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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
NFG
376
Nations Financial Group
Iowa
$1.04M +$162K +3,536 +18%
CAG
377
Curtis Advisory Group
California
$1.03M +$599K +13,100 +131%
GL
378
Gerber LLC
Ohio
$1.03M +$2.83K +62 +0.3%
BCA
379
Bay Colony Advisors
Massachusetts
$1.03M -$75.4K -1,649 -7%
EFL
380
ERn Financial LLC
Wisconsin
$1.02M +$26.9K +589 +3%
DW30
381
Drucker Wealth 3.0
New Jersey
$1.01M +$1.03M +22,580 New
PRTG
382
Post Resch Tallon Group
New York
$999K +$1.02M +22,246 New
TKP
383
Tallon Kerry Patrick
$999K +$1.02M +22,246 New
AA
384
Ancora Advisors
Ohio
$992K -$446K -9,764 -31%
UAG
385
United Advisor Group
Ohio
$989K +$458K +10,026 +84%
CW
386
CreativeOne Wealth
Kansas
$940K +$123K +2,687 +15%
CFG
387
Cosner Financial Group
Colorado
$939K -$366 -8 -0%
WCM
388
Winebrenner Capital Management
Kentucky
$928K +$945K +20,687 New
CA
389
CGN Advisors
Kansas
$917K +$241K +5,271 +35%
CIA
390
Cape Investment Advisory
Georgia
$914K +$931K +20,362 New
HPM
391
Hoxton Planning & Management
West Virginia
$912K +$162K +3,544 +21%
FPW
392
Fairvoy Private Wealth
Alabama
$896K +$912K +19,963 New
AFM
393
Abbot Financial Management
Massachusetts
$895K +$234K +5,122 +35%
IA
394
Insight Advisors
Pennsylvania
$875K +$199K +4,360 +29%
RFA
395
Register Financial Advisors
Georgia
$875K +$47.2K +1,032 +6%
CPIA
396
Cornell Pochily Investment Advisors
New York
$864K +$163K +3,558 +23%
NLWP
397
Next Level Wealth Planning
Idaho
$854K +$870K +19,037 New
IPWA
398
International Private Wealth Advisors
California
$850K +$865K +18,935 New
TW
399
TritonPoint Wealth
Maryland
$844K +$14.2K +311 +2%
OPOWM
400
One Plus One Wealth Management
Florida
$823K +$32.2K +704 +4%

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.