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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
EH
201
Equitable Holdings
New York
$3.52M +$328K +7,236 +10%
RWP
202
RWA Wealth Partners
Massachusetts
$3.51M -$260K -5,720 -7%
SOS
203
Silver Oak Securities
Tennessee
$3.5M -$1.87M -41,264 -35%
FCM
204
Family Capital Management
Michigan
$3.5M -$102K -2,240 -3%
ACA
205
Anchor Capital Advisors
Massachusetts
$3.41M +$64.8K +1,428 +2%
CIC
206
Carnegie Investment Counsel
Ohio
$3.37M +$157K +3,458 +5%
TCM
207
TD Capital Management
Tennessee
$3.36M +$2.65M +58,474 +372%
PCG
208
Prosperity Consulting Group
Maryland
$3.34M +$2.72M +60,039 +439%
SF
209
Slagle Financial
Illinois
$3.31M -$3.14M -69,256 -49%
Creative Planning
210
Creative Planning
Kansas
$3.29M -$28K -617 -0.8%
BCI
211
Brinker Capital Investments
Pennsylvania
$3.28M +$1.55M +34,112 +89%
OPS
212
Orion Portfolio Solutions
Nebraska
$3.28M +$1.55M +34,112 +89%
CWA
213
Clarity Wealth Advisors
California
$3.17M +$826K +18,208 +35%
FPAS
214
Focus Partners Advisor Solutions
Missouri
$3.07M -$181K -3,983 -6%
CAM
215
Cozad Asset Management
Illinois
$3.02M +$272K +5,995 +10%
SB
216
Strategic Blueprint
Georgia
$3M +$1.98M +43,594 +192%
CIR
217
Clear Investment Research
Georgia
$2.98M +$1.34M +29,459 +81%
LS
218
Leelyn Smith
Illinois
$2.85M -$121K -2,661 -4%
FFWA
219
Forthright Family Wealth Advisory
Texas
$2.81M -$73.9K -1,628 -3%
AF
220
Advisornet Financial
Minnesota
$2.81M +$406K +8,941 +17%
CA
221
Crumly & Associates
Illinois
$2.81M -$61.4K -1,353 -2%
HIS
222
Horizon Investment Services
Indiana
$2.77M +$167K +3,688 +6%
DADC
223
D.A. Davidson & Co
Montana
$2.76M +$1.51M +33,214 +120%
FUBT
224
First United Bank & Trust
Maryland
$2.57M +$403K +8,881 +19%
OWA
225
Opal Wealth Advisors
New York
$2.56M +$969K +21,362 +61%

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.