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Fidelity Total Bond ETF

601 hedge funds and large institutions have $14.8B invested in Fidelity Total Bond ETF in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 324 increasing their positions, 123 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 30

168% more call options, than puts

Call options by funds: $552K | Put options by funds: $206K

163% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 123

56% more capital invested

Capital invested by funds: $9.47B → $14.8B (+$5.3B)

15% more funds holding in top 10

Funds holding in top 10: 112129 (+17)

14% more funds holding

Funds holding: 525601 (+76)

7.56% more ownership

Funds ownership: 76.78%84.34% (+7.6%)

Holders
601
Holders Change
+76
Holders Change %
+14.48%
% of All Funds
7.92%
Holding in Top 10
129
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+15.18%
% of All Funds
1.7%
New
118
Increased
324
Reduced
123
Closed
30
Calls
$552K
Puts
$206K
Net Calls
+$346K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
226
Prime Capital Investment Advisors
Kansas
$5.45M +$525K +11,486 +10%
ST
227
Spinnaker Trust
Maine
$5.42M +$73.3K +1,605 +1%
ZIM
228
Zacks Investment Management
Illinois
$5.32M -$189K -4,131 -3%
KWA
229
Kingswood Wealth Advisors
California
$5.19M -$939K -20,543 -15%
MWA
230
Merkkuri Wealth Advisors
New York
$5.15M +$475K +10,384 +10%
TCM
231
TD Capital Management
Tennessee
$5.13M +$533K +11,663 +11%
TA
232
TrueWealth Advisors
Alabama
$5.13M +$705K +15,431 +16%
BAM
233
BOS Asset Management
Illinois
$5.08M +$5.18M +113,324 New
PA
234
Paragon Advisors
Texas
$5.08M +$1.08M +23,728 +27%
PWA
235
Peterson Wealth Advisors
Utah
$5.04M +$3.7M +80,970 +258%
EFS
236
Essex Financial Services
Connecticut
$5M -$229K -5,003 -4%
BCI
237
Brinker Capital Investments
Pennsylvania
$4.96M +$523K +11,435 +12%
OPS
238
Orion Portfolio Solutions
Nebraska
$4.96M +$523K +11,435 +12%
SFS
239
Sowell Financial Services
Arkansas
$4.91M +$1.75M +38,321 +54%
CG
240
CFO4Life Group
Texas
$4.88M +$3.77M +82,525 +314%
CA
241
Crumly & Associates
Illinois
$4.84M -$10.6K -233 -0.2%
WA
242
Waverly Advisors
Alabama
$4.8M +$498K +10,891 +11%
KFP
243
KMG Fiduciary Partners
Ohio
$4.79M +$2.05M +44,767 +72%
AWM
244
Accredited Wealth Management
Kentucky
$4.77M +$4.83M +105,776 New
Jones Financial Companies
245
Jones Financial Companies
Missouri
$4.63M +$1.41M +30,755 +42%
PAS
246
PKS Advisory Services
New York
$4.62M +$4.71M +102,989 New
AWP
247
Axis Wealth Partners
Rhode Island
$4.59M +$4.68M +102,379 New
Stifel Financial
248
Stifel Financial
Missouri
$4.56M -$6.98M -152,795 -60%
TWC
249
TD Waterhouse Canada
Ontario, Canada
$4.41M -$19.1K -418 -0.4%
FFP
250
Forbes Financial Planning
Rhode Island
$4.4M +$4.48M +98,052 New

FBND Hedge Fund Activity: Q4 2024 in Review

601 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q4 2024, worth a combined $14.8B — up 56% from $9.47B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new FBND positions and 30 closed out — a net gain of 88 holders — while 324 added to existing stakes and 123 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.15B. The largest seller was Jane Street, cutting an estimated $33.7M.

  • 601 institutional investors held Fidelity Total Bond ETF (FBND) as of Q4 2024, up from 525 in Q3 2024.
  • Funds reported $14.8B of Fidelity Total Bond ETF stock for Q4 2024, up 56% quarter-over-quarter.
  • 118 funds opened new Fidelity Total Bond ETF positions in Q4 2024 and 30 closed out, a net change of +88 holders.
  • The largest Fidelity Total Bond ETF buyer in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $3.15B added.
  • The largest Fidelity Total Bond ETF seller in Q4 2024 was Jane Street, an estimated $33.7M sold.

Based on aggregated 13F filings for Q4 2024.