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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
MSWM
51
McGlone Suttner Wealth Management
Wisconsin
$44.1M +$1.51M +33,417 +4%
PIN
52
Prudent Investors Network
California
$43.4M +$1.84M +40,603 +4%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$43.3M +$16.4M +361,558 +62%
DAS
54
Dynamic Advisor Solutions
Arizona
$43.3M -$3.47M -76,687 -7%
NL
55
Navalign LLC
California
$41.3M +$1.6M +35,347 +4%
OFP
56
OLIO Financial Planning
Virginia
$40.4M +$1.35M +29,876 +3%
SHFA
57
Sherrill & Hutchins Financial Advisory
Georgia
$39.5M +$369K +8,151 +1%
VAS
58
Vestmark Advisory Solutions
Massachusetts
$39.2M +$28.4M +627,196 +272%
AAS
59
Ameritas Advisory Services
Nebraska
$38.8M -$9.78M -215,994 -20%
AAS
60
Avantax Advisory Services
Texas
$38.4M +$5.39M +118,991 +17%
PWM
61
Power Wealth Management
Georgia
$38M +$580K +12,815 +2%
KIM
62
Kestra Investment Management
Texas
$37.6M +$19.2M +423,510 +106%
HNB
63
Huntington National Bank
Ohio
$36.8M
PCA
64
Pallas Capital Advisors
Massachusetts
$35.7M -$3.14M -69,338 -8%
WAM
65
Weatherly Asset Management
California
$35.5M +$1.78M +39,280 +5%
BFG
66
Bleakley Financial Group
New Jersey
$35.2M +$34.8M +769,847 New
WAM
67
WNY Asset Management
New York
$34.9M +$4.83M +106,690 +16%
WFA
68
WestHill Financial Advisors
California
$34.1M +$228K +5,038 +0.7%
MWM
69
Mascoma Wealth Management
New Hampshire
$33.8M +$1.22M +26,983 +4%
CCWM
70
Correct Capital Wealth Management
Missouri
$33.8M -$108K -2,391 -0.3%
DA
71
Drake & Associates
Wisconsin
$33.5M +$335K +7,399 +1%
BCM
72
Brookstone Capital Management
Illinois
$31.9M +$315K +6,952 +1%
NA
73
NewEdge Advisors
Louisiana
$31.9M +$3.86M +85,294 +14%
PGFC
74
Peapack-Gladstone Financial Corp
New Jersey
$31.7M +$15.2M +335,027 +93%
WMR
75
Wealth Management Resources
Rhode Island
$31.5M +$2.48M +54,727 +9%

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.