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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
WC
76
Whitney & Co
New York
$31.5M +$689K +15,224 +2%
WAAG
77
Wealth Alliance Advisory Group
Kansas
$31.5M -$41K -905 -0.1%
VC
78
Vicus Capital
Pennsylvania
$31.4M +$790K +17,452 +3%
SWM
79
Shakespeare Wealth Management
Wisconsin
$30.9M +$1.35M +29,716 +5%
LWA
80
Lineweaver Wealth Advisors
Ohio
$30.1M +$2.64M +58,414 +10%
CIA
81
Compass Ion Advisors
Pennsylvania
$29.9M +$1.86M +41,141 +7%
CAM
82
CPA Asset Management
Florida
$28M -$131K -2,888 -0.5%
KWM
83
KFG Wealth Management
Indiana
$27.8M +$566K +12,494 +2%
PCM
84
Presidio Capital Management
California
$27.8M +$490K +10,814 +2%
CFC
85
Coyle Financial Counsel
Illinois
$27.6M +$1.71M +37,798 +7%
Mariner
86
Mariner
Kansas
$26.7M -$130K -2,875 -0.5%
DC
87
DeDora Capital
California
$26.6M +$7.78M +171,760 +42%
WA
88
WBH Advisory
Maryland
$26.4M -$1.23M -27,163 -5%
AWA
89
Arete Wealth Advisors
Illinois
$25.7M -$1.04M -22,904 -4%
SOS
90
Silver Oak Securities
Tennessee
$25.6M +$10.6M +233,155 +72%
GRP
91
Global Retirement Partners
California
$25.5M +$25.2M +556,287 New
NAS
92
Nicolet Advisory Services
Wisconsin
$24.8M +$231K +5,109 +1%
AFG
93
ABLE Financial Group
Arizona
$24.7M +$1.59M +35,211 +7%
NRI
94
NFP Retirement Inc
California
$24.2M -$2.79M -61,576 -10%
CWP
95
Cyndeo Wealth Partners
Florida
$23.7M +$166K +3,668 +0.7%
CA
96
Crane Advisory
California
$23.7M -$787K -17,394 -3%
SWMG
97
Sard Wealth Management Group
Georgia
$23.3M +$497K +10,972 +2%
SWM
98
Spire Wealth Management
Virginia
$23.3M -$3.28M -72,465 -12%
FSG
99
Financial Strategies Group
Michigan
$23.2M +$1.56M +34,404 +7%
SFA
100
Souders Financial Advisors
Ohio
$22.6M +$1.66M +36,616 +8%

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.