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
RT
501
Rockland Trust
Massachusetts
$295K
TSS
502
Two Sigma Securities
New York
$293K +$298K +6,527 New
SIM
503
Synergy Investment Management
Florida
$292K +$297K +6,500 New
CFS
504
CGC Financial Services
Oregon
$289K -$144K -3,159 -33%
NEPWA
505
New England Private Wealth Advisors
Massachusetts
$287K +$292K +6,389 New
Cerity Partners
506
Cerity Partners
New York
$282K +$287K +6,279 New
WS
507
Wedbush Securities
California
$274K +$72.8K +1,592 +35%
CWM
508
Congress Wealth Management
Massachusetts
$273K -$11.3K -248 -4%
IDA
509
Intelligence Driven Advisers
California
$269K -$87.9K -1,923 -24%
EWA
510
EP Wealth Advisors
California
$267K +$272K +5,948 New
AG
511
Ascent Group
Virginia
$267K +$271K +5,940 New
CFB
512
Cullen/Frost Bankers
Texas
$253K +$90K +1,970 +54%
RFN
513
Redwood Financial Network
Ohio
$247K -$57.7K -1,263 -19%
SI
514
Saxon Interests
Texas
$245K -$117K -2,568 -32%
AWM
515
AE Wealth Management
Kansas
$242K -$191K -4,180 -44%
DWP
516
Daymark Wealth Partners
Ohio
$238K -$18K -394 -7%
AT
517
American Trust
Kentucky
$235K +$239K +5,233 New
Fisher Asset Management
518
Fisher Asset Management
Washington
$231K +$235K +5,145 New
LWM
519
Liberty Wealth Management
California
$228K -$98.3K -2,150 -43%
CIP
520
Capital Insight Partners
Arizona
$227K
MGIA
521
Moneta Group Investment Advisors
Missouri
$224K +$17.2K +377 +8%
WP
522
WealthShield Partners
North Carolina
$217K -$5.25K -115 -2%
PWP
523
Precedent Wealth Partners
Texas
$217K -$20.7K -452 -9%
JSL
524
JT Stratford LLC
Georgia
$217K +$221K +4,827 New
DBRC
525
D.B. Root & Company
Pennsylvania
$216K -$35.6K -779 -14%

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.