We are live on ! Find out more
FBND icon

Fidelity Total Bond ETF
FBND

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: 112 → 129 (+17)

14% more funds holding

Funds holding: 525 → 601 (+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

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.15B
2
Morgan Stanley
Morgan Stanley
New York
+$325M
3
JP Morgan Chase
JP Morgan Chase
New York
+$92.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$80.4M
5
DWM
Dynasty Wealth Management
Florida
+$78.9M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$33.7M
2
PCA
Pallas Capital Advisors
Massachusetts
-$26.2M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$9.64M
4
RWS
Resolute Wealth Strategies
Mississippi
-$9.02M
5
Stifel Financial
Stifel Financial
Missouri
-$6.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
626
Plante Moran Financial Advisors
Michigan
– -$24.2K -517 Closed
FP
627
Financial Perspectives
Minnesota
– -$20.5K -438 Closed
MHR
628
Matthew Hamilton Rosenberg
– -$18.5K -395 Closed
HT
629
Headlands Technologies
Illinois
– -$13.9K -298 Closed
OC
630
Oakworth Capital
Alabama
– -$8.51K -182 Closed
JFGIW
631
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$7.55K -161 Closed
AWM
632
Activest Wealth Management
Florida
– -$4.89K -107 Closed
22 23 24 25
26

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.