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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
HR
451
Howe & Rusling
New York
$481K +$489K +10,709 New
FWA
452
FSM Wealth Advisors
Ohio
$479K +$30.9K +676 +7%
SWP
453
Stratos Wealth Partners
Ohio
$478K -$653K -14,279 -57%
TCM
454
Towercrest Capital Management
Pennsylvania
$476K
TCM
455
Traynor Capital Management
Pennsylvania
$476K -$83.8K -1,834 -15%
LFAS
456
Level Four Advisory Services
Texas
$470K -$9.46K -207 -2%
WAG
457
Wheelhouse Advisory Group
Missouri
$461K -$15.5K -340 -3%
XT
458
XTX Topco
Cayman Islands
$458K +$466K +10,208 New
Bank of Montreal
459
Bank of Montreal
Ontario, Canada
$448K -$115K -2,526 -20%
MSCM
460
McElhenny Sheffield Capital Management
Texas
$443K +$320 +7 +0.1%
BCG
461
Breakwater Capital Group
New Jersey
$443K -$46.5K -1,018 -9%
FAG
462
Fortitude Advisory Group
Washington
$437K +$18.7K +409 +4%
AF
463
Aviso Financial
Ontario, Canada
$436K
PIAS
464
PCA Investment Advisory Services
Ohio
$435K -$27.1K -593 -6%
RIA
465
Regal Investment Advisors
Michigan
$434K +$43.8K +958 +11%
CPRC
466
Consolidated Portfolio Review Corp
New York
$430K +$39.8K +872 +10%
NG
467
Novem Group
New York
$429K +$437K +9,554 New
GIP
468
Greatmark Investment Partners
Georgia
$429K
AWM
469
Aprio Wealth Management
Georgia
$422K +$2.79K +61 +0.7%
WWA
470
Wingate Wealth Advisors
Massachusetts
$421K +$429K +9,391 New
KFGK
471
Keystone Financial Group (Kentucky)
Kentucky
$419K +$45.6K +998 +12%
FT
472
Fiduciary Trust
Massachusetts
$419K
BWMG
473
Barnes Wealth Management Group
California
$400K +$408K +8,919 New
CCM
474
Canal Capital Management
Virginia
$400K +$55.6K +1,217 +16%
PI
475
PFG Investments
New York
$399K +$228 +5 +0.1%

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.