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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
SWA
201
Stratos Wealth Advisors
Ohio
$8.17M +$3.84M +84,751 +90%
PJSIMP
202
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.13M +$1.05M +23,149 +15%
MAG
203
Mayfair Advisory Group
Alabama
$8.05M +$1.7M +37,477 +27%
DWM
204
Diversify Wealth Management
Utah
$7.95M +$120K +2,650 +2%
WIP
205
WealthCare Investment Partners
Rhode Island
$7.95M -$43K -951 -0.5%
GIA
206
Gladstone Institutional Advisory
Florida
$7.88M -$77.5K -1,713 -1%
KWS
207
Keystone Wealth Services
California
$7.85M +$3.35K +74 +0%
OIA
208
OneDigital Investment Advisors
Kansas
$7.58M +$7.5M +165,610 New
TA
209
TrueWealth Advisors
Alabama
$7.56M +$714K +15,776 +11%
GWS
210
Greykasell Wealth Strategies
California
$7.55M +$1.82M +40,267 +32%
PA
211
Parallel Advisors
California
$7.55M +$445K +9,838 +6%
ASN
212
Advisory Services Network
Georgia
$7.5M +$852K +18,823 +13%
TCM
213
TD Capital Management
Tennessee
$7.44M +$175K +3,855 +2%
EH
214
Equitable Holdings
New York
$7.4M +$233K +5,138 +3%
D
215
Dentgroup
Louisiana
$7.3M +$446K +9,861 +7%
OFG
216
OmniStar Financial Group
North Carolina
$7.26M +$656K +14,488 +10%
SPC
217
Sigma Planning Corp
Michigan
$7.2M +$111K +2,452 +2%
MA
218
Mutual Advisors
Nebraska
$7.09M +$139K +3,065 +2%
TWC
219
TD Waterhouse Canada
Ontario, Canada
$7M +$1.71M +37,834 +33%
PPW
220
Parcion Private Wealth
Washington
$6.98M +$376K +8,310 +6%
CWA
221
Clarity Wealth Advisors
California
$6.95M +$307K +6,785 +5%
Wealth Enhancement Advisory Services
222
Wealth Enhancement Advisory Services
Minnesota
$6.86M +$120K +2,642 +2%
CWM
223
CMH Wealth Management
New Hampshire
$6.74M +$292K +6,443 +5%
CWM
224
Congress Wealth Management
Massachusetts
$6.59M -$118K -2,613 -2%
BAAM
225
Baker Avenue Asset Management
California
$6.51M -$549K -12,130 -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.