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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
SFWC
451
Strategic Family Wealth Counselors
New Jersey
$747K +$346K +7,645 +88%
BFA
452
Brown Financial Advisory
Alabama
$745K +$117K +2,585 +19%
CIA
453
Cape Investment Advisory
Georgia
$728K -$38.7K -856 -5%
MHIP
454
Mountain Hill Investment Partners
New Jersey
$723K +$716K +15,810 New
CW
455
CreativeOne Wealth
Kansas
$722K -$179K -3,964 -20%
MCM
456
MidAtlantic Capital Management
Virginia
$722K +$66K +1,458 +10%
Bank of Montreal
457
Bank of Montreal
Ontario, Canada
$721K +$111K +2,455 +18%
WEG
458
World Equity Group
Illinois
$719K -$40.1K -886 -5%
TIA
459
Trust Investment Advisors
Indiana
$713K
KA
460
Kearns & Associates
California
$710K +$702K +15,515 New
MFGM
461
Marshall Financial Group (Maryland)
Maryland
$707K -$90.3K -1,995 -11%
AWE
462
Avidian Wealth Enterprises
Texas
$691K +$3.3K +73 +0.5%
DFG
463
Dupree Financial Group
Kentucky
$655K -$10.2K -226 -2%
GWP
464
Gateway Wealth Partners
Wisconsin
$651K -$194K -4,284 -23%
SS
465
Sunbelt Securities
Texas
$647K -$75.8K -1,675 -10%
ANTB
466
AMG National Trust Bank
Colorado
$620K -$1.13K -25 -0.2%
MSCM
467
McElhenny Sheffield Capital Management
Texas
$614K +$7.61K +168 +1%
BMCM
468
Burns Matteson Capital Management
New York
$608K -$27.6K -610 -4%
LCM
469
Lazari Capital Management
California
$603K -$63.7K -1,408 -10%
CA
470
CoreCap Advisors
Michigan
$601K +$285K +6,293 +92%
ACMA
471
Arbor Capital Management (Alaska)
Alaska
$594K -$104K -2,296 -15%
WHCFA
472
William Howard & Co Financial Advisors
Tennessee
$593K
BFWA
473
Benchmark Financial Wealth Advisors
Florida
$592K +$20K +442 +4%
AIP
474
Ameritas Investment Partners
Nebraska
$585K +$120K +2,653 +26%
MCM
475
MontVue Capital Management
Virginia
$585K -$2.58K -57 -0.4%

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.