Fidelity Tactical Bond ETF
FTBD
9 hedge funds and large institutions have $7.39M invested in Fidelity Tactical Bond ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 5 closing their positions.
9.87% less ownership
Funds ownership: 60.98% → 51.11% (-9.9%)
10% less funds holding
Funds holding: 10 → 9 (-1)
18% less capital invested
Capital invested by funds: $8.98M → $7.39M (-$1.6M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$1.9M |
| 2 |
KFP
KMG Fiduciary Partners
Toledo,
Ohio
|
+$933K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$481K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.25K |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
+$1.98K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.53M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.21M |
| 3 |
Jane Street
New York
|
-$885K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$540K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$420K |
FTBD Hedge Fund Activity: Q2 2024 in Review
9 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Fidelity Tactical Bond ETF (FTBD) for Q2 2024, worth a combined $7.39M — down 18% from $8.98M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FTBD and 4 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 1 added.
The largest buyer was TD Waterhouse Canada, adding an estimated $1.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.53M sold.
- 9 institutional investors held Fidelity Tactical Bond ETF (FTBD) as of Q2 2024, down from 10 in Q1 2024.
- Funds reported $7.39M of Fidelity Tactical Bond ETF stock for Q2 2024, down 18% quarter-over-quarter.
- 4 funds opened new Fidelity Tactical Bond ETF positions in Q2 2024 and 5 closed out, a net change of -1 holder.
- The largest Fidelity Tactical Bond ETF buyer in Q2 2024 was TD Waterhouse Canada, an estimated $1.9M added.
- The largest Fidelity Tactical Bond ETF seller in Q2 2024 was Citadel Advisors, an estimated $1.53M sold.
Based on aggregated 13F filings for Q2 2024.