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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
HGERS
426
Householder Group Estate & Retirement Specialist
Arizona
$72K +$36.2K +797 +101%
PB
427
Pinnacle Bancorp
Nebraska
$67K
PNC Financial Services Group
428
PNC Financial Services Group
Pennsylvania
$57.4K
CCMI
429
Creative Capital Management Investments
California
$56.2K
BWL
430
Bogart Wealth LLC
Virginia
$49.9K
FDCDDQ
431
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.8K
PA
432
Pineridge Advisors
Missouri
$44.2K -$1.13K -25 -3%
RCM
433
Richardson Capital Management
Wisconsin
$43.2K +$499 +11 +1%
SIS
434
Sound Income Strategies
Florida
$42.9K -$29.9K -660 -41%
CA
435
Centerpoint Advisors
Massachusetts
$37K +$37K +816 New
RG
436
Retirement Group
California
$31.7K
NS
437
NBC Securities
Alabama
$28K
FMP
438
Financial Management Professionals
Texas
$25K
SAM
439
Smartleaf Asset Management
Massachusetts
$20.2K -$43.7K -964 -68%
AWM
440
Avior Wealth Management
Nebraska
$20.1K +$20.1K +443 New
FP
441
Financial Perspectives
Minnesota
$19.9K
MHR
442
Matthew Hamilton Rosenberg
$17.8K
MA
443
MCF Advisors
Kentucky
$15K
LF
444
LifeSteps Financial
California
$14.8K +$14.8K +326 New
AAP
445
Arax Advisory Partners
Colorado
$14.1K -$78.1K -1,722 -85%
FHA
446
First Horizon Advisors
Tennessee
$13.2K +$2.5K +55 +23%
FFA
447
Farther Finance Advisors
California
$12.3K -$1.32K -29 -10%
APC
448
Aspire Private Capital
North Carolina
$11.6K +$11.6K +256 New
CT
449
Caldwell Trust
Florida
$11.1K +$11.2K +246 New
SPIA
450
Steward Partners Investment Advisory
New York
$9.33K

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.