Fidelity Total Bond ETF
FBND
525 hedge funds and large institutions have $9.47B invested in Fidelity Total Bond ETF in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 312 increasing their positions, 100 reducing their positions, and 20 closing their positions.
295% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 20
212% more repeat investments, than reductions
Existing positions increased: 312 | Existing positions reduced: 100
194% more call options, than puts
Call options by funds: $206K | Put options by funds: $70K
23% more capital invested
Capital invested by funds: $7.7B → $9.47B (+$1.77B)
17% more funds holding in top 10
Funds holding in top 10: 96 → 112 (+16)
10% more funds holding
Funds holding: 476 → 525 (+49)
1.42% less ownership
Funds ownership: 78.2% → 76.78% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$212M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
+$160M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$137M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$53.7M |
| 5 |
CA
Crane Advisory
Fullerton,
California
|
+$50.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$63.4M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$27.3M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$14.7M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$12.5M |
| 5 |
RWA
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
-$10.6M |
FBND Hedge Fund Activity: Q3 2024 in Review
525 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q3 2024, worth a combined $9.47B — up 23% from $7.7B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new FBND positions and 20 closed out — a net gain of 59 holders — while 312 added to existing stakes and 100 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $212M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $63.4M sold.
- 525 institutional investors held Fidelity Total Bond ETF (FBND) as of Q3 2024, up from 476 in Q2 2024.
- Funds reported $9.47B of Fidelity Total Bond ETF stock for Q3 2024, up 23% quarter-over-quarter.
- 79 funds opened new Fidelity Total Bond ETF positions in Q3 2024 and 20 closed out, a net change of +59 holders.
- The largest Fidelity Total Bond ETF buyer in Q3 2024 was Morgan Stanley, an estimated $212M added.
- The largest Fidelity Total Bond ETF seller in Q3 2024 was Bank of New York Mellon, an estimated $63.4M sold.
Based on aggregated 13F filings for Q3 2024.