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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
PCG
276
Prosperity Consulting Group
Maryland
$3.52M +$13.8K +302 +0.4%
OWA
277
Opal Wealth Advisors
New York
$3.46M +$480K +10,494 +16%
HIS
278
Horizon Investment Services
Indiana
$3.44M -$1.43M -31,200 -29%
CTA
279
Chesley Taft & Associates
Illinois
$3.42M +$712K +15,580 +26%
EWM
280
Executive Wealth Management
Michigan
$3.37M +$45.8K +1,003 +1%
FFG
281
Fortress Financial Group
Minnesota
$3.29M +$3.35M +73,400 New
GWS
282
Greykasell Wealth Strategies
California
$3.29M +$3.35M +73,394 New
AFP
283
Ausdal Financial Partners
Iowa
$3.29M +$102K +2,232 +3%
IAG
284
Investment Advisory Group
Massachusetts
$3.26M +$578K +12,654 +21%
WP
285
Wealthspan Partners
Iowa
$3.21M +$921K +20,145 +39%
TAM
286
Titleist Asset Management
Texas
$3.2M +$41.6K +911 +1%
FCM
287
Family Capital Management
Michigan
$3.18M -$65.5K -1,434 -2%
CAM
288
Cozad Asset Management
Illinois
$3.09M +$32.7K +715 +1%
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$3.07M -$531K -11,611 -15%
MWM
290
Mascagni Wealth Management
Mississippi
$3.06M +$3.07M +67,102 New
CP
291
Capital Planning
Washington
$3.05M +$1.7M +37,149 +122%
AWA
292
Arkadios Wealth Advisors
Georgia
$3.02M +$1.79M +39,270 +140%
CFS
293
CRA Financial Services
New Jersey
$3.01M +$1.15M +25,084 +60%
TWP
294
Tower Wealth Partners
Pennsylvania
$2.99M +$3.05M +66,707 New
DFG
295
Delta Financial Group
New Jersey
$2.94M +$2.99M +65,518 New
FSWA
296
Financial Synergies Wealth Advisors
Texas
$2.77M +$882K +19,301 +46%
QCG
297
Quadrant Capital Group
Ohio
$2.76M +$543K +11,877 +24%
REMPR
298
Roof Eidam Maycock Peralta (REMP)
California
$2.72M -$143K -3,128 -5%
SPA
299
Shore Point Advisors
New Jersey
$2.7M -$74.1K -1,622 -3%
AF
300
Advisornet Financial
Minnesota
$2.7M -$60K -1,313 -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.