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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
AIP
476
Ameritas Investment Partners
Nebraska
$399K -$5.35K -117 -1%
EWA
477
EverSource Wealth Advisors
Alabama
$395K +$3.75K +82 +0.9%
SWA
478
Strata Wealth Advisors
Texas
$394K +$80.2K +1,754 +25%
National Bank of Canada
479
National Bank of Canada
Quebec, Canada
$394K +$173K +3,776 +76%
SCA
480
Scott Capital Advisors
Oregon
$383K -$4.75K -104 -1%
DCM
481
Dudley Capital Management
Virginia
$382K
KP
482
Keel Point
Alabama
$379K +$107K +2,332 +38%
NCM
483
NCM Capital Management
New Jersey
$377K +$503 +11 +0.1%
CPCM
484
Cardinal Point Capital Management
Ontario, Canada
$375K
AQR Capital Management
485
AQR Capital Management
Connecticut
$369K +$177K +3,882 +90%
SFM
486
Signet Financial Management
New Jersey
$366K +$126K +2,750 +51%
SW
487
SlateStone Wealth
Florida
$363K -$16.8K -368 -4%
SAM
488
Seelaus Asset Management
New Jersey
$362K +$52.6K +1,150 +17%
WCM
489
Wealthcare Capital Management
Virginia
$356K +$10.6K +231 +3%
TNBTD
490
Trustmark National Bank Trust Department
Mississippi
$350K
SWA
491
Stratos Wealth Advisors
Ohio
$346K -$1.73M -37,764 -83%
NFC
492
Northeast Financial Consultants
Connecticut
$338K +$344K +7,538 New
FTUS
493
Flow Traders U.S.
New York
$328K -$185K -4,056 -36%
CCG
494
Capital CS Group
California
$326K +$49.8K +1,090 +18%
TFM
495
Trademark Financial Management
Minnesota
$323K -$30.9K -676 -9%
KA
496
Kovack Advisors
Florida
$317K -$48.6K -1,064 -13%
MSAM
497
Moloney Securities Asset Management
Missouri
$314K +$51.7K +1,132 +19%
TWM
498
TCFG Wealth Management
California
$312K +$118K +2,586 +59%
GVAG
499
Great Valley Advisor Group
Delaware
$310K -$1.06M -23,100 -77%
HR
500
Hardy Reed
Mississippi
$301K

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.