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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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$54.8M +$32.2M +710,435 +143%
Jane Street
27
Jane Street
New York
$47.4M -$35.5M -782,140 -43%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$44.4M +$15.1M +333,385 +52%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$41.9M +$11M +242,029 +35%
SFG
30
Sunburst Financial Group
Alabama
$40.2M -$700K -15,427 -2%
RJA
31
Raymond James & Associates
Florida
$39.7M +$2.97M +65,477 +8%
HG
32
Harbor Group
New Hampshire
$36.1M +$1.85M +40,789 +5%
MSWM
33
McGlone Suttner Wealth Management
Wisconsin
$35.9M +$1.33M +29,253 +4%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$34.8M +$4.02M +88,513 +13%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$34.4M +$5.98M +131,863 +21%
DAS
36
Dynamic Advisor Solutions
Arizona
$34.2M +$3.8M +83,654 +12%
SHFA
37
Sherrill & Hutchins Financial Advisory
Georgia
$33.8M +$786K +17,317 +2%
HIP
38
HUB Investment Partners
Texas
$32.9M +$16M +352,670 +94%
CFD
39
Creative Financial Designs
Indiana
$32.1M +$1.8M +39,649 +6%
VC
40
Vicus Capital
Pennsylvania
$31.5M +$1.5M +32,947 +5%
PCA
41
Pallas Capital Advisors
Massachusetts
$29M +$29M +639,612 New
WFA
42
WestHill Financial Advisors
California
$28.1M +$1.94M +42,756 +7%
HighTower Advisors
43
HighTower Advisors
Illinois
$27.8M +$4.27M +94,121 +18%
SCP
44
Shorepoint Capital Partners
Massachusetts
$27.7M +$27.7M +610,314 New
HNB
45
Huntington National Bank
Ohio
$26.3M
WC
46
Whitney & Co
New York
$25.8M +$1.31M +28,879 +5%
GIA
47
Goodwin Investment Advisory
Georgia
$25.5M +$1.15M +25,408 +5%
NL
48
Navalign LLC
California
$25.3M +$4.49M +99,017 +22%
MWM
49
Mascoma Wealth Management
New Hampshire
$25.1M +$6.31M +139,052 +34%
BCM
50
Brookstone Capital Management
Illinois
$24.9M +$9.66M +212,869 +63%

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.