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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
MFS
476
Miller Financial Services
Michigan
$580K -$14.8K -327 -3%
FFN
477
Focus Financial Network
Minnesota
$575K +$8.06K +178 +1%
SA
478
Sanctuary Advisors
Indiana
$573K -$9.01K -199 -2%
TCM
479
Traynor Capital Management
Pennsylvania
$561K -$112K -2,485 -17%
RCG
480
Regatta Capital Group
California
$560K -$45K -995 -8%
CCA
481
Cadent Capital Advisors
Oklahoma
$558K +$6.56K +145 +1%
AF
482
Apexium Financial
Texas
$546K -$6.7K -148 -1%
CPIA
483
Cornell Pochily Investment Advisors
New York
$543K -$231K -5,103 -30%
GC
484
Grimes & Company
Massachusetts
$533K +$318K +7,020 +152%
BFO
485
Boston Family Office
Massachusetts
$530K -$10.2K -225 -2%
KDA
486
Kraft Davis & Associates
Missouri
$527K -$42.9K -947 -8%
CAG
487
Compass Advisory Group
New York
$526K +$951 +21 +0.2%
SWGC
488
Summit Wealth Group (Colorado)
Colorado
$520K +$512K +11,318 New
BWMG
489
Barnes Wealth Management Group
California
$516K +$588 +13 +0.1%
AWM
490
Aprio Wealth Management
Georgia
$515K -$28.5K -630 -5%
VFPW
491
Vantage Financial Partners (Wisconsin)
Wisconsin
$508K +$770 +17 +0.2%
KA
492
Kure Advisory
Minnesota
$505K
IAP
493
Indie Asset Partners
Indiana
$499K +$494K +10,910 New
AFO
494
Arrowroot Family Office
California
$494K +$489K +10,806 New
SFG
495
Sage Financial Group
Pennsylvania
$491K +$317 +7 +0.1%
TCM
496
Towercrest Capital Management
Pennsylvania
$486K
WCM
497
Winebrenner Capital Management
Kentucky
$485K +$5.75K +127 +1%
EWA
498
EverSource Wealth Advisors
Alabama
$478K +$75.7K +1,672 +19%
EW
499
Element Wealth
Mississippi
$478K -$4.62K -102 -1%
IF
500
Integrity Financial
Wyoming
$477K -$406K -8,963 -46%

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.