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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
VA
126
Valmark Advisers
Ohio
$8.84M +$137K +3,028 +2%
SFA
127
Souders Financial Advisors
Ohio
$8.74M +$8.76M +192,999 New
VAS
128
Vestmark Advisory Solutions
Massachusetts
$8.69M +$2.01M +44,207 +30%
AFG
129
Allegheny Financial Group
Pennsylvania
$8.56M +$624K +13,743 +8%
BFA
130
Buttonwood Financial Advisors
Maryland
$8.47M +$1.88M +41,324 +28%
TI
131
tru Independence
Oregon
$8.45M +$8.47M +186,540 New
KWS
132
Keystone Wealth Services
California
$8.25M +$1.27M +28,001 +18%
FWP
133
Falcon Wealth Planning
California
$8.19M +$8.2M +180,750 New
OWM
134
Opes Wealth Management
California
$8M +$329K +7,246 +4%
UWM
135
USAdvisors Wealth Management
Minnesota
$7.91M -$499 -11 -0%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$7.84M -$14.7M -323,384 -65%
AI
137
Atria Investments
North Carolina
$7.7M +$346K +7,623 +5%
CF
138
Centaurus Financial
California
$7.64M +$720K +15,875 +10%
WG
139
Watchman Group
Texas
$7.54M +$43.8K +966 +0.6%
CGH
140
CMG Global Holdings
Texas
$7.53M +$795K +17,526 +12%
IWC
141
Integrated Wealth Concepts
Massachusetts
$7.53M +$3.66M +80,737 +95%
MAG
142
Mayfair Advisory Group
Alabama
$7.47M +$2.17M +47,719 +41%
LW
143
Linscomb Wealth
Texas
$7.28M +$304K +6,698 +4%
LWA
144
Lineweaver Wealth Advisors
Ohio
$6.91M +$258K +5,682 +4%
PPW
145
Parcion Private Wealth
Washington
$6.86M +$217K +4,779 +3%
IWP
146
Insight Wealth Partners
Texas
$6.85M +$1.21M +26,697 +21%
OFS
147
OneAscent Financial Services
Alabama
$6.83M +$5.58M +123,042 +454%
CWM
148
Cornerstone Wealth Management
Missouri
$6.74M +$355K +7,818 +6%
HSA
149
HBK Sorce Advisory
Pennsylvania
$6.65M +$392K +8,640 +6%
SPC
150
Sigma Planning Corp
Michigan
$6.4M +$3.83M +84,343 +148%

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.