Fidelity Total Bond ETF
FBND
476 hedge funds and large institutions have $7.7B invested in Fidelity Total Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 283 increasing their positions, 98 reducing their positions, and 38 closing their positions.
189% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 98
50% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 38
26% more capital invested
Capital invested by funds: $6.13B → $7.7B (+$1.57B)
9% more funds holding in top 10
Funds holding in top 10: 88 → 96 (+8)
2.16% more ownership
Funds ownership: 76.05% → 78.2% (+2.2%)
2% more funds holding
Funds holding: 467 → 476 (+9)
43% less call options, than puts
Call options by funds: $139K | Put options by funds: $243K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$925M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$62.5M |
| 3 |
SFS
Summit Financial Strategies
Columbus,
Ohio
|
+$56.7M |
| 4 |
JP Morgan Chase
New York
|
+$55.8M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$49.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$83.7M |
| 2 |
Jane Street
New York
|
-$27.6M |
| 3 |
FTA
Financial & Tax Architects
St Louis,
Missouri
|
-$16.6M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$16.1M |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
-$14.8M |
FBND Hedge Fund Activity: Q2 2024 in Review
476 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q2 2024, worth a combined $7.7B — up 26% from $6.13B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new FBND positions and 38 closed out — a net gain of 19 holders — while 283 added to existing stakes and 98 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $925M. The largest seller was Sequoia Financial Advisors, cutting an estimated $83.7M.
- 476 institutional investors held Fidelity Total Bond ETF (FBND) as of Q2 2024, up from 467 in Q1 2024.
- Funds reported $7.7B of Fidelity Total Bond ETF stock for Q2 2024, up 26% quarter-over-quarter.
- 57 funds opened new Fidelity Total Bond ETF positions in Q2 2024 and 38 closed out, a net change of +19 holders.
- The largest Fidelity Total Bond ETF buyer in Q2 2024 was Morgan Stanley, an estimated $925M added.
- The largest Fidelity Total Bond ETF seller in Q2 2024 was Sequoia Financial Advisors, an estimated $83.7M sold.
Based on aggregated 13F filings for Q2 2024.