -$2.47M -55,331 -5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$36.5M +$1.03M +23,127 +3%
SFG
22
Sunburst Financial Group
Alabama
$35.6M +$14.8M +331,662 +68%
Morgan Stanley
23
Morgan Stanley
New York
$33.5M +$10.4M +233,195 +44%
MSWM
24
McGlone Suttner Wealth Management
Wisconsin
$31.9M +$4.36M +97,552 +15%
KAS
25
Kestra Advisory Services
Texas
$31.9M +$1.88M +42,080 +6%

FBND Hedge Fund Activity: Q3 2023 in Review

346 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q3 2023, worth a combined $3.84B — up 30% from $2.96B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FBND positions and 29 closed out — a net gain of 28 holders — while 199 added to existing stakes and 69 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $130M. The largest seller was Presidio Capital Management, cutting an estimated $7.11M.

  • 346 institutional investors held Fidelity Total Bond ETF (FBND) as of Q3 2023, up from 322 in Q2 2023.
  • Funds reported $3.84B of Fidelity Total Bond ETF stock for Q3 2023, up 30% quarter-over-quarter.
  • 57 funds opened new Fidelity Total Bond ETF positions in Q3 2023 and 29 closed out, a net change of +28 holders.
  • The largest Fidelity Total Bond ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $130M added.
  • The largest Fidelity Total Bond ETF seller in Q3 2023 was Presidio Capital Management, an estimated $7.11M sold.

Based on aggregated 13F filings for Q3 2023.