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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
EFP
276
Envision Financial Planning
Tennessee
$4.21M +$279K +6,162 +7%
DADC
277
D.A. Davidson & Co
Montana
$4.2M +$3.39M +74,877 +443%
OWA
278
Opal Wealth Advisors
New York
$4.18M +$146K +3,216 +4%
RFN
279
RDA Financial Network
Iowa
$4.18M +$124K +2,730 +3%
TSWM
280
Triangle Securities Wealth Management
North Carolina
$4.12M +$1.29M +28,574 +46%
IAG
281
Ipsen Advisor Group
Arkansas
$4.11M +$211K +4,660 +5%
CTA
282
Chesley Taft & Associates
Illinois
$4.09M +$231K +5,100 +6%
ATPW
283
Ashton Thomas Private Wealth
Arizona
$4.02M -$14.8K -326 -0.4%
RMF
284
Red Mountain Financial
Colorado
$3.99M -$113K -2,507 -3%
GSEP
285
Golden State Equity Partners
California
$3.9M -$337K -7,444 -8%
RPGNY
286
Retirement Planning Group (New York)
New York
$3.79M +$5.12K +113 +0.1%
ALC
287
Alexander Labrunerie & Co
Missouri
$3.79M -$64.3K -1,420 -2%
LCC
288
Lincoln Capital Corp
Rhode Island
$3.75M +$94.2K +2,082 +3%
CIR
289
Clear Investment Research
Georgia
$3.71M -$78.3K -1,730 -2%
TA
290
TFB Advisors
Kansas
$3.63M +$588K +12,999 +20%
SAI
291
Savvy Advisors Inc
New York
$3.56M -$69.3K -1,531 -2%
SWP
292
Stratos Wealth Partners
Ohio
$3.53M +$318K +7,035 +10%
VA
293
VestGen Advisors
Illinois
$3.51M +$3.46M +76,377 New
BIA
294
Barry Investment Advisors
Massachusetts
$3.5M +$673K +14,877 +24%
IIM
295
InTrack Investment Management
Vermont
$3.45M +$1.78M +39,358 +109%
HIS
296
Horizon Investment Services
Indiana
$3.4M -$187K -4,137 -5%
AFP
297
Ausdal Financial Partners
Iowa
$3.36M -$284K -6,273 -8%
FCM
298
Family Capital Management
Michigan
$3.34M +$97.9K +2,163 +3%
TAM
299
Titleist Asset Management
Texas
$3.34M -$46K -1,017 -1%
FA
300
Fiduciary Alliance
South Carolina
$3.31M +$3.28M +72,454 New

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.