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 |
FTBD Hedge Fund Activity: Q3 2024 in Review
10 of the 6,980 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.