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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
BMCM
426
Burns Matteson Capital Management
New York
$625K -$65K -1,423 -9%
FTS
427
Fifth Third Securities
Ohio
$622K +$633K +13,858 New
ACMA
428
Arbor Capital Management (Alaska)
Alaska
$613K +$165K +3,614 +36%
ANTB
429
AMG National Trust Bank
Colorado
$609K +$19.4K +425 +3%
AssetMark Inc
430
AssetMark Inc
California
$608K -$75.3K -1,648 -11%
MCM
431
MontVue Capital Management
Virginia
$606K -$78.4K -1,716 -11%
VFPW
432
Vantage Financial Partners (Wisconsin)
Wisconsin
$600K +$6.21K +136 +1%
PAS
433
Park Avenue Securities
New York
$598K -$161K -3,518 -21%
MFS
434
Miller Financial Services
Michigan
$595K +$606K +13,251 New
RCG
435
Regatta Capital Group
California
$594K -$21.5K -471 -3%
PS
436
Principal Securities
Iowa
$590K -$76.4K -1,672 -11%
WHCFA
437
William Howard & Co Financial Advisors
Tennessee
$582K +$276K +6,029 +87%
FFN
438
Focus Financial Network
Minnesota
$565K -$37.1K -811 -6%
OC
439
Optima Capital
Oregon
$563K +$572K +12,520 New
CAG
440
Compass Advisory Group
New York
$561K -$19.7K -431 -3%
MAM
441
MMA Asset Management
Pennsylvania
$560K -$115K -2,516 -17%
KDA
442
Kraft Davis & Associates
Missouri
$546K +$556K +12,171 New
CCA
443
Cadent Capital Advisors
Oklahoma
$534K +$64.5K +1,411 +13%
BFO
444
Boston Family Office
Massachusetts
$529K
MCA
445
Maryland Capital Advisors
Maryland
$528K +$538K +11,776 New
ML
446
McAdam LLC
Pennsylvania
$525K +$535K +11,699 New
AIA
447
AssuredPartners Investment Advisors
Florida
$504K +$513K +11,225 New
GAM
448
Gould Asset Management
California
$501K +$510K +11,160 New
RI
449
Rinkey Investments
California
$497K +$507K +11,087 New
SFG
450
Sage Financial Group
Pennsylvania
$481K +$823 +18 +0.2%

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.