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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
PAS
326
Park Avenue Securities
New York
$675K +$37.2K +820 +6%
RCAG
327
Rehmann Capital Advisory Group
Michigan
$673K +$246K +5,421 +57%
ANTB
328
AMG National Trust Bank
Colorado
$667K -$39.7K -875 -6%
IWS
329
Insight Wealth Strategies
California
$655K +$44.7K +986 +7%
BCG
330
Breakwater Capital Group
New Jersey
$649K +$222K +4,884 +52%
AQR Capital Management
331
AQR Capital Management
Connecticut
$634K
BDFN
332
Bond & Devick Financial Network
Minnesota
$633K +$81.1K +1,788 +15%
FFN
333
Focus Financial Network
Minnesota
$607K -$3.52M -77,462 -85%
SCA
334
Scott Capital Advisors
Oregon
$591K +$132K +2,912 +28%
Qube Research & Technologies (QRT)
335
Qube Research & Technologies (QRT)
United Kingdom
$587K -$25.7K -567 -4%
CAG
336
Compass Advisory Group
New York
$581K -$2.45K -54 -0.4%
WAG
337
Wheelhouse Advisory Group
Missouri
$567K +$10.3K +227 +2%
SS
338
Sunbelt Securities
Texas
$554K +$6.08K +134 +1%
CIA
339
Concurrent Investment Advisors
Florida
$542K +$543K +11,972 New
GL
340
Gerber LLC
Ohio
$533K +$45K +992 +9%
Susquehanna International Group
341
Susquehanna International Group
Pennsylvania
$526K +$527K +11,613 New
CA
342
CGN Advisors
Kansas
$519K +$15.2K +336 +3%
YWS
343
Yarger Wealth Strategies
Ohio
$516K +$2.86K +63 +0.6%
KA
344
Kure Advisory
Minnesota
$500K
KOMWMG
345
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$495K +$11.3K +248 +2%
SFG
346
Sage Financial Group
Pennsylvania
$482K -$90.8K -2,002 -16%
TCM
347
Towercrest Capital Management
Pennsylvania
$481K
TNBTD
348
Trustmark National Bank Trust Department
Mississippi
$466K +$43.2K +953 +10%
PWM
349
Perigon Wealth Management
California
$463K +$183K +4,039 +65%
AAM
350
Advisors Asset Management
Colorado
$462K +$26.1K +576 +6%

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.