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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
LWM
176
LongView Wealth Management
Georgia
$4.55M +$1.91M +42,069 +72%
LCC
177
Lincoln Capital Corp
Rhode Island
$4.51M +$313K +6,905 +7%
EP
178
Eudaimonia Partners
Tennessee
$4.49M +$415K +9,148 +10%
CWMU
179
Caliber Wealth Management (Utah)
Utah
$4.4M -$113K -2,494 -3%
ASN
180
Advisory Services Network
Georgia
$4.28M +$820K +18,077 +24%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$4.23M -$1.5M -33,134 -26%
AFG
182
AFS Financial Group
Maryland
$4.12M -$14.7M -324,023 -78%
MWP
183
Madison Wealth Partners
Wisconsin
$4.1M +$1.08M +23,857 +36%
OFG
184
OmniStar Financial Group
North Carolina
$4.08M +$4.09M +90,051 New
SPA
185
Shore Point Advisors
New Jersey
$4.02M +$182K +4,021 +5%
PA
186
PFG Advisors
Arizona
$4.01M +$487K +10,733 +14%
AWE
187
Avidian Wealth Enterprises
Texas
$4M +$4.01M +88,323 New
WAM
188
WNY Asset Management
New York
$3.97M +$2.62M +57,650 +193%
APWM
189
Atlas Private Wealth Management
New York
$3.93M +$1.5M +33,034 +61%
VWA
190
Visionary Wealth Advisors
Illinois
$3.93M +$20.3K +447 +0.5%
EA
191
Eudaimonia Advisors
Tennessee
$3.84M +$573K +12,616 +17%
PIA
192
Powell Investment Advisors
Florida
$3.8M -$206K -4,548 -5%
CAG
193
Csenge Advisory Group
Florida
$3.77M +$672K +14,807 +22%
WA
194
Waverly Advisors
Alabama
$3.71M +$3.72M +81,963 New
OBWG
195
Onyx Bridge Wealth Group
New York
$3.68M +$3.79M +83,469 New
S
196
Sachetta
Massachusetts
$3.68M
MG
197
Mather Group
Illinois
$3.67M
FHA
198
Flagship Harbor Advisors
Massachusetts
$3.66M +$220K +4,857 +6%
PA
199
Paragon Advisors
Texas
$3.58M -$1.09M -23,936 -23%
SIA
200
Soltis Investment Advisors
Utah
$3.57M -$144K -3,167 -4%

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.