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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
CIA
526
Capital Investment Advisors
Georgia
$214K +$218K +4,775 New
GC
527
Grimes & Company
Massachusetts
$213K +$2.1K +46 +1%
PWP
528
Perfromance Wealth Partners
Illinois
$204K
GM
529
GeoWealth Management
Illinois
$199K -$1.37M -29,988 -87%
AAM
530
Advisors Asset Management
Colorado
$194K -$112K -2,444 -36%
GJIA
531
Glass Jacobson Investment Advisors
Maryland
$177K +$3.43K +75 +2%
AG
532
AmeriFlex Group
Nevada
$141K +$143K +3,132 New
AP
533
Aspect Partners
Virginia
$139K +$141K +3,096 New
PWMG
534
Private Wealth Management Group
New Jersey
$127K +$129K +2,823 New
FFL
535
Financial Freedom LLC
Ohio
$110K -$19.5K -427 -15%
IWP
536
IAG Wealth Partners
Wisconsin
$109K
FMP
537
Financial Management Professionals
Texas
$105K
GWM
538
Geneos Wealth Management
Colorado
$99.3K +$594 +13 +0.6%
WSFS
539
Wilmington Savings Fund Society
Delaware
$83.3K
BlackRock
540
BlackRock
New York
$82.4K +$83.9K +1,837 New
PTC
541
Private Trust Company
Ohio
$82.3K +$5.85K +128 +7%
GWS
542
Glassman Wealth Services
Virginia
$70.3K +$71.6K +1,567 New
GWA
543
GGM Wealth Advisors
Maryland
$67.9K -$4.57K -100 -0.4%
PB
544
Pinnacle Bancorp
Nebraska
$66.4K
RIL
545
Rothschild Investment LLC
Illinois
$62.5K +$63.7K +1,393 New
MWA
546
Medallion Wealth Advisors
Connecticut
$60.7K +$61.8K +1,352 New
BBHC
547
Brown Brothers Harriman & Co
New York
$59.1K +$60.2K +1,318 New
BWL
548
Bogart Wealth LLC
Virginia
$57.3K
CCMI
549
Creative Capital Management Investments
California
$55.7K
BIA
550
Bell Investment Advisors
California
$55.3K

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.