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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
LWM
201
LongView Wealth Management
Georgia
$7.02M +$547K +11,971 +8%
VWA
202
Visionary Wealth Advisors
Illinois
$6.75M +$2.52M +55,198 +58%
MAG
203
Mayfair Advisory Group
Alabama
$6.69M -$1.49M -32,597 -18%
BAAM
204
Baker Avenue Asset Management
California
$6.69M +$94.2K +2,061 +1%
PJSIMP
205
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.59M +$326K +7,140 +5%
LIG
206
Lokken Investment Group
Delaware
$6.48M +$857K +18,754 +15%
HA
207
Hofer & Associates
California
$6.41M +$928K +20,307 +17%
PWA
208
Primoris Wealth Advisors
Florida
$6.39M +$37.2K +815 +0.6%
ASN
209
Advisory Services Network
Georgia
$6.34M +$1.1M +24,090 +21%
CWM
210
CMH Wealth Management
New Hampshire
$6.26M +$461K +10,097 +8%
KW
211
Keyvantage Wealth
Pennsylvania
$6.18M +$6.3M +137,793 New
SB
212
Strategic Blueprint
Georgia
$6.16M +$1.19M +26,121 +23%
CWA
213
Clarity Wealth Advisors
California
$6.13M +$1.09M +23,906 +21%
PPW
214
Parcion Private Wealth
Washington
$6.11M +$233K +5,098 +4%
MWP
215
Madison Wealth Partners
Wisconsin
$6.05M +$1.45M +31,777 +31%
AWM
216
Axxcess Wealth Management
California
$5.91M +$3.85M +84,229 +178%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$5.86M +$805K +17,609 +16%
CFG
218
Cooper Financial Group
California
$5.82M +$308K +6,742 +5%
AIA
219
Accelerate Investment Advisors
California
$5.81M +$399K +8,738 +7%
OFG
220
OmniStar Financial Group
North Carolina
$5.77M +$252K +5,509 +4%
SIM
221
Stratos Investment Management
Ohio
$5.75M +$4.16M +90,949 +244%
ACG
222
Allen Capital Group
Nebraska
$5.66M +$44.2K +967 +0.8%
MCA
223
Magnolia Capital Advisors
Mississippi
$5.54M +$2.34M +51,191 +71%
LWMNY
224
Landmark Wealth Management (New York)
New York
$5.53M +$232K +5,084 +4%
MTWM
225
Masso Torrence Wealth Management
New Jersey
$5.5M +$194K +4,250 +4%

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.