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Fidelity Investment Grade Bond ETF

55 hedge funds and large institutions have $136M invested in Fidelity Investment Grade Bond ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

133% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 12

95% more capital invested

Capital invested by funds: $69.8M → $136M (+$66.2M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more funds holding

Funds holding: 4955 (+6)

8.68% more ownership

Funds ownership: 21.43%30.1% (+8.7%)

Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
28
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
1
Heartland Bank & Trust
Illinois
$48M +$48.4M +1,114,630 New
Raymond James Financial
2
Raymond James Financial
Florida
$12.5M +$4.52M +103,966 +56%
Osaic Holdings
3
Osaic Holdings
Arizona
$12.3M +$3.75M +86,408 +43%
CRW
4
Clarity Retirement & Wealth
Massachusetts
$9M +$733K +16,882 +9%
AC
5
Anson Capital
Georgia
$8.83M +$375K +8,624 +4%
AIM
6
Advyzon Investment Management
Illinois
$7.52M +$7.59M +174,633 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.07M +$47.6K +1,096 +2%
KAS
8
Kestra Advisory Services
Texas
$3.07M +$222K +5,116 +8%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$2.79M -$2.33M -53,555 -45%
NWMP
10
Noble Wealth Management PBC
Colorado
$2.46M -$193K -4,438 -7%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.44M +$53.2K +1,224 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.17M +$31.3K +720 +1%
Boston Partners
13
Boston Partners
Massachusetts
$2.13M +$207K +4,759 +11%
Citadel Advisors
14
Citadel Advisors
Florida
$1.95M +$1.97M +45,335 New
JP Morgan Chase
15
JP Morgan Chase
New York
$1.46M +$117K +2,694 +9%
BFA
16
Bill Few Associates
Pennsylvania
$1.4M -$74.9K -1,723 -5%
IA
17
IFP Advisors
Florida
$1.22M -$32.3K -744 -3%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.21M +$73.6K +1,695 +6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.21M -$34.2K -788 -3%
CWAF
20
Core Wealth Advisors (Florida)
Florida
$1.2M +$311K +7,161 +34%
DWA
21
Davis Wealth Advisors
New Hampshire
$1.02M +$276K +6,347 +37%
HI
22
Harbour Investments
Wisconsin
$940K +$328K +7,553 +53%
Jane Street
23
Jane Street
New York
$933K +$176K +4,054 +23%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$913K +$650K +14,962 +236%
PWA
25
Peterson Wealth Advisors
Utah
$570K +$7.17K +165 +1%

FIGB Hedge Fund Activity: Q1 2026 in Review

55 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Bond ETF (FIGB) for Q1 2026, worth a combined $136M — up 95% from $69.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FIGB positions and 4 closed out — a net gain of 7 holders — while 28 added to existing stakes and 12 trimmed.

The largest buyer was Heartland Bank & Trust, opening a new position worth an estimated $48.4M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $2.33M.

  • 55 institutional investors held Fidelity Investment Grade Bond ETF (FIGB) as of Q1 2026, up from 49 in Q4 2025.
  • Funds reported $136M of Fidelity Investment Grade Bond ETF stock for Q1 2026, up 95% quarter-over-quarter.
  • 11 funds opened new Fidelity Investment Grade Bond ETF positions in Q1 2026 and 4 closed out, a net change of +7 holders.
  • The largest Fidelity Investment Grade Bond ETF buyer in Q1 2026 was Heartland Bank & Trust, an estimated $48.4M added.
  • The largest Fidelity Investment Grade Bond ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $2.33M sold.

Based on aggregated 13F filings for Q1 2026.