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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
BTI
451
Blue Trust Inc
Georgia
$8.62K +$4.54K +100 +111%
HFS
452
Hantz Financial Services
Michigan
$8K +$8.03K +177 New
CA
453
CoreCap Advisors
Michigan
$7.7K +$7.71K +170 New
LFG
454
Larson Financial Group
Missouri
$7.43K -$32.7K -720 -81%
SL
455
Salomon & Ludwin
Virginia
$7.34K +$7.35K +162 New
KHC
456
Koesten Hirschmann & Crabtree
Kansas
$7.29K +$1.95K +43 +36%
VAG
457
VisionPoint Advisory Group
Texas
$6.16K +$6.17K +136 New
CAM
458
Clarity Asset Management
Iowa
$6.11K -$7.58K -167 -55%
AWM
459
Activest Wealth Management
Florida
$4.72K +$45 +1 +1%
FWM
460
FSA Wealth Management
Massachusetts
$3K
CFB
461
Cullen/Frost Bankers
Texas
$2.85K +$2.86K +63 New
AIC
462
Archer Investment Corporation
Indiana
$1.9K +$862 +19 +83%
VWWMG
463
Vermillion & White Wealth Management Group
Pennsylvania
$1.68K +$1.68K +37 New
Citigroup
464
Citigroup
New York
$1.36K +$635 +14 +88%
EA
465
Evolution Advisers
Virginia
$1K
VF
466
VitalStone Financial
Texas
$1K
HCM
467
Highlander Capital Management
New Jersey
$906
KA
468
Kozak & Associates
Colorado
$547 +$545 +12 New
NAS
469
NWF Advisory Services
California
-$3.42M -74,196 Closed
OMC
470
Old Mission Capital
Illinois
-$1.98M -43,085 Closed
TC
471
Touchstone Capital
Pennsylvania
-$1.56M -33,873 Closed
FA
472
FDx Advisors
Illinois
-$1.22M -26,529 Closed
AWM
473
Aprio Wealth Management
Georgia
-$654K -14,207 Closed
FWM
474
Fortress Wealth Management
California
-$549K -11,916 Closed
TFA
475
Teamwork Financial Advisors
Texas
-$513K -11,145 Closed

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.