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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
AWM
176
Apex Wealth Management
New Hampshire
$9.08M +$9.25M +202,327 New
Truist Financial
177
Truist Financial
North Carolina
$8.88M +$147K +3,213 +2%
WIP
178
WealthCare Investment Partners
Rhode Island
$8.81M -$1.2M -26,190 -12%
OWM
179
Opes Wealth Management
California
$8.77M +$488K +10,670 +6%
CF
180
Centaurus Financial
California
$8.74M +$418K +9,146 +5%
FFA
181
Farther Finance Advisors
California
$8.71M +$8.65M +189,226 +3,817%
MW
182
Members Wealth
Pennsylvania
$8.59M +$8.75M +191,377 New
D
183
Dentgroup
Louisiana
$8.38M -$2.03M -44,466 -19%
GIA
184
Gladstone Institutional Advisory
Florida
$8.3M +$5.64M +123,333 +200%
IWP
185
Insight Wealth Partners
Texas
$8.27M +$862K +18,853 +11%
WG
186
Watchman Group
Texas
$8.23M +$432K +9,455 +5%
S
187
Sachetta
Massachusetts
$7.97M +$881K +19,275 +12%
RWA
188
Rooted Wealth Advisors
Illinois
$7.87M +$829K +18,137 +11%
KWS
189
Keystone Wealth Services
California
$7.85M -$666K -14,570 -8%
SDWMA
190
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.71M +$1.18M +25,803 +18%
DWM
191
Diversify Wealth Management
Utah
$7.67M +$81.1K +1,775 +1%
SPC
192
Sigma Planning Corp
Michigan
$7.6M +$296K +6,481 +4%
OBWG
193
Onyx Bridge Wealth Group
New York
$7.59M +$565K +12,365 +8%
CF
194
Cyr Financial
Illinois
$7.42M +$721K +15,770 +11%
PAG
195
Private Advisor Group
New Jersey
$7.33M -$354K -7,752 -5%
PA
196
Parallel Advisors
California
$7.27M +$560K +12,255 +8%
FH
197
FWG Holdings
Florida
$7.25M +$290K +6,352 +4%
Comerica Bank
198
Comerica Bank
Texas
$7.06M +$1.79M +39,067 +33%
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$7.05M +$686K +15,004 +11%
PWM
200
Perigon Wealth Management
California
$7.02M +$4.13M +90,470 +137%

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.