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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
TPWA
351
Twin Peaks Wealth Advisors
California
$1.44M -$145K -3,166 -9%
KCIC
352
Kuhn & Co Investment Counsel
Illinois
$1.42M +$39.4K +863 +3%
CCM
353
Condor Capital Management
New Jersey
$1.42M +$1.44M +31,596 New
PAI
354
Pittenger & Anderson Inc
Nebraska
$1.4M +$247K +5,403 +21%
SAG
355
SageView Advisory Group
California
$1.4M -$417K -9,125 -23%
IFG
356
Independent Financial Group
California
$1.35M +$180K +3,947 +15%
BCA
357
Bay Capital Advisors
Virginia
$1.33M +$1.36M +29,730 New
MFG
358
Mosaic Financial Group
Illinois
$1.32M +$109K +2,380 +9%
BRWA
359
B. Riley Wealth Advisors
Florida
$1.3M +$149K +3,253 +13%
CFGS
360
Concourse Financial Group Securities
Alabama
$1.27M +$185K +4,039 +17%
VWM
361
Valley Wealth Managers
New Jersey
$1.26M +$286K +6,257 +29%
CWA
362
Canvas Wealth Advisors
Kansas
$1.25M -$1.53M -33,397 -55%
WW
363
Waterfront Wealth
Kansas
$1.25M +$11.1K +242 +0.9%
IWA
364
IBEX Wealth Advisors
New Jersey
$1.21M +$1.23M +26,955 New
OIA
365
OneDigital Investment Advisors
Kansas
$1.2M +$503 +11 +0%
VFG
366
Valley Financial Group
Pennsylvania
$1.2M -$29K -634 -2%
CB
367
Chris Bulman
California
$1.19M +$74.5K +1,630 +7%
BPFA
368
Barnes Pettey Financial Advisors
Mississippi
$1.18M +$389K +8,515 +48%
CSP
369
Cary Street Partners
Virginia
$1.17M +$1.19M +25,974 New
EE
370
EWG Elevate
California
$1.15M +$234K +5,115 +25%
TFS
371
Thoroughbred Financial Services
Tennessee
$1.12M -$14.4K -315 -1%
TC
372
TownSquare Capital
Utah
$1.11M +$1.13M +24,732 New
Pathstone Holdings
373
Pathstone Holdings
New Jersey
$1.08M +$1.1M +24,104 New
KWMG
374
King Wealth Management Group
Florida
$1.07M +$11K +240 +1%
BFA
375
Bright Financial Advisors
Michigan
$1.04M +$1.06M +23,228 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.