Fidelity Disruptive Automation ETF
FBOT
12 hedge funds and large institutions have $20M invested in Fidelity Disruptive Automation ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
3.04% less ownership
Funds ownership: 22.7% → 19.66% (-3%)
8% less funds holding
Funds holding: 13 → 12 (-1)
14% less capital invested
Capital invested by funds: $23.4M → $20M (-$3.35M)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$64.7K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$19.7K |
| 3 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
+$14.5K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$12.6K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.67K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.71M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$566K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$42.7K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$5.53K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$2.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Fidelity Investments
Boston,
Massachusetts
| $17M | -$566K | -20,457 | -3% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.97M | -$42.7K | -1,544 | -2% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $428K | +$6.67K | +241 | +2% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $300K | +$64.7K | +2,339 | +28% |
|
|
KA
5
Kovack Advisors
Ft. Lauderdale,
Florida
| $275K | -$5.53K | -200 | -2% |
|
|
6
UBS Group
Zurich,
Switzerland
| $35.5K | +$19.7K | +711 | +130% |
|
|
EWM
7
EPG Wealth Management
Atlanta,
Georgia
| $23.9K | – | – | – |
|
|
CIA
8
Cape Investment Advisory
Mcdonough,
Georgia
| $14.8K | +$14.5K | +523 | New |
|
9
Morgan Stanley
New York
| $14.7K | – | – | – |
|
|
AWM
10
AE Wealth Management
Topeka,
Kansas
| $12.8K | +$12.6K | +455 | New |
|
11
Bank of Montreal
Toronto,
Ontario, Canada
| $7.06K | – | – | – |
|
|
FFA
12
Farther Finance Advisors
San Francisco,
California
| $3.61K | -$2.6K | -94 | -42% |
|
|
13
Jane Street
New York
| – | -$3.71M | -137,260 | Closed |
|
|
TRCT
14
Tower Research Capital (TRC)
New York
| – | -$352 | -13 | Closed |
|
FBOT Hedge Fund Activity: Q4 2024 in Review
12 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Fidelity Disruptive Automation ETF (FBOT) for Q4 2024, worth a combined $20M — down 14% from $23.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FBOT and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 3 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $64.7K. The largest seller was Jane Street, exiting entirely with an estimated $3.71M sold.
- 12 institutional investors held Fidelity Disruptive Automation ETF (FBOT) as of Q4 2024, down from 13 in Q3 2024.
- Funds reported $20M of Fidelity Disruptive Automation ETF stock for Q4 2024, down 14% quarter-over-quarter.
- 2 funds opened new Fidelity Disruptive Automation ETF positions in Q4 2024 and 3 closed out, a net change of -1 holder.
- The largest Fidelity Disruptive Automation ETF buyer in Q4 2024 was Commonwealth Equity Services, an estimated $64.7K added.
- The largest Fidelity Disruptive Automation ETF seller in Q4 2024 was Jane Street, an estimated $3.71M sold.
Based on aggregated 13F filings for Q4 2024.