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Fidelity Investment Grade Bond ETF

30 hedge funds and large institutions have $39.5M invested in Fidelity Investment Grade Bond ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

25% more capital invested

Capital invested by funds: $31.5M → $39.5M (+$7.96M)

25% more funds holding

Funds holding: 2430 (+6)

0.87% more ownership

Funds ownership: 19.08%19.95% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
9
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
26
DHJJ Financial Advisors
Illinois
$18.5K -$1.28K -30 -7%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$15.4K
AAP
28
Arax Advisory Partners
Colorado
$10.5K +$10.4K +245 New
Morgan Stanley
29
Morgan Stanley
New York
$743 +$213 +5 +42%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$731 +$724 +17 New
PAS
31
PKS Advisory Services
New York
-$1.55M -36,558 Closed
MCM
32
MidAtlantic Capital Management
Virginia
-$74.5K -1,759 Closed

FIGB Hedge Fund Activity: Q1 2025 in Review

30 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Bond ETF (FIGB) for Q1 2025, worth a combined $39.5M — up 25% from $31.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FIGB positions and 2 closed out — a net gain of 6 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Anson Capital, opening a new position worth an estimated $7.7M. The largest seller was Kestra Private Wealth Services, cutting an estimated $2.17M.

  • 30 institutional investors held Fidelity Investment Grade Bond ETF (FIGB) as of Q1 2025, up from 24 in Q4 2024.
  • Funds reported $39.5M of Fidelity Investment Grade Bond ETF stock for Q1 2025, up 25% quarter-over-quarter.
  • 8 funds opened new Fidelity Investment Grade Bond ETF positions in Q1 2025 and 2 closed out, a net change of +6 holders.
  • The largest Fidelity Investment Grade Bond ETF buyer in Q1 2025 was Anson Capital, an estimated $7.7M added.
  • The largest Fidelity Investment Grade Bond ETF seller in Q1 2025 was Kestra Private Wealth Services, an estimated $2.17M sold.

Based on aggregated 13F filings for Q1 2025.