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Fidelity Tactical Bond ETF

17 hedge funds and large institutions have $4.57M invested in Fidelity Tactical Bond ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

0% more funds holding

Funds holding: 1717 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

21% less ownership

Funds ownership: 33.3%12.3% (-21%)

54% less capital invested

Capital invested by funds: $9.99M → $4.57M (-$5.42M)

Holders
17
Holders Change
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.1M -$99K -1,980 -8%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$674K -$252K -5,038 -27%
Osaic Holdings
3
Osaic Holdings
Arizona
$555K +$69.2K +1,384 +14%
BIS
4
BG Investment Services
Guam
$496K +$153K +3,063 +44%
AWE
5
Avidian Wealth Enterprises
Texas
$396K
IIM
6
InTrack Investment Management
Vermont
$352K +$80.8K +1,615 +29%
AWA
7
Arkadios Wealth Advisors
Georgia
$312K +$83.7K +1,673 +36%
JWCA
8
J.W. Cole Advisors
Florida
$238K -$24.1K -482 -9%
SS
9
Sunbelt Securities
Texas
$207K +$900 +18 +0.4%
KAS
10
Kestra Advisory Services
Texas
$66.2K +$66.8K +1,336 New
TWC
11
TD Waterhouse Canada
Ontario, Canada
$60.8K -$2.92M -58,416 -98%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$50K
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$22.1K +$6.55K +131 +42%
JP Morgan Chase
14
JP Morgan Chase
New York
$20.3K -$3.45K -69 -14%
FFA
15
Farther Finance Advisors
California
$15.7K +$15.9K +318 New
CFD
16
Creative Financial Designs
Indiana
$4.17K +$4.2K +84 New
UBS Group
17
UBS Group
Switzerland
$891 +$900 +18 New
Citadel Advisors
18
Citadel Advisors
Florida
-$1.53M -30,537 Closed
Jane Street
19
Jane Street
New York
-$635K -12,706 Closed
PWA
20
Peterson Wealth Advisors
Utah
-$373K -7,477 Closed
ASN
21
Advisory Services Network
Georgia
-$24.9K -498 Closed

FTBD Hedge Fund Activity: Q4 2025 in Review

17 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Fidelity Tactical Bond ETF (FTBD) for Q4 2025, worth a combined $4.57M — down 54% from $9.99M a quarter earlier.

Fund positioning in FTBD was balanced in Q4 2025: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 5 trimmed.

The largest buyer was BG Investment Services, adding an estimated $153K. The largest seller was TD Waterhouse Canada, cutting an estimated $2.92M.

  • 17 institutional investors held Fidelity Tactical Bond ETF (FTBD) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $4.57M of Fidelity Tactical Bond ETF stock for Q4 2025, down 54% quarter-over-quarter.
  • 4 funds opened new Fidelity Tactical Bond ETF positions in Q4 2025 and 4 closed out, a net change of 0 holders.
  • The largest Fidelity Tactical Bond ETF buyer in Q4 2025 was BG Investment Services, an estimated $153K added.
  • The largest Fidelity Tactical Bond ETF seller in Q4 2025 was TD Waterhouse Canada, an estimated $2.92M sold.

Based on aggregated 13F filings for Q4 2025.