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Fidelity Tactical Bond ETF
FTBD

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+1
Holders Change %
+11.11%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KFP
KMG Fiduciary Partners
Ohio
+$4.84M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$1.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$825K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$621K
5
Citadel Advisors
Citadel Advisors
Florida
+$416K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.79M
2
Jane Street
Jane Street
New York
-$392K
3
UBS Group
UBS Group
Switzerland
-$4.25K
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
1
KMG Fiduciary Partners
Ohio
$5.81M +$4.84M +95,912 +497%
TWC
2
TD Waterhouse Canada
Ontario, Canada
$3.34M +$202K +3,984 +6%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.5M +$1.5M +29,787 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.12M +$621K +12,317 +124%
Osaic Holdings
5
Osaic Holdings
Arizona
$825K +$825K +16,360 New
Jane Street
6
Jane Street
New York
$796K -$392K -7,782 -33%
Citadel Advisors
7
Citadel Advisors
Florida
$416K +$416K +8,247 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$51K – – –
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$15.9K – – –
SS
10
Sunbelt Securities
Texas
$4.63K +$2.57K +51 +124%
Fidelity Investments
11
Fidelity Investments
Massachusetts
– -$1.79M -37,000 Closed
UBS Group
12
UBS Group
Switzerland
– -$4.25K -88 Closed