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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
AWE
251
Avidian Wealth Enterprises
Texas
$4.34M -$25K -547 -0.6%
PGFC
252
Peapack-Gladstone Financial Corp
New Jersey
$4.21M +$610K +13,350 +17%
SIA
253
Spectrum Investment Advisors
Wisconsin
$4.14M +$4.22M +92,356 New
SWM
254
SilverOak Wealth Management
Minnesota
$4.13M +$1.08M +23,664 +35%
SF
255
Slagle Financial
Illinois
$4.11M +$218K +4,769 +5%
AWA
256
Adapt Wealth Advisors
Georgia
$4.04M +$4.12M +90,087 New
RSWM
257
Robertson Stephens Wealth Management
California
$4.04M -$121K -2,654 -3%
RMF
258
Red Mountain Financial
Colorado
$4.02M +$201K +4,405 +5%
DADC
259
D.A. Davidson & Co
Montana
$4.01M -$446K -9,749 -10%
MCM
260
Maple Capital Management
Vermont
$3.97M +$226K +4,935 +6%
RFN
261
RDA Financial Network
Iowa
$3.92M +$1.63M +35,616 +69%
ATPW
262
Ashton Thomas Private Wealth
Arizona
$3.89M +$457K +10,010 +13%
CIC
263
Carnegie Investment Counsel
Ohio
$3.89M +$481K +10,517 +14%
ALC
264
Alexander Labrunerie & Co
Missouri
$3.86M -$52.5K -1,148 -1%
QCIG
265
Quad-Cities Investment Group
Iowa
$3.84M +$995K +21,769 +34%
SIA
266
Soltis Investment Advisors
Utah
$3.8M +$235K +5,140 +6%
IA
267
IFP Advisors
Florida
$3.76M +$506K +11,063 +15%
RPGNY
268
Retirement Planning Group (New York)
New York
$3.75M +$3.81M +83,476 New
IAG
269
Ipsen Advisor Group
Arkansas
$3.74M +$3.81M +83,459 New
EFP
270
Envision Financial Planning
Tennessee
$3.69M +$172K +3,759 +5%
VFG
271
Victory Financial Group
Texas
$3.67M +$3.74M +81,826 New
CIA
272
Concurrent Investment Advisors
Florida
$3.66M +$130K +2,851 +4%
FUBT
273
First United Bank & Trust
Maryland
$3.66M +$1.16M +25,477 +46%
CIR
274
Clear Investment Research
Georgia
$3.63M +$220K +4,822 +6%
LCC
275
Lincoln Capital Corp
Rhode Island
$3.59M +$76.6K +1,677 +2%

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.