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Fidelity Total Bond ETF

755 hedge funds and large institutions have $20.9B invested in Fidelity Total Bond ETF in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 453 increasing their positions, 170 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 170

117% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 36

7% more funds holding in top 10

Funds holding in top 10: 168179 (+11)

4% more funds holding

Funds holding: 728755 (+27)

1.97% less ownership

Funds ownership: 85.9%83.93% (-2%)

7% less capital invested

Capital invested by funds: $22.6B → $20.9B (-$1.67B)

Holders
755
Holders Change
+27
Holders Change %
+3.71%
% of All Funds
9.24%
Holding in Top 10
179
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+6.55%
% of All Funds
2.19%
New
78
Increased
453
Reduced
170
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.37B +$157M +3,411,046 +4%
Morgan Stanley
2
Morgan Stanley
New York
$1.62B +$35.7M +774,465 +2%
Bank of America
3
Bank of America
North Carolina
$671M +$40.2M +871,672 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$661M +$25.8M +558,668 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$602M +$76.8M +1,664,794 +14%
LPL Financial
6
LPL Financial
California
$485M +$57.2M +1,241,211 +13%
DWM
7
Dynasty Wealth Management
Florida
$466M +$71.9M +1,560,151 +18%
Raymond James Financial
8
Raymond James Financial
Florida
$357M +$76.1M +1,649,202 +27%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$341M +$77.8M +1,686,456 +29%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$310M +$42.9M +930,834 +16%
CTB
11
Country Trust Bank
Illinois
$308M +$16.2M +351,315 +5%
QWP
12
Quotient Wealth Partners
Texas
$297M +$74.2M +1,609,056 +33%
UBS Group
13
UBS Group
Switzerland
$284M +$16.7M +361,271 +6%
MWM
14
Modern Wealth Management
Kansas
$229M +$64M +1,388,283 +38%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$223M -$469K -10,176 -0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$210M -$13.1M -283,820 -6%
MG
17
Mather Group
Illinois
$198M +$8.42M +182,512 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$191M +$8.63M +187,088 +5%
SWA
19
Sax Wealth Advisors
New Jersey
$184M -$1.69M -36,705 -0.9%
RWM
20
Ritholtz Wealth Management
New York
$183M +$6.94M +150,495 +4%
KAS
21
Kestra Advisory Services
Texas
$181M +$13.5M +292,103 +8%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$176M +$27.5M +595,649 +18%
LWMT
23
Legacy Wealth Management (Tennessee)
Tennessee
$160M +$3.84M +83,294 +2%
CAL
24
Capital Analysts LLC
Pennsylvania
$144M +$12.3M +266,232 +9%
BCP
25
Blue Chip Partners
Michigan
$136M +$4.92M +106,593 +4%

FBND Hedge Fund Activity: Q1 2026 in Review

755 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q1 2026, worth a combined $20.9B — down 7.4% from $22.6B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new FBND positions and 36 closed out — a net gain of 42 holders — while 453 added to existing stakes and 170 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $157M. The largest seller was Sagespring Wealth Partners, cutting an estimated $346M.

  • 755 institutional investors held Fidelity Total Bond ETF (FBND) as of Q1 2026, up from 728 in Q4 2025.
  • Funds reported $20.9B of Fidelity Total Bond ETF stock for Q1 2026, down 7.4% quarter-over-quarter.
  • 78 funds opened new Fidelity Total Bond ETF positions in Q1 2026 and 36 closed out, a net change of +42 holders.
  • The largest Fidelity Total Bond ETF buyer in Q1 2026 was Northwestern Mutual Wealth Management, an estimated $157M added.
  • The largest Fidelity Total Bond ETF seller in Q1 2026 was Sagespring Wealth Partners, an estimated $346M sold.

Based on aggregated 13F filings for Q1 2026.