Fidelity Tactical Bond ETF
FTBD
11 hedge funds and large institutions have $3.54B 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.
25,428% more capital invested
Capital invested by funds: $13.9M → $3.54B (+$3.53B)
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Koshinski Asset Management
Decatur,
Illinois
| $3.53B | +$2.15M | +43,672 | +147% |
|
|
KFP
2
KMG Fiduciary Partners
Toledo,
Ohio
| $6.18M | +$653K | +13,282 | +12% |
|
|
TWC
3
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $3.17M | +$4.13K | +84 | +0.1% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.23M | +$160K | +3,244 | +15% |
|
|
5
Citadel Advisors
Miami,
Florida
| $1.17M | +$794K | +16,155 | +196% |
|
|
6
Jane Street
New York
| $532K | -$232K | -4,709 | -30% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $240K | -$560K | -11,379 | -70% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $48K | – | – | – |
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| $15.1K | – | – | – |
|
|
SS
10
Sunbelt Securities
Houston,
Texas
| $8.19K | +$3.83K | +78 | +85% |
|
|
11
JP Morgan Chase
New York
| $6.61K | +$6.74K | +137 | New |
|
FTBD Hedge Fund Activity: Q4 2024 in Review
11 of the 7,594 institutional investors tracked by Wall St. Rank reported a position in Fidelity Tactical Bond ETF (FTBD) for Q4 2024, worth a combined $3.54B — up 25,428% 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 $3.54B of Fidelity Tactical Bond ETF stock for Q4 2024, up 25,428% 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.