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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
TSWM
326
Triangle Securities Wealth Management
North Carolina
$1.89M +$638K +13,964 +50%
GK
327
Graney & King
New York
$1.86M +$1.9M +41,495 New
SMC
328
Smith, Moore & Co
Missouri
$1.83M +$345K +7,548 +23%
NL
329
NWAM LLC
Washington
$1.79M -$160K -3,503 -8%
ICP
330
Interchange Capital Partners
Pennsylvania
$1.77M -$640 -14 -0%
MA
331
Mutual Advisors
Nebraska
$1.76M +$236K +5,173 +15%
LFA
332
Legacy Financial Advisors
Kentucky
$1.75M -$601K -13,160 -25%
RWM
333
Riverbend Wealth Management
South Carolina
$1.75M +$1.78M +39,045 New
CSWM
334
Cassady Schiller Wealth Management
Ohio
$1.74M -$11.9K -261 -0.7%
NW
335
NewEdge Wealth
Pennsylvania
$1.74M +$729K +15,952 +70%
FPAS
336
Focus Partners Advisor Solutions
Missouri
$1.74M -$569K -12,447 -24%
WIM
337
Warwick Investment Management
Texas
$1.72M +$1.76M +38,442 New
LBC
338
Leigh Baldwin & Co
New York
$1.68M +$1.71M +37,348 New
UW
339
Unique Wealth
Florida
$1.66M -$495K -10,840 -23%
JWA
340
JFS Wealth Advisors
Pennsylvania
$1.59M +$248K +5,420 +18%
TCG
341
Transcendent Capital Group
Oklahoma
$1.56M +$159K +3,476 +11%
IIM
342
InTrack Investment Management
Vermont
$1.55M +$470K +10,280 +42%
BFG
343
Berger Financial Group
Minnesota
$1.53M -$11.5K -252 -0.7%
CPCP
344
Cedar Point Capital Partners
Iowa
$1.53M +$93.4K +2,043 +6%
DWM
345
Defined Wealth Management
Oregon
$1.53M +$6.35K +139 +0.4%
NCM
346
Northwest Capital Management
Oregon
$1.53M -$48.8K -1,068 -3%
LSAG
347
Lake Street Advisors Group
New Hampshire
$1.51M +$2.38K +52 +0.2%
NPF
348
Norris Perne & French
Michigan
$1.51M +$187K +4,103 +14%
BFWA
349
Benchmark Financial Wealth Advisors
Florida
$1.5M +$1.53M +33,506 New
BWIA
350
Bryant Woods Investment Advisors
New York
$1.5M +$1.53M +33,398 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.