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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
GRP
101
Global Retirement Partners
California
$19.7M -$340K -7,445 -2%
HI
102
Harbour Investments
Wisconsin
$18.9M +$1.75M +38,373 +10%
AL
103
Aspiriant LLC
California
$18.7M +$1.17M +25,513 +7%
WAM
104
WNY Asset Management
New York
$18.6M +$2.29M +50,044 +14%
AF
105
Allworth Financial
California
$18.6M +$8.61M +188,501 +84%
BAG
106
Bridgewealth Advisory Group
California
$18.3M +$3.78M +82,660 +26%
DC
107
DeDora Capital
California
$18.2M +$103K +2,243 +0.6%
HI
108
Horizon Investments
North Carolina
$17.9M -$835K -18,269 -4%
CAC
109
Certified Advisory Corp
Florida
$17.8M +$360K +7,887 +2%
GAM
110
Gotham Asset Management
New York
$17.7M +$1.23M +26,854 +7%
EFP
111
EnRich Financial Partners
Wisconsin
$17.5M +$482K +10,543 +3%
BBNB
112
Baker Boyer National Bank
Washington
$17.5M -$122K -2,674 -0.7%
VNA
113
Valley National Advisers
Pennsylvania
$17.2M +$2.43M +53,135 +16%
KPWS
114
Kestra Private Wealth Services
Texas
$17.2M +$1.49M +32,664 +9%
CGH
115
CMG Global Holdings
Texas
$16.9M -$436K -9,532 -2%
Citadel Advisors
116
Citadel Advisors
Florida
$16.6M -$6.59M -144,169 -28%
HAIM
117
Hunter Associates Investment Management
Pennsylvania
$16.3M +$2.89M +63,332 +21%
JWBC
118
John W. Brooker & Co
California
$16.2M +$668K +14,624 +4%
WFS
119
Walker Financial Services
Kentucky
$16.2M +$2.97M +65,039 +22%
IWC
120
Integrated Wealth Concepts
Massachusetts
$16.1M +$3.29M +71,922 +25%
OAM
121
Occidental Asset Management
California
$16M +$605K +13,239 +4%
SFA
122
Souders Financial Advisors
Ohio
$15.9M +$1.59M +34,783 +11%
SSF
123
Southern Style Financial
California
$15.8M +$16.1M +352,577 New
TWP
124
Triad Wealth Partners
Kansas
$15.7M -$1.98M -43,238 -11%
CWA
125
Centerline Wealth Advisors
Kentucky
$15.5M +$15.8M +345,161 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.