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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
MSCM
351
McElhenny Sheffield Capital Management
Texas
$462K +$24.4K +537 +6%
FWP
352
FAS Wealth Partners
Kansas
$449K +$32.9K +724 +8%
AWM
353
AE Wealth Management
Kansas
$446K -$7.98M -175,916 -95%
FAG
354
Fortitude Advisory Group
Washington
$431K
FT
355
Fiduciary Trust
Massachusetts
$423K +$423K +9,330 New
MAM
356
MMA Asset Management
Pennsylvania
$422K +$140K +3,095 +49%
ZIM
357
Zacks Investment Management
Illinois
$418K -$86.9K -1,915 -17%
PI
358
PFG Investments
New York
$407K +$408K +8,986 New
MAM
359
Milestone Asset Management
Pennsylvania
$407K +$408K +8,981 New
CAG
360
Curtis Advisory Group
California
$406K +$30.6K +675 +8%
CIBC World Market
361
CIBC World Market
Ontario, Canada
$403K +$13.7K +302 +4%
RIA
362
Regal Investment Advisors
Michigan
$398K +$96.3K +2,122 +32%
RA
363
Rise Advisors
New York
$394K -$11K -242 -3%
SW
364
SlateStone Wealth
Florida
$390K -$23.3K -513 -6%
RRA
365
Round Rock Advisors
Connecticut
$388K +$45 +1 +0%
DCM
366
Dudley Capital Management
Virginia
$388K +$45.4K +1,000 +13%
KP
367
Keel Point
Alabama
$387K +$387K +8,539 New
Betterment LLC
368
Betterment LLC
New York
$361K +$362K +7,972 New
Bank of Montreal
369
Bank of Montreal
Ontario, Canada
$354K -$81.3K -1,791 -19%
HWMT
370
Heritage Wealth Management (Texas)
Texas
$351K -$338K -7,440 -49%
AIP
371
Ameritas Investment Partners
Nebraska
$345K +$346K +7,623 New
GWP
372
Gateway Wealth Partners
Wisconsin
$333K +$95.3K +2,099 +40%
GPWA
373
Great Point Wealth Advisors
Massachusetts
$327K -$7.81M -172,099 -96%
CFS
374
CRA Financial Services
New Jersey
$325K +$326K +7,179 New
RFN
375
Redwood Financial Network
Ohio
$317K -$5.81K -128 -2%

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.