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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
MWM
51
Modern Wealth Management
Kansas
$41.1M +$41.9M +916,117 New
MSWM
52
McGlone Suttner Wealth Management
Wisconsin
$40.2M +$11.3M +247,922 +38%
SHFA
53
Sherrill & Hutchins Financial Advisory
Georgia
$37M +$1.43M +31,301 +4%
Creative Planning
54
Creative Planning
Kansas
$36.9M +$34.5M +754,299 +1,114%
CFD
55
Creative Financial Designs
Indiana
$34.8M +$851K +18,622 +2%
OFP
56
OLIO Financial Planning
Virginia
$34.4M +$29.9M +653,991 +584%
PWM
57
Power Wealth Management
Georgia
$33.4M +$5.01M +109,722 +17%
CCWM
58
Correct Capital Wealth Management
Missouri
$32.8M +$1.69M +36,894 +5%
DA
59
Drake & Associates
Wisconsin
$32.4M +$7.52M +164,569 +30%
GIA
60
Goodwin Investment Advisory
Georgia
$31.9M +$3.24M +70,980 +11%
WAM
61
Weatherly Asset Management
California
$31.6M +$3.45M +75,572 +12%
VC
62
Vicus Capital
Pennsylvania
$31.6M -$390K -8,540 -1%
BCM
63
Brookstone Capital Management
Illinois
$31.2M +$2.82M +61,756 +10%
WFA
64
WestHill Financial Advisors
California
$30.6M +$932K +20,403 +3%
SCP
65
Shorepoint Capital Partners
Massachusetts
$30.5M +$1.53M +33,497 +5%
HNB
66
Huntington National Bank
Ohio
$30.2M
NL
67
Navalign LLC
California
$29.9M +$1.55M +33,936 +5%
MWM
68
Mascoma Wealth Management
New Hampshire
$29.3M +$1.21M +26,557 +4%
AAS
69
Avantax Advisory Services
Texas
$29M +$5.74M +125,613 +24%
WC
70
Whitney & Co
New York
$28.5M +$1.18M +25,835 +4%
SWM
71
Shakespeare Wealth Management
Wisconsin
$28.2M +$736K +16,101 +3%
PCA
72
Pallas Capital Advisors
Massachusetts
$27.4M -$26.2M -574,098 -48%
WMR
73
Wealth Management Resources
Rhode Island
$27.3M +$7.35M +160,861 +36%
RCAG
74
Rehmann Capital Advisory Group
Michigan
$26.6M -$731K -15,993 -3%
RW
75
Regimen Wealth
Georgia
$26.5M +$2.1M +46,048 +8%

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.