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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
Baird Financial Group
76
Baird Financial Group
Wisconsin
$17.3M -$7.14M -157,294 -29%
AAS
77
Avantax Advisory Services
Texas
$17.3M +$2.14M +47,189 +14%
BBNB
78
Baker Boyer National Bank
Washington
$16.8M +$1.23M +27,094 +8%
AT
79
Arden Trust
Delaware
$16.8M +$16.8M +370,872 New
DC
80
DeDora Capital
California
$16.6M +$2M +44,115 +14%
Corient Private Wealth
81
Corient Private Wealth
Florida
$16.6M -$523K -11,535 -3%
FTA
82
Financial & Tax Architects
Missouri
$16.6M +$3.13M +69,037 +23%
CA
83
Cetera Advisors
Colorado
$16.1M +$5.03M +110,906 +45%
EDRIA
84
Edmonds Duncan Registered Investment Advisors
Kansas
$16.1M +$1.06M +23,465 +7%
RWA
85
Rooted Wealth Advisors
Illinois
$15.9M +$1.84M +40,503 +13%
AL
86
Aspiriant LLC
California
$15.5M +$1.07M +23,606 +7%
JWBC
87
John W. Brooker & Co
California
$15.5M +$1.84M +40,539 +13%
FFS
88
Founders Financial Securities
Maryland
$15.3M -$2.37M -52,226 -13%
WMR
89
Wealth Management Resources
Rhode Island
$15.2M +$934K +20,588 +7%
EFP
90
EnRich Financial Partners
Wisconsin
$15.2M +$547K +12,051 +4%
OAM
91
Occidental Asset Management
California
$15M -$401K -8,845 -3%
TWP
92
Triad Wealth Partners
Kansas
$14.9M +$14.9M +328,748 New
AO
93
Advisor OS
Illinois
$14.7M +$7.67M +168,960 +109%
HI
94
Horizon Investments
North Carolina
$14.3M -$2.65M -58,370 -16%
SPA
95
Sentinel Pension Advisors
Massachusetts
$14M +$3.47M +76,573 +33%
Citadel Advisors
96
Citadel Advisors
Florida
$13.8M +$13.8M +304,725 New
RWMH
97
Riverpoint Wealth Management Holdings
Illinois
$13.5M +$912K +20,099 +7%
GRP
98
Global Retirement Partners
California
$13.3M +$13M +286,583 +3,681%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$13.2M +$2.93M +64,623 +28%
UWS
100
Unique Wealth Strategies
Illinois
$12.9M +$12.9M +284,659 New

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.