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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$573M +$54.2M +1,195,092 +10%
Bank of America
2
Bank of America
North Carolina
$397M +$71.9M +1,584,125 +22%
CTB
3
Country Trust Bank
Illinois
$240M +$40.9M +901,651 +21%
RA
4
RFG Advisory
Alabama
$162M +$49.6M +1,093,311 +44%
JP Morgan Chase
5
JP Morgan Chase
New York
$154M +$18M +395,879 +13%
UBS Group
6
UBS Group
Switzerland
$141M +$30.2M +665,538 +27%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$136M +$16M +351,675 +13%
Osaic Holdings
8
Osaic Holdings
Arizona
$129M -$12.8M -282,533 -9%
Morgan Stanley
9
Morgan Stanley
New York
$127M -$47.4M -1,043,494 -27%
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$127M +$4.63M +101,951 +4%
SWM
11
Spire Wealth Management
Virginia
$123M +$496K +10,936 +2%
SFA
12
Sequoia Financial Advisors
Ohio
$110M +$11.2M +247,521 +11%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$106M +$32.7M +720,943 +45%
BCP
14
Blue Chip Partners
Michigan
$101M +$5.94M +130,871 +6%
KIG
15
Kowal Investment Group
Wisconsin
$97.1M +$2.35M +51,773 +2%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$96.8M +$13.3M +292,436 +16%
LPL Financial
17
LPL Financial
California
$86.9M +$20.5M +452,231 +31%
CAL
18
Capital Analysts LLC
Pennsylvania
$79.6M +$7.14M +157,319 +10%
RWM
19
Ritholtz Wealth Management
New York
$76.9M -$2.78M -61,357 -3%
MML Investors Services
20
MML Investors Services
Massachusetts
$64.4M +$7.88M +173,709 +14%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$62.5M -$7.11M -156,659 -10%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$61.8M +$61.9M +1,363,736 New
KAS
23
Kestra Advisory Services
Texas
$60.7M +$13.8M +303,910 +29%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$59.5M +$17.2M +378,008 +40%
OWA
25
Octavia Wealth Advisors
Ohio
$57.5M +$38.1M +839,068 +197%

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.