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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
WN
276
Williams & Novak
California
$1.37M
KCIC
277
Kuhn & Co Investment Counsel
Illinois
$1.37M +$13.8K +303 +1%
MA
278
Mutual Advisors
Nebraska
$1.36M +$108K +2,387 +9%
SFS
279
Summit Financial Strategies
Ohio
$1.32M +$180K +3,964 +16%
CG
280
CFO4Life Group
Texas
$1.24M -$5.36M -118,067 -81%
PFG
281
Prosperity Financial Group
California
$1.24M +$815K +17,960 +192%
JWCA
282
J.W. Cole Advisors
Florida
$1.22M -$87.6K -1,930 -7%
KWMG
283
King Wealth Management Group
Florida
$1.2M -$68.8K -1,515 -5%
BMCM
284
Burns Matteson Capital Management
New York
$1.17M -$409K -9,023 -26%
VWM
285
Valley Wealth Managers
New Jersey
$1.14M -$11K -242 -1%
AFM
286
Abbot Financial Management
Massachusetts
$1.13M +$25K +552 +2%
WW
287
Waterfront Wealth
Kansas
$1.13M +$602K +13,262 +108%
Wells Fargo
288
Wells Fargo
California
$1.12M +$595K +13,117 +113%
SMC
289
Smith, Moore & Co
Missouri
$1.11M +$1.11M +24,447 New
GAA
290
Global Assets Advisory
Florida
$1.07M +$2.19M +48,231 New
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$1.04M -$1.47M -32,382 -58%
BRWA
292
B. Riley Wealth Advisors
Florida
$1.02M +$49.1K +1,083 +5%
MCM
293
MidAtlantic Capital Management
Virginia
$996K +$583K +12,852 +141%
BIA
294
Barry Investment Advisors
Massachusetts
$977K +$975K +21,480 New
BCA
295
Bay Colony Advisors
Massachusetts
$971K -$99K -2,181 -9%
HIC
296
Hartline Investment Corp
Illinois
$971K +$973K +21,441 New
CFG
297
Cosner Financial Group
Colorado
$967K +$2.18K +48 +0.2%
IA
298
IFP Advisors
Florida
$954K -$178K -3,933 -16%
NPF
299
Norris Perne & French
Michigan
$927K +$156K +3,440 +20%
EFS
300
Essex Financial Services
Connecticut
$921K +$300K +6,613 +48%

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.