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Fidelity Total Bond ETF

623 hedge funds and large institutions have $16B invested in Fidelity Total Bond ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 323 increasing their positions, 199 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 199

33% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 48

1% more capital invested

Capital invested by funds: $15.7B → $16B (+$220M)

1% more funds holding

Funds holding: 618623 (+5)

1% less ownership

Funds ownership: 86.46%85.46% (-1%)

8% less funds holding in top 10

Funds holding in top 10: 146135 (-11)

Holders
623
Holders Change
+5
Holders Change %
+0.81%
% of All Funds
8.2%
Holding in Top 10
135
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-7.53%
% of All Funds
1.78%
New
64
Increased
323
Reduced
199
Closed
48
Calls
$946K
Puts
Net Calls
+$946K
Net Calls Change
-$587K
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
226
Accelerate Investment Advisors
California
$6.48M +$369K +8,148 +6%
HIW
227
Holos Integrated Wealth
Pennsylvania
$6.47M +$776K +17,148 +14%
MCA
228
Magnolia Capital Advisors
Mississippi
$6.42M +$96.9K +2,140 +2%
SWM
229
SilverOak Wealth Management
Minnesota
$6.41M +$372K +8,215 +6%
VWA
230
Visionary Wealth Advisors
Illinois
$6.33M -$819K -18,084 -12%
MTWM
231
Masso Torrence Wealth Management
New Jersey
$6.28M +$416K +9,199 +7%
SFA
232
Sequoia Financial Advisors
Ohio
$6.15M -$1.71M -37,865 -22%
MWP
233
Madison Wealth Partners
Wisconsin
$6.12M +$495K +10,945 +9%
BAM
234
BOS Asset Management
Illinois
$5.97M +$25.6K +566 +0.4%
Comerica Bank
235
Comerica Bank
Texas
$5.95M -$1.12M -24,747 -16%
AWM
236
Accredited Wealth Management
Kentucky
$5.94M +$378K +8,345 +7%
MFG
237
Mustico Financial Group
New York
$5.94M +$5.86M +129,430 New
PWA
238
Primoris Wealth Advisors
Florida
$5.82M -$624K -13,784 -10%
CA
239
Crumly & Associates
Illinois
$5.8M +$699K +15,448 +14%
ST
240
Spinnaker Trust
Maine
$5.67M -$226K -4,999 -4%
OBWG
241
Onyx Bridge Wealth Group
New York
$5.61M +$246K +5,445 +5%
SIM
242
Stratos Investment Management
Ohio
$5.58M -$330K -7,290 -6%
AWP
243
Axis Wealth Partners
Rhode Island
$5.57M +$316K +6,974 +6%
LFAS
244
Level Four Advisory Services
Texas
$5.53M +$5.06M +111,846 +1,235%
ACG
245
Allen Capital Group
Nebraska
$5.45M -$383K -8,453 -7%
LWMNY
246
Landmark Wealth Management (New York)
New York
$5.42M -$114K -2,524 -2%
SWM
247
Silverlake Wealth Management
Vermont
$5.36M +$5.31M +117,244 New
TFGT
248
TS Financial Group (TSFG)
Illinois
$5.33M +$5.25M +115,921 +18,518%
BCI
249
Brinker Capital Investments
Pennsylvania
$5.33M -$211K -4,657 -4%
PAS
250
PKS Advisory Services
New York
$5.21M +$251K +5,555 +5%

FBND Hedge Fund Activity: Q2 2025 in Review

623 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q2 2025, worth a combined $16B — up 1.4% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FBND positions and 48 closed out — a net gain of 16 holders — while 323 added to existing stakes and 199 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $225M. The largest seller was Morgan Stanley, cutting an estimated $263M.

  • 623 institutional investors held Fidelity Total Bond ETF (FBND) as of Q2 2025, up from 618 in Q1 2025.
  • Funds reported $16B of Fidelity Total Bond ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 64 funds opened new Fidelity Total Bond ETF positions in Q2 2025 and 48 closed out, a net change of +16 holders.
  • The largest Fidelity Total Bond ETF buyer in Q2 2025 was Northwestern Mutual Wealth Management, an estimated $225M added.
  • The largest Fidelity Total Bond ETF seller in Q2 2025 was Morgan Stanley, an estimated $263M sold.

Based on aggregated 13F filings for Q2 2025.