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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
CAM
76
CPA Asset Management
Florida
$26.5M +$1.15M +25,081 +4%
EP
77
Essential Planning
New Hampshire
$26M +$25.7M +563,280 +8,064%
AWA
78
Arete Wealth Advisors
Illinois
$26M +$5.94M +130,011 +29%
WAAG
79
Wealth Alliance Advisory Group
Kansas
$25.9M +$222K +4,863 +0.8%
SWM
80
Spire Wealth Management
Virginia
$25.9M -$329K -7,197 -1%
NA
81
NewEdge Advisors
Louisiana
$25.3M +$602K +13,165 +2%
LWA
82
Lineweaver Wealth Advisors
Ohio
$25.3M +$1.58M +34,466 +7%
KWM
83
KFG Wealth Management
Indiana
$25.3M +$12.5M +274,051 +95%
PCM
84
Presidio Capital Management
California
$25M +$3.08M +67,499 +14%
NRI
85
NFP Retirement Inc
California
$24.7M +$5.13M +112,259 +26%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$24.7M +$7.7M +168,435 +44%
NAS
87
Nicolet Advisory Services
Wisconsin
$24.4M +$593K +12,975 +2%
Mariner
88
Mariner
Kansas
$24.2M +$2.62M +57,402 +12%
WA
89
WBH Advisory
Maryland
$24M +$2.21M +48,408 +10%
CFC
90
Coyle Financial Counsel
Illinois
$24M +$2.76M +60,397 +13%
CIA
91
Compass Ion Advisors
Pennsylvania
$23.6M +$2.68M +58,603 +13%
BWG
92
Beta Wealth Group
California
$22.5M +$1.36M +29,814 +6%
SWMG
93
Sard Wealth Management Group
Georgia
$21.9M -$45.1K -988 -0.2%
AFG
94
ABLE Financial Group
Arizona
$21.4M +$12.4M +270,489 +131%
KIM
95
Kestra Investment Management
Texas
$20.9M +$544K +11,913 +3%
CWP
96
Cyndeo Wealth Partners
Florida
$20.8M -$853K -18,669 -4%
RWMH
97
Riverpoint Wealth Management Holdings
Illinois
$20.2M +$4.06M +88,820 +25%
MSFS
98
Main Street Financial Solutions
Pennsylvania
$20.2M -$428K -9,368 -2%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$19.8M -$711K -15,551 -3%
FFS
100
Founders Financial Securities
Maryland
$19.7M -$598K -13,089 -3%

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.