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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
MSFS
101
Main Street Financial Solutions
Pennsylvania
$22.5M +$492K +10,869 +2%
RW
102
Regimen Wealth
Georgia
$22.5M -$4.9M -108,172 -18%
IPA
103
Investment Planning Advisors
Georgia
$22.1M +$11.7M +258,834 +116%
AL
104
Aspiriant LLC
California
$21.9M +$3.88M +85,767 +22%
LFG
105
Larson Financial Group
Missouri
$21.3M +$6.42M +141,810 +44%
KPWS
106
Kestra Private Wealth Services
Texas
$21.1M +$1.99M +43,897 +11%
EFP
107
EnRich Financial Partners
Wisconsin
$20.9M +$1.06M +23,342 +5%
VNA
108
Valley National Advisers
Pennsylvania
$20.8M +$1.01M +22,298 +5%
CFD
109
Creative Financial Designs
Indiana
$20.7M -$15.6M -344,559 -43%
PWM
110
Perigon Wealth Management
California
$20.3M +$1.06M +23,414 +6%
RWMH
111
Riverpoint Wealth Management Holdings
Illinois
$20M -$2.26M -49,960 -10%
WFS
112
Walker Financial Services
Kentucky
$19.8M +$1.34M +29,659 +7%
CWA
113
Centerline Wealth Advisors
Kentucky
$19.7M +$3.52M +77,865 +22%
HAIM
114
Hunter Associates Investment Management
Pennsylvania
$19.2M +$679K +14,998 +4%
CAC
115
Certified Advisory Corp
Florida
$19.2M +$720K +15,899 +4%
BBNB
116
Baker Boyer National Bank
Washington
$19.1M +$379K +8,371 +2%
FFS
117
Founders Financial Securities
Maryland
$19M -$2.08M -45,967 -10%
HI
118
Horizon Investments
North Carolina
$18.8M +$653K +14,436 +4%
TWP
119
Triad Wealth Partners
Kansas
$18.6M +$1.79M +39,557 +11%
CWM
120
Capital Wealth Management
Rhode Island
$18.5M +$2.37M +52,326 +15%
BAG
121
Bridgewealth Advisory Group
California
$18.4M +$16.2M +358,077 +828%
CF
122
Centaurus Financial
California
$18.2M -$371K -8,191 -2%
EC
123
EdgeRock Capital
Colorado
$17.6M +$17.4M +385,144 New
HI
124
Harbour Investments
Wisconsin
$16.8M +$1.04M +22,902 +7%
GAM
125
Gotham Asset Management
New York
$16.8M -$1.3M -28,826 -7%

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.