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Fidelity Tactical Bond ETF

22 hedge funds and large institutions have $7.14M invested in Fidelity Tactical Bond ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

56% more capital invested

Capital invested by funds: $4.57M → $7.14M (+$2.57M)

29% more funds holding

Funds holding: 1722 (+5)

7.07% more ownership

Funds ownership: 12.3%19.37% (+7.1%)

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.21M +$126K +2,530 +11%
Citadel Advisors
2
Citadel Advisors
Florida
$1.06M +$1.07M +21,532 New
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$669K
Osaic Holdings
4
Osaic Holdings
Arizona
$591K +$40.1K +806 +7%
BIS
5
BG Investment Services
Guam
$547K +$55.3K +1,112 +11%
IIM
6
InTrack Investment Management
Vermont
$469K +$121K +2,425 +34%
AWE
7
Avidian Wealth Enterprises
Texas
$393K
AWA
8
Arkadios Wealth Advisors
Georgia
$391K +$82.1K +1,652 +26%
AF
9
Advisornet Financial
Minnesota
$354K +$358K +7,210 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$345K +$348K +7,011 New
Jane Street
11
Jane Street
New York
$333K +$336K +6,766 New
CAM
12
Clarity Asset Management
Iowa
$300K +$304K +6,109 New
SS
13
Sunbelt Securities
Texas
$220K +$14.2K +286 +7%
ASN
14
Advisory Services Network
Georgia
$88.7K +$89.7K +1,804 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$49K
TWC
16
TD Waterhouse Canada
Ontario, Canada
$35.1K -$25.5K -514 -42%
JP Morgan Chase
17
JP Morgan Chase
New York
$28.3K +$8.4K +169 +41%
FFA
18
Farther Finance Advisors
California
$15.7K
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$15.5K -$6.51K -131 -29%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$12K +$12.1K +244 New
CFD
21
Creative Financial Designs
Indiana
$10.6K +$6.51K +131 +156%
UBS Group
22
UBS Group
Switzerland
$1.82K +$944 +19 +106%
JWCA
23
J.W. Cole Advisors
Florida
-$238K -4,803 Closed
KAS
24
Kestra Advisory Services
Texas
-$66.2K -1,336 Closed

FTBD Hedge Fund Activity: Q1 2026 in Review

22 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Fidelity Tactical Bond ETF (FTBD) for Q1 2026, worth a combined $7.14M — up 56% from $4.57M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FTBD positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.07M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $238K sold.

  • 22 institutional investors held Fidelity Tactical Bond ETF (FTBD) as of Q1 2026, up from 17 in Q4 2025.
  • Funds reported $7.14M of Fidelity Tactical Bond ETF stock for Q1 2026, up 56% quarter-over-quarter.
  • 7 funds opened new Fidelity Tactical Bond ETF positions in Q1 2026 and 2 closed out, a net change of +5 holders.
  • The largest Fidelity Tactical Bond ETF buyer in Q1 2026 was Citadel Advisors, an estimated $1.07M added.
  • The largest Fidelity Tactical Bond ETF seller in Q1 2026 was J.W. Cole Advisors, an estimated $238K sold.

Based on aggregated 13F filings for Q1 2026.