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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$3.29B +$3.15B +68,916,062 +1,542%
Morgan Stanley
2
Morgan Stanley
New York
$1.58B +$325M +7,119,356 +25%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$850M -$12.3K -270 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$577M +$11.9M +261,006 +2%
Bank of America
5
Bank of America
North Carolina
$507M +$40.2M +879,260 +8%
JP Morgan Chase
6
JP Morgan Chase
New York
$323M +$92.5M +2,024,839 +39%
CTB
7
Country Trust Bank
Illinois
$269M +$1.42M +31,173 +0.5%
UBS Group
8
UBS Group
Switzerland
$227M +$12.3M +269,476 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$207M +$5.65M +123,625 +3%
Raymond James Financial
10
Raymond James Financial
Florida
$196M +$200M +4,378,020 New
RA
11
RFG Advisory
Alabama
$193M +$11.5M +250,764 +6%
MG
12
Mather Group
Illinois
$164M +$4.89M +106,953 +3%
LPL Financial
13
LPL Financial
California
$152M +$27.2M +594,986 +21%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$151M +$58.4M +1,277,575 +61%
Osaic Holdings
15
Osaic Holdings
Arizona
$140M +$5.62M +123,087 +4%
KAS
16
Kestra Advisory Services
Texas
$139M +$9.29M +203,399 +7%
LWMT
17
Legacy Wealth Management (Tennessee)
Tennessee
$138M +$6.56M +143,631 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$137M +$30.6M +670,465 +28%
DWM
19
Dynasty Wealth Management
Florida
$132M +$78.9M +1,725,938 +142%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$126M +$45.5M +996,035 +55%
FMWA
21
Forvis Mazars Wealth Advisors
Missouri
$117M +$4.16M +91,090 +4%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$112M +$15.3M +334,597 +15%
BCP
23
Blue Chip Partners
Michigan
$110M -$1.85M -40,440 -2%
CAL
24
Capital Analysts LLC
Pennsylvania
$88.4M +$3.11M +68,059 +4%
SWP
25
Sagespring Wealth Partners
Tennessee
$86M +$403M +8,809,902 New

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.