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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
CAM
51
CPA Asset Management
Florida
$24.8M +$970K +21,376 +4%
SWM
52
Shakespeare Wealth Management
Wisconsin
$24.5M +$1.91M +42,009 +8%
WAAG
53
Wealth Alliance Advisory Group
Kansas
$24.2M +$1.87M +41,146 +8%
RW
54
Regimen Wealth
Georgia
$23.8M +$927K +20,435 +4%
DA
55
Drake & Associates
Wisconsin
$23.3M +$1.46M +32,120 +7%
PCM
56
Presidio Capital Management
California
$22.9M +$141K +3,117 +0.6%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$21.9M -$7.09M -156,204 -24%
GC
58
Gratus Capital
Georgia
$21.8M +$1.35M +29,848 +7%
WAM
59
Weatherly Asset Management
California
$21.6M +$3.09M +68,156 +17%
VFPI
60
Vantage Financial Partners (Illinois)
Illinois
$21.5M +$3.92M +86,325 +22%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$21M +$3.15M +69,445 +18%
CFC
62
Coyle Financial Counsel
Illinois
$20.9M +$843K +18,586 +4%
TA
63
TruWealth Advisors
Louisiana
$20.7M +$1.15M +25,274 +6%
FA
64
Fermata Advisors
California
$20.5M +$20M +440,497 +4,003%
VNA
65
Valley National Advisers
Pennsylvania
$20.1M +$1.96M +43,256 +11%
AAS
66
Ameritas Advisory Services
Nebraska
$20.1M +$8.76M +193,043 +77%
RPGK
67
Retirement Planning Group (Kansas)
Kansas
$20M +$784K +17,283 +4%
PWM
68
Power Wealth Management
Georgia
$19.8M +$2.95M +65,057 +18%
NRI
69
NFP Retirement Inc
California
$19.4M +$2.58M +56,771 +15%
WA
70
WBH Advisory
Maryland
$19.1M +$3.3M +72,776 +21%
CIA
71
Compass Ion Advisors
Pennsylvania
$18.8M +$758K +16,705 +4%
AWS
72
Atria Wealth Solutions
New York
$18.6M +$442K +9,739 +2%
MSFS
73
Main Street Financial Solutions
Pennsylvania
$18.5M +$2.21M +48,648 +14%
CCWM
74
Correct Capital Wealth Management
Missouri
$18.5M +$2.62M +57,737 +16%
BWG
75
Beta Wealth Group
California
$18.4M +$2.54M +55,973 +16%

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.