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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
BAAM
151
Baker Avenue Asset Management
California
$6.27M +$57.9K +1,276 +0.9%
PWA
152
Primoris Wealth Advisors
Florida
$6.26M +$408K +8,983 +7%
Envestnet Portfolio Solutions
153
Envestnet Portfolio Solutions
Illinois
$6.24M +$1.77M +39,004 +39%
VFG
154
Valley Financial Group
Pennsylvania
$6.06M +$848K +18,688 +16%
WIA
155
World Investment Advisors
California
$6.02M +$1.15M +25,282 +23%
NIWA
156
New Insight Wealth Advisors
California
$5.95M +$532K +11,719 +10%
ACG
157
Allen Capital Group
Nebraska
$5.89M +$31.3K +689 +0.5%
NA
158
NewEdge Advisors
Louisiana
$5.86M -$1.07M -23,606 -15%
FIA
159
Foundations Investment Advisors
Arizona
$5.85M +$1.38M +30,443 +31%
CWM
160
CMH Wealth Management
New Hampshire
$5.71M +$324K +7,147 +6%
AWA
161
Arete Wealth Advisors
Illinois
$5.7M +$5.71M +125,728 New
SWMG
162
Sard Wealth Management Group
Georgia
$5.61M +$1.85M +40,858 +49%
SFS
163
Sowell Financial Services
Arkansas
$5.49M +$212K +4,671 +4%
PJSIMP
164
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.46M +$827K +18,234 +18%
HA
165
Hofer & Associates
California
$5.4M +$390K +8,592 +8%
LNC
166
Lincoln National Corp
Pennsylvania
$5.23M +$873K +19,242 +20%
OFP
167
OLIO Financial Planning
Virginia
$5.16M -$186K -4,103 -4%
LWMNY
168
Landmark Wealth Management (New York)
New York
$5M +$222K +4,898 +5%
MTWM
169
Masso Torrence Wealth Management
New Jersey
$4.99M +$338K +7,450 +7%
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$4.94M +$1.09M +23,987 +28%
ST
171
Spinnaker Trust
Maine
$4.9M +$665K +14,664 +16%
TWC
172
TD Waterhouse Canada
Ontario, Canada
$4.76M +$288K +6,339 +6%
PAG
173
Private Advisor Group
New Jersey
$4.63M -$65.8K -1,450 -1%
LIG
174
Lokken Investment Group
Delaware
$4.62M -$3.65M -80,439 -44%
KPWS
175
Kestra Private Wealth Services
Texas
$4.59M +$1.13M +25,005 +33%

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.