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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
RWM
26
Ritholtz Wealth Management
New York
$83.2M +$4.34M +95,073 +5%
MML Investors Services
27
MML Investors Services
Massachusetts
$80.6M +$2.75M +60,098 +3%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$78.9M +$80.4M +1,758,308 New
TA
29
TruWealth Advisors
Louisiana
$78.1M +$24.5M +536,547 +45%
SFS
30
Summit Financial Strategies
Ohio
$78M +$6.74M +147,437 +9%
HighTower Advisors
31
HighTower Advisors
Illinois
$76.6M +$46.2M +1,011,341 +145%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$72.4M +$41.9M +917,568 +132%
RPGK
33
Retirement Planning Group (Kansas)
Kansas
$71.7M +$30M +656,841 +70%
MCWS
34
McKinley Carter Wealth Services
West Virginia
$69.6M +$8.9M +194,687 +14%
OWA
35
Octavia Wealth Advisors
Ohio
$66M +$3.73M +81,526 +6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$65.6M +$25.7M +561,876 +62%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$63.6M +$6.55M +143,288 +11%
SWA
38
Sax Wealth Advisors
New Jersey
$62.6M +$30.9M +675,795 +94%
FWP
39
Falcon Wealth Planning
California
$49.8M +$1.03M +22,470 +2%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$48.4M +$2.46M +53,921 +5%
QWP
41
Quotient Wealth Partners
Texas
$47.1M +$1.13M +24,811 +2%
CA
42
Crane Advisory
California
$47.1M -$1.83M -40,029 -4%
ACA
43
Aptus Capital Advisors
Alabama
$47M +$7.87M +172,160 +20%
AAS
44
Ameritas Advisory Services
Nebraska
$46.2M +$15.8M +345,964 +51%
HIP
45
HUB Investment Partners
Texas
$45.6M +$4.67M +102,233 +11%
DAS
46
Dynamic Advisor Solutions
Arizona
$44.5M +$1.59M +34,818 +4%
SFG
47
Sunburst Financial Group
Alabama
$44.3M +$5.32M +116,425 +13%
FA
48
Fermata Advisors
California
$43.3M -$3.76M -82,216 -8%
VFA
49
Valeo Financial Advisors
Indiana
$42.3M +$32.9M +719,592 +323%
HG
50
Harbor Group
New Hampshire
$41.2M +$1.59M +34,771 +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.