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Fidelity Total Bond ETF

618 hedge funds and large institutions have $15.7B invested in Fidelity Total Bond ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 334 increasing their positions, 172 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,965% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $78K

94% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 172

62% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 45

13% more funds holding in top 10

Funds holding in top 10: 129146 (+17)

7% more capital invested

Capital invested by funds: $14.8B → $15.7B (+$976M)

3% more funds holding

Funds holding: 601618 (+17)

2.12% more ownership

Funds ownership: 84.34%86.46% (+2.1%)

Holders
618
Holders Change
+17
Holders Change %
+2.83%
% of All Funds
8.29%
Holding in Top 10
146
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+13.18%
% of All Funds
1.96%
New
73
Increased
334
Reduced
172
Closed
45
Calls
$1.61M
Puts
$78K
Net Calls
+$1.53M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
601
Russell Investments Group
United Kingdom
$6.84K +$6.79K +150 New
BDPWM
602
Barnes Dennig Private Wealth Management
Ohio
$5.93K +$5.89K +130 New
FDW
603
Fourth Dimension Wealth
Ohio
$4.2K -$2.27K -50 -35%
FWM
604
FSA Wealth Management
Massachusetts
$3.94K +$906 +20 +30%
NRG
605
Nemes Rush Group
Michigan
$3.77K +$45 +1 +1%
KHC
606
Koesten Hirschmann & Crabtree
Kansas
$3.65K -$6.02K -133 -62%
AAP
607
Arax Advisory Partners
Colorado
$3.51K +$815 +18 +31%
HFS
608
Hantz Financial Services
Michigan
$3K -$1.5K -33 -32%
FGAM
609
Financial Gravity Asset Management
Texas
$2.65K +$2.63K +58 New
AIC
610
Archer Investment Corporation
Indiana
$2.56K
SIC
611
SJS Investment Consulting
Ohio
$2.37K +$2.35K +52 New
AWM
612
Abound Wealth Management
Tennessee
$2.01K +$1.99K +44 New
HC
613
Hurley Capital
New York
$1.92K +$1.9K +42 New
PB
614
Pinnacle Bancorp
Nebraska
$1.69K -$65.3K -1,442 -97%
FCT
615
First Community Trust
Iowa
$1.32K
KA
616
Kozak & Associates
Colorado
$568
T
617
Transce3nd
Texas
$411 -$3.35K -74 -89%
AFS
618
Anderson Financial Strategies
Ohio
$46 +$45 +1 New
AWA
619
Adapt Wealth Advisors
Georgia
-$4.04M -90,087 Closed
REMPR
620
Roof Eidam Maycock Peralta (REMP)
California
-$2.72M -60,557 Closed
CCM
621
Condor Capital Management
New Jersey
-$1.42M -31,596 Closed
CFGS
622
Concourse Financial Group Securities
Alabama
-$1.27M -28,120 Closed
OIA
623
OneDigital Investment Advisors
Kansas
-$1.2M -26,761 Closed
GWA
624
GGM Wealth Advisors
Maryland
-$67.9K -24,445 Closed
AA
625
Atmos Advisory
Pennsylvania
-$795K -17,711 Closed

FBND Hedge Fund Activity: Q1 2025 in Review

618 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q1 2025, worth a combined $15.7B — up 6.6% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new FBND positions and 45 closed out — a net gain of 28 holders — while 334 added to existing stakes and 172 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $352M. The largest seller was Bank of New York Mellon, cutting an estimated $66.6M.

  • 618 institutional investors held Fidelity Total Bond ETF (FBND) as of Q1 2025, up from 601 in Q4 2024.
  • Funds reported $15.7B of Fidelity Total Bond ETF stock for Q1 2025, up 6.6% quarter-over-quarter.
  • 73 funds opened new Fidelity Total Bond ETF positions in Q1 2025 and 45 closed out, a net change of +28 holders.
  • The largest Fidelity Total Bond ETF buyer in Q1 2025 was Northwestern Mutual Wealth Management, an estimated $352M added.
  • The largest Fidelity Total Bond ETF seller in Q1 2025 was Bank of New York Mellon, an estimated $66.6M sold.

Based on aggregated 13F filings for Q1 2025.