Fidelity Tactical Bond ETF
FTBD
10 hedge funds and large institutions have $13.9M invested in Fidelity Tactical Bond ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
88% more capital invested
Capital invested by funds: $7.39M → $13.9M (+$6.5M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
1.09% less ownership
Funds ownership: 51.11% → 50.02% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFP
KMG Fiduciary Partners
Toledo,
Ohio
|
+$4.77M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$1.48M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$814K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$613K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$410K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.79M |
| 2 |
Jane Street
New York
|
-$387K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFP
1
KMG Fiduciary Partners
Toledo,
Ohio
| $5.81M | +$4.77M | +95,912 | +497% |
|
|
TWC
2
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $3.34M | +$198K | +3,984 | +6% |
|
|
3
Koshinski Asset Management
Decatur,
Illinois
| $1.5M | +$1.48M | +29,787 | New |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.12M | +$613K | +12,317 | +124% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $825K | +$814K | +16,360 | New |
|
|
6
Jane Street
New York
| $796K | -$387K | -7,782 | -33% |
|
|
7
Citadel Advisors
Miami,
Florida
| $416K | +$410K | +8,247 | New |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $51K | – | – | – |
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| $15.9K | – | – | – |
|
|
SS
10
Sunbelt Securities
Houston,
Texas
| $4.63K | +$2.54K | +51 | +124% |
|
|
11
Fidelity Investments
Boston,
Massachusetts
| – | -$1.79M | -37,000 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$4.25K | -88 | Closed |
|
FTBD Hedge Fund Activity: Q3 2024 in Review
10 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in Fidelity Tactical Bond ETF (FTBD) for Q3 2024, worth a combined $13.9M — up 88% from $7.39M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FTBD positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was KMG Fiduciary Partners, adding an estimated $4.77M. The largest seller was Fidelity Investments, exiting entirely with an estimated $1.79M sold.
- 10 institutional investors held Fidelity Tactical Bond ETF (FTBD) as of Q3 2024, up from 9 in Q2 2024.
- Funds reported $13.9M of Fidelity Tactical Bond ETF stock for Q3 2024, up 88% quarter-over-quarter.
- 3 funds opened new Fidelity Tactical Bond ETF positions in Q3 2024 and 2 closed out, a net change of +1 holder.
- The largest Fidelity Tactical Bond ETF buyer in Q3 2024 was KMG Fiduciary Partners, an estimated $4.77M added.
- The largest Fidelity Tactical Bond ETF seller in Q3 2024 was Fidelity Investments, an estimated $1.79M sold.
Based on aggregated 13F filings for Q3 2024.