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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
DWM
551
Darwin Wealth Management
Florida
$52.4K +$457 +10 +0.9%
BCMLT
552
Beacon Capital Management LLC (Tennessee)
Tennessee
$48.3K +$503 +11 +1%
FDCDDQ
553
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.3K
IRC
554
Investors Research Corp
Georgia
$44.9K -$10.1K -222 -18%
TAM
555
Tucker Asset Management
Colorado
$35.6K +$36.2K +793 New
LC
556
Lindbrook Capital
California
$31.6K +$32.2K +704 New
HGERS
557
Householder Group Estate & Retirement Specialist
Arizona
$29K -$35.2K -770 -54%
MCM
558
MAI Capital Management
Ohio
$27.1K +$27.6K +603 New
PNC Financial Services Group
559
PNC Financial Services Group
Pennsylvania
$24.6K +$25.1K +549 New
GWSG
560
GPS Wealth Strategies Group
Colorado
$24.5K -$82.9K -1,815 -77%
MSFP
561
Mark Sheptoff Financial Planning
Connecticut
$24.1K +$183 +4 +0.7%
TCOV
562
Trust Company of Vermont
Vermont
$22.7K -$16.9K -369 -42%
S
563
SignatureFD
Georgia
$22.5K +$22.9K +502 New
SIS
564
Sound Income Strategies
Florida
$21.7K +$22.2K +485 New
PA
565
Pineridge Advisors
Missouri
$21.6K -$11.1K -242 -33%
CIBC Private Wealth Group
566
CIBC Private Wealth Group
Georgia
$21.5K +$366 +8 +2%
GSWM
567
Golden State Wealth Management
California
$20.5K +$20.9K +457 New
SAM
568
Smartleaf Asset Management
Massachusetts
$20K
FFA
569
Frazier Financial Advisors
Ohio
$19.4K +$19.7K +431 New
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$17.9K -$25.3K -553 -58%
CA
571
CoreCap Advisors
Michigan
$16.9K +$17.2K +377 New
VWM
572
Venturi Wealth Management
Texas
$16K +$16.3K +356 New
CAM
573
Clarity Asset Management
Iowa
$15.9K +$5.3K +116 +49%
MA
574
MCF Advisors
Kentucky
$14.8K
CBT
575
Crews Bank & Trust
Florida
$14.6K +$14.9K +325 New

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.