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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
IAG
301
Investment Advisory Group
Massachusetts
$917K +$295K +6,510 +47%
CFS
302
CGC Financial Services
Oregon
$911K -$9.85M -216,989 -92%
TFS
303
Thoroughbred Financial Services
Tennessee
$900K -$230K -5,061 -20%
CFGS
304
Concourse Financial Group Securities
Alabama
$890K +$176K +3,877 +25%
RT
305
Rockland Trust
Massachusetts
$846K -$275K -6,056 -24%
PAI
306
Pittenger & Anderson Inc
Nebraska
$842K -$27.1K -598 -3%
WP
307
Wealthspan Partners
Iowa
$821K +$204K +4,497 +33%
ATPW
308
Ashton Thomas Private Wealth
Arizona
$817K +$818K +18,021 New
PS
309
Principal Securities
Iowa
$814K +$192K +4,230 +31%
FAIM
310
Financial Advocates Investment Management
Washington
$804K +$805K +17,745 New
ERIC
311
Eagle Rock Investment Company
Georgia
$777K +$104K +2,290 +15%
CWM
312
Comprehensive Wealth Management
Washington
$775K +$82.7K +1,822 +12%
HPM
313
Hoxton Planning & Management
West Virginia
$759K -$22.9K -504 -3%
PIWA
314
Prevail Innovative Wealth Advisors
Kansas
$753K +$497K +10,962 +194%
OPOWM
315
One Plus One Wealth Management
Florida
$749K +$750K +16,535 New
IIM
316
InTrack Investment Management
Vermont
$746K +$390K +8,603 +109%
CPIA
317
Cornell Pochily Investment Advisors
New York
$745K -$263K -5,801 -26%
MCM
318
MontVue Capital Management
Virginia
$732K -$55.6K -1,226 -7%
EFL
319
ERn Financial LLC
Wisconsin
$709K +$101K +2,226 +17%
CW
320
CreativeOne Wealth
Kansas
$707K +$708K +15,601 New
WIM
321
Warwick Investment Management
Texas
$701K +$702K +15,475 New
AssetMark Inc
322
AssetMark Inc
California
$698K -$46.1K -1,016 -6%
EE
323
EWG Elevate
California
$697K +$698K +15,385 New
KWM
324
KFG Wealth Management
Indiana
$692K +$693K +15,262 New
RCG
325
Regatta Capital Group
California
$679K -$108K -2,381 -14%

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.