Fidelity Dynamic Buffered Equity ETF
FBUF
6 hedge funds and large institutions have $4.67M invested in Fidelity Dynamic Buffered Equity ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 4 → 6 (+2)
19% more capital invested
Capital invested by funds: $3.91M → $4.67M (+$761K)
4.24% less ownership
Funds ownership: 49.25% → 45.01% (-4.2%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFP
KMG Fiduciary Partners
Toledo,
Ohio
|
+$1.81M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$224K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$186K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.53M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$54.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.01K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Fidelity Investments
Boston,
Massachusetts
| $2.16M | -$1.53M | -56,000 | -41% |
|
|
KFP
2
KMG Fiduciary Partners
Toledo,
Ohio
| $1.81M | +$1.81M | +66,262 | New |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $460K | +$186K | +6,808 | +68% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $225K | +$224K | +8,229 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | -$54.2K | -1,990 | -75% |
|
|
6
UBS Group
Zurich,
Switzerland
| $518 | -$1.01K | -37 | -66% |
|
FBUF Hedge Fund Activity: Q4 2024 in Review
6 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Dynamic Buffered Equity ETF (FBUF) for Q4 2024, worth a combined $4.67M — up 19% from $3.91M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FBUF positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was KMG Fiduciary Partners, opening a new position worth an estimated $1.81M. The largest seller was Fidelity Investments, cutting an estimated $1.53M.
- 6 institutional investors held Fidelity Dynamic Buffered Equity ETF (FBUF) as of Q4 2024, up from 4 in Q3 2024.
- Funds reported $4.67M of Fidelity Dynamic Buffered Equity ETF stock for Q4 2024, up 19% quarter-over-quarter.
- 2 funds opened new Fidelity Dynamic Buffered Equity ETF positions in Q4 2024 and 0 closed out, a net change of +2 holders.
- The largest Fidelity Dynamic Buffered Equity ETF buyer in Q4 2024 was KMG Fiduciary Partners, an estimated $1.81M added.
- The largest Fidelity Dynamic Buffered Equity ETF seller in Q4 2024 was Fidelity Investments, an estimated $1.53M sold.
Based on aggregated 13F filings for Q4 2024.