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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
EP
376
Essential Planning
New Hampshire
$1.56M +$444K +9,807 +40%
P
377
&Partners
Tennessee
$1.55M -$285K -6,303 -16%
JWA
378
JFS Wealth Advisors
Pennsylvania
$1.55M +$2.9K +64 +0.2%
LFA
379
Legacy Financial Advisors
Kentucky
$1.55M -$163K -3,596 -10%
NCM
380
Northwest Capital Management
Oregon
$1.53M -$32.3K -714 -2%
RSWM
381
Robertson Stephens Wealth Management
California
$1.51M -$1.09M -24,016 -42%
OP
382
ORG Partners
Indiana
$1.44M +$684K +15,106 +93%
CSP
383
Cary Street Partners
Virginia
$1.44M +$254K +5,612 +22%
RA
384
Rise Advisors
New York
$1.4M +$757K +16,729 +121%
BFA
385
Bright Financial Advisors
Michigan
$1.39M +$182K +4,015 +15%
KWA
386
Kingswood Wealth Advisors
California
$1.38M +$850K +18,785 +164%
ACA
387
Anchor Capital Advisors
Massachusetts
$1.37M -$862K -19,049 -39%
BDFN
388
Bond & Devick Financial Network
Minnesota
$1.37M +$112K +2,483 +9%
IFG
389
Independent Financial Group
California
$1.36M +$131K +2,900 +11%
VFG
390
Valley Financial Group
Pennsylvania
$1.35M +$150K +3,321 +13%
MFG
391
Mosaic Financial Group
Illinois
$1.35M +$5.61K +124 +0.4%
EE
392
EWG Elevate
California
$1.31M -$1.05M -23,281 -45%
TPWA
393
Twin Peaks Wealth Advisors
California
$1.24M -$8.83K -195 -0.7%
SWA
394
Strata Wealth Advisors
Texas
$1.21M +$720K +15,902 +152%
BPFA
395
Barnes Pettey Financial Advisors
Mississippi
$1.19M -$41.3K -912 -3%
NFG
396
Nations Financial Group
Iowa
$1.16M +$48.6K +1,074 +4%
AFG
397
Atomi Financial Group
New York
$1.16M +$305K +6,745 +36%
IWA
398
IBEX Wealth Advisors
New Jersey
$1.15M -$32.4K -716 -3%
NLWP
399
Next Level Wealth Planning
Idaho
$1.14M +$228K +5,029 +25%
CFB
400
Cullen/Frost Bankers
Texas
$1.14M +$585K +12,930 +108%

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.