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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
GM
251
GeoWealth Management
Illinois
$1.88M +$441K +9,711 +31%
QCIG
252
Quad-Cities Investment Group
Iowa
$1.87M +$307K +6,763 +20%
CAAS
253
Capital Asset Advisory Services
Michigan
$1.87M +$763K +16,816 +68%
GGS
254
Galvin Gaustad & Stein
Arizona
$1.85M +$1.85M +40,804 New
CWG
255
Cornerstone Wealth Group
North Carolina
$1.83M +$56K +1,234 +3%
Comerica Bank
256
Comerica Bank
Texas
$1.81M +$322K +7,096 +22%
FSWA
257
Financial Synergies Wealth Advisors
Texas
$1.78M +$716K +15,769 +67%
QCG
258
Quadrant Capital Group
Ohio
$1.73M -$3.12M -68,741 -64%
TPWA
259
Twin Peaks Wealth Advisors
California
$1.7M +$218K +4,806 +15%
AFP
260
Ausdal Financial Partners
Iowa
$1.68M +$206K +4,534 +14%
BFG
261
Berger Financial Group
Minnesota
$1.66M +$1.43M +31,585 +626%
NL
262
NWAM LLC
Washington
$1.66M +$1.29M +28,452 +332%
FTUS
263
Flow Traders U.S.
New York
$1.61M +$1.62M +35,623 New
NCM
264
Northwest Capital Management
Oregon
$1.61M +$2.54K +56 +0.2%
CC
265
Courier Capital
New York
$1.59M +$1.12M +24,694 +237%
KPWG
266
KFA Private Wealth Group
Virginia
$1.58M +$1.58M +34,796 New
ICP
267
Interchange Capital Partners
Pennsylvania
$1.55M +$261K +5,751 +20%
LSAG
268
Lake Street Advisors Group
New Hampshire
$1.51M +$2.59K +57 +0.2%
TCM
269
Traynor Capital Management
Pennsylvania
$1.49M -$190K -4,189 -11%
AA
270
Ancora Advisors
Ohio
$1.48M +$117K +2,577 +9%
CTA
271
Chesley Taft & Associates
Illinois
$1.47M +$279K +6,150 +23%
PFA
272
Professional Financial Advisors
Nebraska
$1.47M +$457K +10,078 +45%
PWA
273
Peterson Wealth Advisors
Utah
$1.44M -$128K -2,822 -8%
CPCP
274
Cedar Point Capital Partners
Iowa
$1.42M +$75.6K +1,665 +6%
OIA
275
OneDigital Investment Advisors
Kansas
$1.42M -$4.08K -90 -0.3%

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.