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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
JWA
401
JFS Wealth Advisors
Pennsylvania
$229K +$2.63K +58 +1%
CIP
402
Capital Insight Partners
Arizona
$229K +$229K +5,049 New
IF
403
Integrity Financial
Wyoming
$226K +$227K +4,994 New
GJIA
404
Glass Jacobson Investment Advisors
Maryland
$226K
National Bank of Canada
405
National Bank of Canada
Quebec, Canada
$223K
WT
406
Washington Trust
Rhode Island
$218K +$219K +4,816 New
IDA
407
Intelligence Driven Advisers
California
$208K -$138K -3,047 -40%
9WM
408
9258 Wealth Management
Ohio
$207K +$207K +4,565 New
SAI
409
Savvy Advisors Inc
New York
$204K +$204K +4,499 New
BAM
410
Belpointe Asset Management
Nevada
$202K +$202K +4,456 New
FWA
411
FSM Wealth Advisors
Ohio
$202K
SPG
412
Strategic Planning Group
Utah
$201K +$202K +4,446 New
MFG
413
Mosaic Financial Group
Illinois
$201K +$201K +4,429 New
EWA
414
EverSource Wealth Advisors
Alabama
$195K +$63.8K +1,405 +47%
RFA
415
Register Financial Advisors
Georgia
$185K +$185K +4,085 New
GBT
416
Grove Bank & Trust
Florida
$134K +$135K +2,966 New
FFL
417
Financial Freedom LLC
Ohio
$129K +$908 +20 +0.7%
BFEC
418
Benjamin F. Edwards & Company
Missouri
$119K -$2.31K -51 -2%
IGWM
419
ICA Group Wealth Management
Colorado
$118K +$30.8K +678 +35%
GWM
420
Geneos Wealth Management
Colorado
$95.8K +$17.9K +394 +23%
PO
421
Private Ocean
California
$94.5K
CIBC Private Wealth Group
422
CIBC Private Wealth Group
Georgia
$90.6K +$91.4K +2,015 New
FIM
423
Fernwood Investment Management
Massachusetts
$84.3K +$84.4K +1,860 New
GWA
424
GGM Wealth Advisors
Maryland
$80.3K +$1.48M +32,566 New
PTC
425
Private Trust Company
Ohio
$75.4K +$2.18K +48 +3%

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.