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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
MA
151
MJP Associates
Connecticut
$11.8M +$580K +12,688 +5%
GPW
152
Genesis Private Wealth
Virginia
$11.8M +$12.1M +263,732 New
CC
153
Courier Capital
New York
$11.6M +$5M +109,413 +73%
BFA
154
Buttonwood Financial Advisors
Maryland
$11.5M +$1.15M +25,113 +11%
LA
155
LPF Advisors
Florida
$11.3M +$620K +13,570 +6%
SXL
156
Summit X LLC
Missouri
$11.2M +$1M +21,897 +10%
NIWA
157
New Insight Wealth Advisors
California
$11.1M +$2.64M +57,827 +30%
WN
158
Williams & Novak
California
$11.1M +$2.44M +53,375 +27%
VAS
159
Vestmark Advisory Solutions
Massachusetts
$11M -$1.41M -30,783 -11%
Corient Private Wealth
160
Corient Private Wealth
Florida
$10.8M -$9.64M -211,041 -47%
PWA
161
Physician Wealth Advisors
Utah
$10.5M -$973K -21,299 -8%
RWS
162
Resolute Wealth Strategies
Mississippi
$10.5M -$9.02M -197,474 -46%
WIA
163
World Investment Advisors
California
$10.2M +$1.95M +42,583 +23%
MIA
164
Milestone Investment Advisors
Wisconsin
$10.1M +$9.87M +216,085 +2,193%
IPA
165
Investment Planning Advisors
Georgia
$10.1M +$617K +13,498 +6%
UWM
166
USAdvisors Wealth Management
Minnesota
$9.96M +$1.74M +38,054 +21%
CWM
167
Cornerstone Wealth Management
Missouri
$9.89M +$2.94M +64,388 +41%
LFG
168
Larson Financial Group
Missouri
$9.7M +$4.15M +90,736 +72%
SC
169
Steph & Co
Wisconsin
$9.51M -$1.45M -31,710 -13%
VA
170
Valmark Advisers
Ohio
$9.47M +$2.06M +45,167 +27%
AFG
171
Allegheny Financial Group
Pennsylvania
$9.44M +$18.5K +404 +0.2%
AI
172
Atria Investments
North Carolina
$9.3M +$1.5M +32,926 +19%
SFA
173
Sequoia Financial Advisors
Ohio
$9.27M -$2.04M -44,623 -18%
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$9.25M +$1.24M +27,243 +15%
LW
175
Linscomb Wealth
Texas
$9.18M +$957K +20,936 +11%

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.