Fidelity Tactical Bond ETF
FTBD
11 hedge funds and large institutions have $16.1M invested in Fidelity Tactical Bond ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
16% more capital invested
Capital invested by funds: $13.9M → $16.1M (+$2.24M)
10% more funds holding
Funds holding: 10 → 11 (+1)
1.62% more ownership
Funds ownership: 50.02% → 51.64% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$2.15M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$794K |
| 3 |
KFP
KMG Fiduciary Partners
Toledo,
Ohio
|
+$653K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$160K |
| 5 |
JP Morgan Chase
New York
|
+$6.74K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$560K |
| 2 |
Jane Street
New York
|
-$232K |
FTBD Hedge Fund Activity: Q4 2024 in Review
11 of the 7,609 institutional investors tracked by Wall St. Rank reported a position in Fidelity Tactical Bond ETF (FTBD) for Q4 2024, worth a combined $16.1M — up 16% from $13.9M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new FTBD positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Koshinski Asset Management, adding an estimated $2.15M. The largest seller was Osaic Holdings, cutting an estimated $560K.
- 11 institutional investors held Fidelity Tactical Bond ETF (FTBD) as of Q4 2024, up from 10 in Q3 2024.
- Funds reported $16.1M of Fidelity Tactical Bond ETF stock for Q4 2024, up 16% quarter-over-quarter.
- 1 fund opened new Fidelity Tactical Bond ETF positions in Q4 2024 and 0 closed out, a net change of +1 holder.
- The largest Fidelity Tactical Bond ETF buyer in Q4 2024 was Koshinski Asset Management, an estimated $2.15M added.
- The largest Fidelity Tactical Bond ETF seller in Q4 2024 was Osaic Holdings, an estimated $560K sold.
Based on aggregated 13F filings for Q4 2024.