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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
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$99.4M -$22.7M -501,732 -19%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$98.8M +$30.9M +681,527 +46%
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$95.5M +$5.55M +122,652 +6%
TA
29
TruWealth Advisors
Louisiana
$95.1M +$11.8M +259,972 +14%
MCWS
30
McKinley Carter Wealth Services
West Virginia
$91.4M +$4.21M +93,078 +5%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$89.7M +$13.6M +299,478 +18%
SFS
32
Summit Financial Strategies
Ohio
$89.1M +$2.56M +56,516 +3%
HighTower Advisors
33
HighTower Advisors
Illinois
$80.7M +$1.35M +29,924 +2%
MML Investors Services
34
MML Investors Services
Massachusetts
$79.6M +$25.7M +567,021 +48%
Creative Planning
35
Creative Planning
Kansas
$77.1M -$135M -2,971,886 -64%
Wells Fargo
36
Wells Fargo
California
$74.6M +$1.15M +25,392 +2%
OWA
37
Octavia Wealth Advisors
Ohio
$67.1M -$576K -12,725 -0.9%
MWM
38
Modern Wealth Management
Kansas
$64.3M +$4.67M +103,099 +8%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$64.3M +$6.09M +134,433 +11%
VFA
40
Valeo Financial Advisors
Indiana
$63M +$7.82M +172,827 +13%
Goldman Sachs
41
Goldman Sachs
New York
$62M +$61.3M +1,355,044 New
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$60.7M +$8.07M +178,284 +16%
RA
43
RFG Advisory
Alabama
$60M -$156M -3,439,816 -72%
PAG
44
Private Advisor Group
New Jersey
$59M +$25.4M +561,977 +77%
IWC
45
Integrated Wealth Concepts
Massachusetts
$57.3M +$35.7M +789,362 +171%
FWP
46
Falcon Wealth Planning
California
$54.5M +$2.3M +50,745 +4%
HIP
47
HUB Investment Partners
Texas
$52.6M +$2.39M +52,882 +5%
ACA
48
Aptus Capital Advisors
Alabama
$51.6M +$1.4M +30,931 +3%
SFG
49
Sunburst Financial Group
Alabama
$48.6M +$1.43M +31,594 +3%
HG
50
Harbor Group
New Hampshire
$44.3M +$1.23M +27,226 +3%

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.