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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
OAM
126
Occidental Asset Management
California
$16.7M +$203K +4,475 +1%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$16.7M -$2.65M -58,602 -14%
Corient Private Wealth
128
Corient Private Wealth
Florida
$16.7M +$3.54M +78,219 +27%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$16.4M -$886K -19,566 -5%
BEAM
130
Baker Ellis Asset Management
Washington
$16.4M +$1.14M +25,100 +8%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$16M +$2.79M +61,741 +21%
MWP
132
Meriwether Wealth & Planning
Louisiana
$15.8M -$113K -2,500 -0.7%
RFP
133
RCS Financial Planning
Maryland
$15.7M +$1M +22,133 +7%
NIWA
134
New Insight Wealth Advisors
California
$15.5M +$898K +19,844 +6%
KV
135
Kickstand Ventures
New York
$15.5M +$27.5K +607 +0.2%
WG
136
Watchman Group
Texas
$15.5M +$3.72M +82,114 +32%
EPP
137
ETF Portfolio Partners
Kansas
$15.1M +$788K +17,400 +6%
KFP
138
KMG Fiduciary Partners
Ohio
$14.9M +$1.55M +34,344 +12%
AF
139
Allworth Financial
California
$14.9M -$2.07M -45,810 -12%
FIA
140
Foundations Investment Advisors
Arizona
$14.7M +$463K +10,226 +3%
TI
141
tru Independence
Oregon
$14.5M +$610K +13,473 +4%
SXL
142
Summit X LLC
Missouri
$14.5M +$5.14M +113,484 +56%
CGH
143
CMG Global Holdings
Texas
$14.4M -$1.87M -41,256 -12%
FFP
144
Forbes Financial Planning
Rhode Island
$14.4M +$8.97M +198,077 +169%
SPA
145
Sentinel Pension Advisors
Massachusetts
$14M +$694K +15,326 +5%
CWG
146
Cornerstone Wealth Group
North Carolina
$13.8M -$243K -5,372 -2%
DWM
147
Dogwood Wealth Management
Kansas
$13.7M +$734K +16,218 +6%
OFS
148
OneAscent Financial Services
Alabama
$13.4M -$13M -287,373 -49%
KPWG
149
KFA Private Wealth Group
Virginia
$13.4M -$2.85M -62,931 -18%
OC
150
Oppenheimer & Co
New York
$13.2M -$69.9K -1,544 -0.5%

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.