Fidelity Tactical Bond ETF
FTBD
10 hedge funds and large institutions have $8.98M invested in Fidelity Tactical Bond ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
43% more funds holding
Funds holding: 7 → 10 (+3)
8.7% less ownership
Funds ownership: 69.68% → 60.98% (-8.7%)
13% less capital invested
Capital invested by funds: $10.4M → $8.98M (-$1.38M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$938K |
| 2 |
Jane Street
New York
|
+$864K |
| 3 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$811K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$540K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$441K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$49.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Fidelity Investments
Boston,
Massachusetts
| $3.04M | -$4.9M | -100,000 | -62% |
|
|
2
Jane Street
New York
| $2.05M | +$864K | +17,627 | +73% |
|
|
3
Citadel Advisors
Miami,
Florida
| $1.53M | +$938K | +19,142 | +159% |
|
|
TWC
4
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $1.13M | +$811K | +16,546 | +269% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $540K | +$540K | +11,022 | New |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $442K | +$441K | +9,000 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $154K | +$28.1K | +574 | +22% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $49K | – | – | – |
|
|
S
9
SignatureFD
Atlanta,
Georgia
| $34.1K | +$34.1K | +696 | New |
|
|
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $14.2K | +$14.2K | +290 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$49.3K | -995 | Closed |
|
FTBD Hedge Fund Activity: Q1 2024 in Review
10 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Fidelity Tactical Bond ETF (FTBD) for Q1 2024, worth a combined $8.98M — down 13% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FTBD positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $938K. The largest seller was Fidelity Investments, cutting an estimated $4.9M.
- 10 institutional investors held Fidelity Tactical Bond ETF (FTBD) as of Q1 2024, up from 7 in Q4 2023.
- Funds reported $8.98M of Fidelity Tactical Bond ETF stock for Q1 2024, down 13% quarter-over-quarter.
- 4 funds opened new Fidelity Tactical Bond ETF positions in Q1 2024 and 1 closed out, a net change of +3 holders.
- The largest Fidelity Tactical Bond ETF buyer in Q1 2024 was Citadel Advisors, an estimated $938K added.
- The largest Fidelity Tactical Bond ETF seller in Q1 2024 was Fidelity Investments, an estimated $4.9M sold.
Based on aggregated 13F filings for Q1 2024.