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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
WN
151
Williams & Novak
California
$13M +$1.45M +32,115 +13%
PWA
152
Physician Wealth Advisors
Utah
$12.9M +$1.74M +38,464 +16%
SFA
153
Salus Financial Advisors
Colorado
$12.8M +$332K +7,337 +3%
VA
154
Valmark Advisers
Ohio
$12.7M +$753K +16,642 +6%
PPW
155
Pasadena Private Wealth
California
$12.7M -$249K -5,490 -2%
GPW
156
Genesis Private Wealth
Virginia
$12.7M +$160K +3,525 +1%
BFA
157
Buttonwood Financial Advisors
Maryland
$12.4M -$93.6K -2,068 -0.8%
CC
158
Courier Capital
New York
$12M +$464K +10,252 +4%
DC
159
Destiny Capital
Colorado
$12M +$413K +9,130 +4%
SDWMA
160
Schneider Downs Wealth Management Advisors
Pennsylvania
$11.9M +$2.89M +63,765 +32%
PIAS
161
PCA Investment Advisory Services
Ohio
$11.9M +$11.8M +260,741 New
WIA
162
World Investment Advisors
California
$11.8M +$621K +13,714 +6%
Renaissance Technologies
163
Renaissance Technologies
New York
$11.7M +$11.3M +249,000 +3,365%
Jones Financial Companies
164
Jones Financial Companies
Missouri
$11.4M +$4.29M +94,875 +61%
AWM
165
Axxcess Wealth Management
California
$11.2M -$2.52M -55,601 -18%
BIS
166
BG Investment Services
Guam
$11.1M -$2.06M -45,567 -16%
LW
167
Linscomb Wealth
Texas
$11.1M +$447K +9,882 +4%
MIA
168
Milestone Investment Advisors
Wisconsin
$11.1M +$139K +3,067 +1%
CRC
169
Catawba River Capital
South Carolina
$11.1M +$9.44M +208,617 +620%
UWS
170
Unique Wealth Strategies
Illinois
$11.1M -$2.79M -61,719 -20%
VFG
171
Victory Financial Group
Texas
$11M +$113K +2,496 +1%
GIA
172
Goodwin Investment Advisory
Georgia
$11M -$1.42M -31,475 -12%
GFG
173
Goldstone Financial Group
Illinois
$11M -$2.02M -44,597 -16%
DC
174
Dahring Cusmano
Michigan
$10.9M -$549K -12,127 -5%
SHIM
175
Stone House Investment Management
Pennsylvania
$10.9M +$10.8M +237,957 New

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.