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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
TRCT
601
Tower Research Capital (TRC)
New York
$269 +$274 +6 New
VHAM
602
Van Hulzen Asset Management
California
$21
IAIM
603
International Assets Investment Management
Florida
-$5.15K -231,770 Closed
PIA
604
Powell Investment Advisors
Florida
-$3.28M -69,961 Closed
Renaissance Technologies
605
Renaissance Technologies
New York
-$2.24M -47,832 Closed
FAIM
606
Financial Advocates Investment Management
Washington
-$768K -16,421 Closed
Qube Research & Technologies (QRT)
607
Qube Research & Technologies (QRT)
United Kingdom
-$685K -14,650 Closed
SAM
608
Strategy Asset Managers
California
-$615K -13,153 Closed
MOS
609
MGO One Seven
Ohio
-$589K -12,608 Closed
YWS
610
Yarger Wealth Strategies
Ohio
-$539K -11,522 Closed
FWP
611
FAS Wealth Partners
Kansas
-$509K -10,895 Closed
CSPIA
612
Cary Street Partners Investment Advisory
Virginia
-$503K -10,772 Closed
NB
613
NBT Bank
New York
-$496K -10,612 Closed
HWMT
614
Heritage Wealth Management (Texas)
Texas
-$358K -7,653 Closed
Ameriprise
615
Ameriprise
Minnesota
-$257K -5,490 Closed
GPWA
616
Great Point Wealth Advisors
Massachusetts
-$233K -4,993 Closed
PMG
617
Private Management Group
California
-$223K -4,773 Closed
NAS
618
NWF Advisory Services
California
-$223K -4,772 Closed
RRA
619
Round Rock Advisors
Connecticut
-$216K -4,627 Closed
BWM
620
BKM Wealth Management
Wisconsin
-$216K -4,621 Closed
AAG
621
Armstrong Advisory Group
Massachusetts
-$129K -2,760 Closed
HWP
622
Highline Wealth Partners
California
-$46.6K -998 Closed
RCM
623
Richardson Capital Management
Wisconsin
-$45.6K -977 Closed
NS
624
NBC Securities
Alabama
-$29K -628 Closed
US Bancorp
625
US Bancorp
Minnesota
-$25K -535 Closed

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.