Fidelity Tactical Bond ETF
FTBD
7 hedge funds and large institutions have $10.4M invested in Fidelity Tactical Bond ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
18% less capital invested
Capital invested by funds: $12.7M → $10.4M (-$2.31M)
20.63% less ownership
Funds ownership: 90.31% → 69.68% (-21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$941K |
| 2 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$135K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$47.3K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$36.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.38M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.7M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Fidelity Investments
Boston,
Massachusetts
| $8.02M | -$2.38M | -50,000 | -24% |
|
|
2
Jane Street
New York
| $1.2M | +$941K | +19,783 | +443% |
|
|
3
Citadel Advisors
Miami,
Florida
| $597K | -$1.7M | -35,812 | -75% |
|
|
TWC
4
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $319K | +$135K | +2,830 | +85% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $127K | +$36.3K | +763 | +42% |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $50K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $49.3K | +$47.3K | +995 | New |
|
|
8
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$22K | -455 | Closed |
|
FTBD Hedge Fund Activity: Q4 2023 in Review
7 of the 6,864 institutional investors tracked by Wall St. Rank reported a position in Fidelity Tactical Bond ETF (FTBD) for Q4 2023, worth a combined $10.4M — down 18% from $12.7M a quarter earlier.
Fund positioning in FTBD was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $941K. The largest seller was Fidelity Investments, cutting an estimated $2.38M.
- 7 institutional investors held Fidelity Tactical Bond ETF (FTBD) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $10.4M of Fidelity Tactical Bond ETF stock for Q4 2023, down 18% quarter-over-quarter.
- 1 fund opened new Fidelity Tactical Bond ETF positions in Q4 2023 and 1 closed out, a net change of 0 holders.
- The largest Fidelity Tactical Bond ETF buyer in Q4 2023 was Jane Street, an estimated $941K added.
- The largest Fidelity Tactical Bond ETF seller in Q4 2023 was Fidelity Investments, an estimated $2.38M sold.
Based on aggregated 13F filings for Q4 2023.