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Fidelity Disruptive Automation ETF

20 hedge funds and large institutions have $24.9M invested in Fidelity Disruptive Automation ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

67% more funds holding

Funds holding: 1220 (+8)

24% more capital invested

Capital invested by funds: $20M → $24.9M (+$4.85M)

5.49% more ownership

Funds ownership: 19.66%25.14% (+5.5%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
20
Holders Change
+8
Holders Change %
+66.67%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
3
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15.1M -$582K -20,498 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.24M +$2.46M +86,439 New
Jane Street
3
Jane Street
New York
$1.86M +$2.03M +71,473 New
Truist Financial
4
Truist Financial
North Carolina
$1.32M +$1.45M +50,893 New
VF
5
Virtu Financial
New York
$926K +$1.01M +35,662 New
MML Investors Services
6
MML Investors Services
Massachusetts
$925K +$1.01M +35,613 New
Osaic Holdings
7
Osaic Holdings
Arizona
$909K +$563K +19,827 +131%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$601K +$355K +12,512 +118%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$460K -$1.48M -51,963 -75%
SS
10
Sunbelt Securities
Texas
$249K +$272K +9,573 New
KA
11
Kovack Advisors
Florida
$247K -$6.53K -230 -2%
EWM
12
EPG Wealth Management
Georgia
$22K
CIA
13
Cape Investment Advisory
Georgia
$13.6K
Morgan Stanley
14
Morgan Stanley
New York
$13.6K
AWM
15
AE Wealth Management
Kansas
$11.1K -$824 -29 -6%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$6.49K
JP Morgan Chase
17
JP Morgan Chase
New York
$5.75K +$6.28K +221 New
FFA
18
Farther Finance Advisors
California
$4.97K +$1.76K +62 +48%
AF
19
Allworth Financial
California
$447 +$483 +17 New
UBS Group
20
UBS Group
Switzerland
-$35.5K -1,258 Closed
MFA
21
McClarren Financial Advisors
Pennsylvania
+$710 +25 New

FBOT Hedge Fund Activity: Q1 2025 in Review

20 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Disruptive Automation ETF (FBOT) for Q1 2025, worth a combined $24.9M — up 24% from $20M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBOT positions and 1 closed out — a net gain of 8 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.46M. The largest seller was Susquehanna International Group, cutting an estimated $1.48M.

  • 20 institutional investors held Fidelity Disruptive Automation ETF (FBOT) as of Q1 2025, up from 12 in Q4 2024.
  • Funds reported $24.9M of Fidelity Disruptive Automation ETF stock for Q1 2025, up 24% quarter-over-quarter.
  • 9 funds opened new Fidelity Disruptive Automation ETF positions in Q1 2025 and 1 closed out, a net change of +8 holders.
  • The largest Fidelity Disruptive Automation ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $2.46M added.
  • The largest Fidelity Disruptive Automation ETF seller in Q1 2025 was Susquehanna International Group, an estimated $1.48M sold.

Based on aggregated 13F filings for Q1 2025.