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Fidelity Tactical Bond ETF

6 hedge funds and large institutions have $14.4M invested in Fidelity Tactical Bond ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 36 (+3)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

1.36% more ownership

Funds ownership: 96.34%97.7% (+1.4%)

0% less capital invested

Capital invested by funds: $14.4M → $14.4M (-$12.1K)

Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.4M -$1.23M -25,000 -11%
Jane Street
2
Jane Street
New York
$3.23M +$1.1M +22,307 +51%
Citadel Advisors
3
Citadel Advisors
Florida
$417K +$5.78K +117 +1%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$196K +$196K +3,978 New
TWC
5
TD Waterhouse Canada
Ontario, Canada
$96.4K +$97.5K +1,975 New
Osaic Holdings
6
Osaic Holdings
Arizona
$34.4K +$34.6K +702 New

FTBD Hedge Fund Activity: Q2 2023 in Review

6 of the 6,372 institutional investors tracked by Wall St. Rank reported a position in Fidelity Tactical Bond ETF (FTBD) for Q2 2023, worth a combined $14.4M — down 0.08% from $14.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FTBD positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Jane Street, adding an estimated $1.1M. The largest seller was Fidelity Investments, cutting an estimated $1.23M.

  • 6 institutional investors held Fidelity Tactical Bond ETF (FTBD) as of Q2 2023, up from 3 in Q1 2023.
  • Funds reported $14.4M of Fidelity Tactical Bond ETF stock for Q2 2023, down 0.08% quarter-over-quarter.
  • 3 funds opened new Fidelity Tactical Bond ETF positions in Q2 2023 and 0 closed out, a net change of +3 holders.
  • The largest Fidelity Tactical Bond ETF buyer in Q2 2023 was Jane Street, an estimated $1.1M added.
  • The largest Fidelity Tactical Bond ETF seller in Q2 2023 was Fidelity Investments, an estimated $1.23M sold.

Based on aggregated 13F filings for Q2 2023.