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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
PIAS
376
PCA Investment Advisory Services
Ohio
$311K +$312K +6,870 New
CSPIA
377
Cary Street Partners Investment Advisory
Virginia
$305K +$306K +6,733 New
FGAM
378
Financial Gravity Asset Management
Texas
$300K -$10.9M -239,725 -97%
PA
379
Parallel Advisors
California
$294K +$124K +2,741 +73%
IC
380
Inscription Capital
Texas
$283K
AWA
381
Arkadios Wealth Advisors
Georgia
$283K +$14.7K +323 +5%
MFG
382
Merit Financial Group
Georgia
$282K +$287K +6,321 New
DBRC
383
D.B. Root & Company
Pennsylvania
$269K -$20.8K -459 -7%
EFA
384
Edge Financial Advisors
Illinois
$267K +$268K +5,903 New
BPFA
385
Barnes Pettey Financial Advisors
Mississippi
$267K +$267K +5,886 New
WP
386
WealthShield Partners
North Carolina
$266K +$65.3K +1,440 +33%
CCG
387
Capital CS Group
California
$260K +$8.3K +183 +3%
FCA
388
FinTrust Capital Advisors
South Carolina
$257K +$17.9K +394 +7%
MWM
389
Mission Wealth Management
California
$256K +$256K +5,645 New
IFG
390
Independent Financial Group
California
$255K +$22.5K +496 +10%
HR
391
Hardy Reed
Mississippi
$249K
PS
392
Portfolio Strategies
New York
$249K +$249K +5,498 New
JJBC
393
James J. Burns & Company
New York
$247K -$456K -10,053 -65%
Jones Financial Companies
394
Jones Financial Companies
Missouri
$246K +$228K +5,019 +1,239%
SFM
395
Signet Financial Management
New Jersey
$245K
KFGK
396
Keystone Financial Group (Kentucky)
Kentucky
$242K +$243K +5,352 New
BPA
397
Beacon Pointe Advisors
California
$242K +$242K +5,338 New
MOS
398
MGO One Seven
Ohio
$232K -$49.2K -1,084 -17%
PWP
399
Principle Wealth Partners
Connecticut
$230K +$230K +5,077 New
SI
400
Saxon Interests
Texas
$230K +$230K +5,071 New

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.