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Fidelity Dynamic Buffered Equity ETF

4 hedge funds and large institutions have $3.91M invested in Fidelity Dynamic Buffered Equity ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 34 (+1)

13% less capital invested

Capital invested by funds: $4.51M → $3.91M (-$603K)

21.3% less ownership

Funds ownership: 70.55%49.25% (-21%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.57M -$902K -35,000 -21%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$266K +$259K +10,049 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$70K -$96.3K -3,736 -59%
UBS Group
4
UBS Group
Switzerland
$1.48K +$1.42K +55 +5,500%

FBUF Hedge Fund Activity: Q3 2024 in Review

4 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dynamic Buffered Equity ETF (FBUF) for Q3 2024, worth a combined $3.91M — down 13% from $4.51M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new FBUF positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $259K. The largest seller was Fidelity Investments, cutting an estimated $902K.

  • 4 institutional investors held Fidelity Dynamic Buffered Equity ETF (FBUF) as of Q3 2024, up from 3 in Q2 2024.
  • Funds reported $3.91M of Fidelity Dynamic Buffered Equity ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 1 fund opened new Fidelity Dynamic Buffered Equity ETF positions in Q3 2024 and 0 closed out, a net change of +1 holder.
  • The largest Fidelity Dynamic Buffered Equity ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $259K added.
  • The largest Fidelity Dynamic Buffered Equity ETF seller in Q3 2024 was Fidelity Investments, an estimated $902K sold.

Based on aggregated 13F filings for Q3 2024.