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Fidelity Total Bond ETF

467 hedge funds and large institutions have $6.13B invested in Fidelity Total Bond ETF in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 269 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 23

213% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 86

16% more capital invested

Capital invested by funds: $5.29B → $6.13B (+$838M)

12% more funds holding

Funds holding: 416467 (+51)

9% more funds holding in top 10

Funds holding in top 10: 8188 (+7)

2.44% less ownership

Funds ownership: 78.49%76.05% (-2.4%)

Holders
467
Holders Change
+51
Holders Change %
+12.26%
% of All Funds
6.73%
Holding in Top 10
88
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.64%
% of All Funds
1.27%
New
78
Increased
269
Reduced
86
Closed
23
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
P
226
&Partners
Tennessee
$2.56M +$906K +19,971 +55%
SWA
227
Sax Wealth Advisors
New Jersey
$2.55M +$2.56M +56,372 New
CPCM
228
Cardinal Point Capital Management
Ontario, Canada
$2.55M +$399K +8,785 +19%
SWM
229
SilverOak Wealth Management
Minnesota
$2.54M +$490K +10,790 +24%
GIA
230
Gladstone Institutional Advisory
Florida
$2.45M +$340K +7,486 +16%
EWM
231
Executive Wealth Management
Michigan
$2.45M +$2.47M +54,414 New
AFG
232
ABLE Financial Group
Arizona
$2.44M +$225K +4,958 +10%
LFA
233
Legacy Financial Advisors
Kentucky
$2.39M -$20.1K -444 -0.8%
Brown Advisory
234
Brown Advisory
Maryland
$2.37M
PGFC
235
Peapack-Gladstone Financial Corp
New Jersey
$2.35M
Stifel Financial
236
Stifel Financial
Missouri
$2.32M +$1.5M +33,121 +183%
FW
237
FirstPurpose Wealth
Utah
$2.28M +$121K +2,676 +6%
GAM
238
Gotham Asset Management
New York
$2.27M +$127K +2,809 +6%
IF
239
IRON Financial
Illinois
$2.26M +$21.4K +472 +1%
EPWM
240
Essex Private Wealth Management
Massachusetts
$2.22M +$131K +2,891 +6%
RFN
241
RDA Financial Network
Iowa
$2.17M +$8.3K +183 +0.4%
AP
242
Agilis Partners
Massachusetts
$2.16M
BSB
243
Bangor Savings Bank
Maine
$2.16M
CWA
244
Canvas Wealth Advisors
Kansas
$2.1M +$2.15M +47,325 New
CP
245
Capital Planning
Washington
$2.05M +$87.2K +1,922 +4%
CSWM
246
Cassady Schiller Wealth Management
Ohio
$2.01M -$94.3K -2,078 -4%
DP
247
Denver PWM
Colorado
$2.01M +$2.03M +44,685 New
SWA
248
Stratos Wealth Advisors
Ohio
$1.95M +$185K +4,073 +10%
REMPR
249
Roof Eidam Maycock Peralta (REMP)
California
$1.94M +$286K +6,312 +17%
AWM
250
Axxcess Wealth Management
California
$1.89M -$21.7M -477,232 -92%

FBND Hedge Fund Activity: Q1 2024 in Review

467 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q1 2024, worth a combined $6.13B — up 16% from $5.29B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new FBND positions and 23 closed out — a net gain of 55 holders — while 269 added to existing stakes and 86 trimmed.

The largest buyer was Bank of America, adding an estimated $71.9M. The largest seller was Morgan Stanley, cutting an estimated $47.4M.

  • 467 institutional investors held Fidelity Total Bond ETF (FBND) as of Q1 2024, up from 416 in Q4 2023.
  • Funds reported $6.13B of Fidelity Total Bond ETF stock for Q1 2024, up 16% quarter-over-quarter.
  • 78 funds opened new Fidelity Total Bond ETF positions in Q1 2024 and 23 closed out, a net change of +55 holders.
  • The largest Fidelity Total Bond ETF buyer in Q1 2024 was Bank of America, an estimated $71.9M added.
  • The largest Fidelity Total Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $47.4M sold.

Based on aggregated 13F filings for Q1 2024.