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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
SC
176
Steph & Co
Wisconsin
$10.7M +$1.62M +35,844 +18%
RWS
177
Resolute Wealth Strategies
Mississippi
$10.7M +$369K +8,151 +4%
UWM
178
USAdvisors Wealth Management
Minnesota
$10.5M +$517K +11,423 +5%
CWM
179
Cornerstone Wealth Management
Missouri
$10.5M +$414K +9,142 +4%
Stifel Financial
180
Stifel Financial
Missouri
$10.3M +$1.49M +32,961 +17%
FFA
181
Farther Finance Advisors
California
$10.1M +$762K +16,832 +8%
AWA
182
Arkadios Wealth Advisors
Georgia
$10.1M +$3.48M +76,963 +53%
FH
183
FWG Holdings
Florida
$10.1M +$4.37M +96,440 +79%
Envestnet Portfolio Solutions
184
Envestnet Portfolio Solutions
Illinois
$9.69M +$162K +3,573 +2%
RWA
185
Rooted Wealth Advisors
Illinois
$9.67M +$731K +16,148 +8%
JWCA
186
J.W. Cole Advisors
Florida
$9.64M +$1.62M +35,740 +20%
FPAS
187
Focus Partners Advisor Solutions
Missouri
$9.36M +$691K +15,271 +8%
OWM
188
Opes Wealth Management
California
$9.15M -$265K -5,860 -3%
Truist Financial
189
Truist Financial
North Carolina
$9.11M -$227K -5,018 -2%
Jane Street
190
Jane Street
New York
$9.01M -$48.1M -1,063,485 -84%
CFG
191
Cooper Financial Group
California
$8.84M -$558K -12,317 -6%
IWP
192
Insight Wealth Partners
Texas
$8.83M +$253K +5,588 +3%
CF
193
Cyr Financial
Illinois
$8.72M +$866K +19,133 +11%
ETC
194
Exchange Traded Concepts
Oklahoma
$8.72M +$8.63M +190,539 New
AI
195
Atria Investments
North Carolina
$8.58M +$98K +2,164 +1%
LIG
196
Lokken Investment Group
Delaware
$8.51M +$911K +20,135 +12%
LGA
197
Lebenthal Global Advisors
New York
$8.44M +$8.35M +184,412 New
LWM
198
LongView Wealth Management
Georgia
$8.36M +$823K +18,178 +11%
S
199
Sachetta
Massachusetts
$8.3M -$566K -12,514 -6%
PCIA
200
Prime Capital Investment Advisors
Kansas
$8.21M -$878K -19,399 -10%

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.