We are live on ! Find out more
FBND icon

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
JWCA
401
J.W. Cole Advisors
Florida
$818K -$322K -7,052 -28%
WCM
402
WealthBridge Capital Management
Ohio
$815K +$158K +3,450 +23%
CS
403
Capital Square
Tennessee
$802K
MFGM
404
Marshall Financial Group (Maryland)
Maryland
$799K -$10.1K -222 -1%
AA
405
Atmos Advisory
Pennsylvania
$795K +$809K +17,711 New
IF
406
Integrity Financial
Wyoming
$775K +$13.7K +299 +2%
MAM
407
Milestone Asset Management
Pennsylvania
$770K +$149K +3,254 +23%
IA
408
IFG Advisory
Georgia
$738K +$752K +16,447 New
SPIA
409
Steward Partners Investment Advisory
New York
$738K +$591K +12,922 +368%
IWS
410
Insight Wealth Strategies
California
$732K +$80.7K +1,767 +12%
LCM
411
Lazari Capital Management
California
$728K -$271K -5,926 -27%
SA
412
Sanctuary Advisors
Indiana
$718K -$122K -2,669 -14%
BDFN
413
Bond & Devick Financial Network
Minnesota
$707K
IWM
414
IHT Wealth Management
Illinois
$704K +$262K +5,737 +58%
TIA
415
Trust Investment Advisors
Indiana
$700K
Jane Street
416
Jane Street
New York
$695K -$33.7M -737,604 -98%
DFG
417
Dupree Financial Group
Kentucky
$677K +$10.9K +238 +2%
DWM
418
DecisionMap Wealth Management
Virginia
$675K +$688K +15,053 New
KOMWMG
419
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$674K +$267K +5,849 +64%
MCM
420
MidAtlantic Capital Management
Virginia
$672K +$9K +197 +1%
IAA
421
Independent Advisor Alliance
North Carolina
$661K +$674K +14,742 New
SFWC
422
Strategic Family Wealth Counselors
New Jersey
$661K +$673K +14,732 New
GWP
423
Gateway Wealth Partners
Wisconsin
$657K +$96.7K +2,116 +17%
SS
424
Sunbelt Securities
Texas
$648K +$57.4K +1,256 +10%
RA
425
Rise Advisors
New York
$627K +$6.4K +140 +1%

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.