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Fidelity Total Bond ETF

416 hedge funds and large institutions have $5.29B invested in Fidelity Total Bond ETF in 2023 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 210 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 24

128% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 92

38% more capital invested

Capital invested by funds: $3.84B → $5.29B (+$1.45B)

25% more funds holding in top 10

Funds holding in top 10: 6581 (+16)

20% more funds holding

Funds holding: 346416 (+70)

3.4% more ownership

Funds ownership: 75.09%78.49% (+3.4%)

Holders
416
Holders Change
+70
Holders Change %
+20.23%
% of All Funds
6.07%
Holding in Top 10
81
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+24.62%
% of All Funds
1.18%
New
97
Increased
210
Reduced
92
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$527M +$413M +9,363,276 +449%
Bank of America
2
Bank of America
North Carolina
$331M +$55.3M +1,252,654 +21%
CTB
3
Country Trust Bank
Illinois
$202M -$22.9M -517,956 -11%
Morgan Stanley
4
Morgan Stanley
New York
$177M +$136M +3,085,282 +402%
Osaic Holdings
5
Osaic Holdings
Arizona
$144M -$31.2K -708 -0%
JP Morgan Chase
6
JP Morgan Chase
New York
$138M +$26.1K +591 +0%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$125M -$2.92M -66,187 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$122M +$27.7M +628,777 +31%
RA
9
RFG Advisory
Alabama
$114M -$26.3M -595,761 -19%
UBS Group
10
UBS Group
Switzerland
$112M +$837K +18,964 +0.8%
SFA
11
Sequoia Financial Advisors
Ohio
$101M +$10.5M +237,581 +12%
BCP
12
Blue Chip Partners
Michigan
$96.6M -$2.46M -55,647 -3%
KIG
13
Kowal Investment Group
Wisconsin
$96.3M -$168K -3,799 -0.2%
FMWA
14
Forvis Mazars Wealth Advisors
Missouri
$84.9M +$21M +475,929 +35%
Jane Street
15
Jane Street
New York
$84.1M +$5.06M +114,587 +7%
RWM
16
Ritholtz Wealth Management
New York
$81M +$5.74M +130,012 +8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$74.2M +$7.7M +174,481 +12%
CAL
18
Capital Analysts LLC
Pennsylvania
$73.6M -$3.31M -75,094 -4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$70.8M +$30.8M +697,993 +83%
LPL Financial
20
LPL Financial
California
$67.5M +$9.04M +204,881 +16%
MML Investors Services
21
MML Investors Services
Massachusetts
$57.5M +$12.8M +290,491 +30%
KAS
22
Kestra Advisory Services
Texas
$47.6M +$13.4M +302,577 +41%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$43M +$24.2M +548,396 +142%
SFG
24
Sunburst Financial Group
Alabama
$41.9M +$4.09M +92,675 +11%
RJA
25
Raymond James & Associates
Florida
$37.3M +$6.1M +138,211 +21%

FBND Hedge Fund Activity: Q4 2023 in Review

416 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q4 2023, worth a combined $5.29B — up 38% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new FBND positions and 24 closed out — a net gain of 73 holders — while 210 added to existing stakes and 92 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $413M. The largest seller was Baker Avenue Asset Management, cutting an estimated $75.7M.

  • 416 institutional investors held Fidelity Total Bond ETF (FBND) as of Q4 2023, up from 346 in Q3 2023.
  • Funds reported $5.29B of Fidelity Total Bond ETF stock for Q4 2023, up 38% quarter-over-quarter.
  • 97 funds opened new Fidelity Total Bond ETF positions in Q4 2023 and 24 closed out, a net change of +73 holders.
  • The largest Fidelity Total Bond ETF buyer in Q4 2023 was Fidelity Investments, an estimated $413M added.
  • The largest Fidelity Total Bond ETF seller in Q4 2023 was Baker Avenue Asset Management, an estimated $75.7M sold.

Based on aggregated 13F filings for Q4 2023.