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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
AWS
126
Atria Wealth Solutions
New York
$15.2M +$2.34M +51,269 +18%
KPWG
127
KFA Private Wealth Group
Virginia
$14.4M +$2.23M +48,715 +18%
EH
128
Equitable Holdings
New York
$14.1M +$5.82M +127,436 +69%
DC
129
Destiny Capital
Colorado
$14.1M +$292K +6,382 +2%
MWP
130
Meriwether Wealth & Planning
Louisiana
$14M +$14.3M +312,070 New
SOS
131
Silver Oak Securities
Tennessee
$13.9M +$8.23M +180,077 +139%
CWM
132
Capital Wealth Management
Rhode Island
$13.9M +$216K +4,732 +2%
OFS
133
OneAscent Financial Services
Alabama
$13.7M +$13.8M +302,947 New
UWS
134
Unique Wealth Strategies
Illinois
$13.5M +$511K +11,192 +4%
BEAM
135
Baker Ellis Asset Management
Washington
$13.4M +$226K +4,949 +2%
SPA
136
Sentinel Pension Advisors
Massachusetts
$13.3M +$147K +3,220 +1%
KV
137
Kickstand Ventures
New York
$13.2M -$308K -6,744 -2%
AO
138
Advisor OS
Illinois
$13.1M -$3.5M -76,633 -21%
BIS
139
BG Investment Services
Guam
$12.9M +$13.1M +286,758 New
RFP
140
RCS Financial Planning
Maryland
$12.8M +$13M +284,743 New
PPW
141
Pasadena Private Wealth
California
$12.8M +$640K +14,008 +5%
FTA
142
Financial & Tax Architects
Missouri
$12.8M +$13M +284,242 New
PA
143
PFG Advisors
Arizona
$12.5M +$2.04M +44,593 +19%
FIA
144
Foundations Investment Advisors
Arizona
$12.5M +$2.27M +49,597 +22%
SFA
145
Salus Financial Advisors
Colorado
$12.4M +$12.7M +277,157 New
OC
146
Oppenheimer & Co
New York
$12.4M -$537K -11,755 -4%
GFG
147
Goldstone Financial Group
Illinois
$12.2M +$535K +11,707 +5%
DWM
148
Dogwood Wealth Management
Kansas
$12.1M +$12.3M +268,726 New
DC
149
Dahring Cusmano
Michigan
$12M +$12.3M +268,401 New
TI
150
tru Independence
Oregon
$11.9M +$763K +16,707 +7%

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.