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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
Betterment LLC
301
Betterment LLC
New York
$2.65M +$411K +8,994 +18%
SAI
302
Savvy Advisors Inc
New York
$2.65M +$2.5M +54,769 +1,267%
LS
303
Leelyn Smith
Illinois
$2.61M +$115K +2,508 +5%
P
304
&Partners
Tennessee
$2.53M -$121K -2,640 -4%
FMN
305
Financial Management Network
California
$2.52M +$2.57M +56,230 New
Wells Fargo
306
Wells Fargo
California
$2.48M +$1.13M +24,711 +81%
BIA
307
Barry Investment Advisors
Massachusetts
$2.44M +$589K +12,889 +31%
FHA
308
Flagship Harbor Advisors
Massachusetts
$2.43M -$1.56M -34,165 -39%
TA
309
TFB Advisors
Kansas
$2.39M +$1.2M +26,355 +98%
CAAS
310
Capital Asset Advisory Services
Michigan
$2.38M +$221K +4,843 +10%
Brown Advisory
311
Brown Advisory
Maryland
$2.35M +$46 +1 +0%
GWANC
312
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.33M +$2.37M +51,920 New
RWP
313
RWA Wealth Partners
Massachusetts
$2.31M +$172K +3,763 +8%
ACA
314
Anchor Capital Advisors
Massachusetts
$2.28M -$1.07M -23,450 -32%
ERIC
315
Eagle Rock Investment Company
Georgia
$2.19M +$157K +3,446 +8%
GGS
316
Galvin Gaustad & Stein
Arizona
$2.18M +$17.6K +386 +0.8%
EFM
317
Eley Financial Management
Vermont
$2.16M +$2.2M +48,177 New
CWG
318
Cornerstone Wealth Group
North Carolina
$2.14M +$224K +4,900 +11%
LSL
319
Legacy Solutions LLC
Pennsylvania
$2.13M +$2.17M +47,399 New
AP
320
Agilis Partners
Massachusetts
$2.09M -$49.4K -1,082 -2%
IF
321
IRON Financial
Illinois
$2.09M -$43.2K -946 -2%
PFA
322
Professional Financial Advisors
Nebraska
$2.06M +$80.1K +1,752 +4%
BSB
323
Bangor Savings Bank
Maine
$2.04M -$100K -2,192 -5%
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
$1.95M +$159K +3,480 +9%
OP
325
ORG Partners
Indiana
$1.94M +$178K +3,892 +10%

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.