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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
DWM
401
Defined Wealth Management
Oregon
$1.13M -$146K -3,223 -12%
CAG
402
Curtis Advisory Group
California
$1.1M -$109K -2,403 -9%
Pathstone Holdings
403
Pathstone Holdings
New Jersey
$1.1M +$45 +1 +0%
FPW
404
Fairvoy Private Wealth
Alabama
$1.1M -$14.6K -322 -1%
VWM
405
Valley Wealth Managers
New Jersey
$1.1M +$13.7K +302 +1%
UAG
406
United Advisor Group
Ohio
$1.1M -$118K -2,603 -10%
AssetMark Inc
407
AssetMark Inc
California
$1.1M +$296K +6,545 +38%
WWA
408
WCG Wealth Advisors
Nevada
$1.09M +$1.08M +23,921 New
SPIA
409
Steward Partners Investment Advisory
New York
$1.09M -$18.1K -399 -2%
WW
410
Waterfront Wealth
Kansas
$1.09M +$2.08K +46 +0.2%
CB
411
Chris Bulman
California
$1.08M -$38.5K -850 -3%
BIG
412
Brookwood Investment Group
Arizona
$1.06M -$63.4K -1,401 -6%
WWA
413
Wealth Watch Advisors
Colorado
$1.05M +$51.2K +1,131 +5%
WCM
414
WealthBridge Capital Management
Ohio
$1.04M +$93.3K +2,062 +10%
RFA
415
Register Financial Advisors
Georgia
$1.04M +$57.2K +1,264 +6%
PRTG
416
Post Resch Tallon Group
New York
$1.03M +$24K +530 +2%
NCM
417
NCM Capital Management
New Jersey
$1.01M -$508K -11,220 -34%
KWMG
418
King Wealth Management Group
Florida
$1M -$23.4K -516 -2%
GS
419
GWN Securities
Florida
$994K -$330K -7,297 -25%
CA
420
CGN Advisors
Kansas
$987K -$8.28K -183 -0.8%
SAG
421
SageView Advisory Group
California
$969K -$202K -4,465 -17%
CFG
422
Cosner Financial Group
Colorado
$955K +$362 +8 +0%
CPCP
423
Cedar Point Capital Partners
Iowa
$948K -$611K -13,487 -39%
GL
424
Gerber LLC
Ohio
$938K -$49.4K -1,091 -5%
AFM
425
Abbot Financial Management
Massachusetts
$914K +$770 +17 +0.1%

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.