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Fidelity Investment Grade Bond ETF
FIGB

36 hedge funds and large institutions have $34.4M invested in Fidelity Investment Grade Bond ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

20% more funds holding

Funds holding: 30 → 36 (+6)

3.71% less ownership

Funds ownership: 19.95% → 16.24% (-3.7%)

13% less capital invested

Capital invested by funds: $39.5M → $34.4M (-$5.11M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
19
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$1.98M
2
JP Morgan Chase
JP Morgan Chase
New York
+$759K
3
IA
IFP Advisors
Florida
+$397K
4
AC
Anson Capital
Georgia
+$372K
5
FTUS
Flow Traders U.S.
New York
+$361K

Top Sellers

Rank Fund Capital Flow
1
KPWS
Kestra Private Wealth Services
Texas
-$6.18M
2
Citadel Advisors
Citadel Advisors
Florida
-$928K
3
Jane Street
Jane Street
New York
-$384K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$168K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$46.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
26
Sound Income Strategies
Florida
$91.6K +$90.5K +2,120 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$47.9K +$32.1K +753 +211%
AAP
28
Arax Advisory Partners
Colorado
$33.7K +$22.8K +535 +218%
GRP
29
Global Retirement Partners
California
$19.5K +$19.2K +450 New
DFA
30
DHJJ Financial Advisors
Illinois
$18.6K – – –
Raymond James Financial
31
Raymond James Financial
Florida
$13.4K +$13.3K +311 New
AA
32
Ancora Advisors
Ohio
$10.2K +$10K +235 New
Morgan Stanley
33
Morgan Stanley
New York
$1.16K +$384 +9 +53%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.04K +$299 +7 +41%
SWM
35
Spire Wealth Management
Virginia
$605 +$598 +14 New
AWM
36
AE Wealth Management
Kansas
$42 +$43 +1 New
AF
37
Allworth Financial
California
$18 – – –
KPWS
38
Kestra Private Wealth Services
Texas
– -$6.18M -143,648 Closed
Citadel Advisors
39
Citadel Advisors
Florida
– -$928K -21,586 Closed
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
– -$29K -685 Closed
1
2

FIGB Hedge Fund Activity: Q2 2025 in Review

36 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Bond ETF (FIGB) for Q2 2025, worth a combined $34.4M — down 13% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FIGB positions and 3 closed out — a net gain of 7 holders — while 19 added to existing stakes and 5 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.98M. The largest seller was Kestra Private Wealth Services, exiting entirely with an estimated $6.18M sold.

  • 36 institutional investors held Fidelity Investment Grade Bond ETF (FIGB) as of Q2 2025, up from 30 in Q1 2025.
  • Funds reported $34.4M of Fidelity Investment Grade Bond ETF stock for Q2 2025, down 13% quarter-over-quarter.
  • 10 funds opened new Fidelity Investment Grade Bond ETF positions in Q2 2025 and 3 closed out, a net change of +7 holders.
  • The largest Fidelity Investment Grade Bond ETF buyer in Q2 2025 was Osaic Holdings, an estimated $1.98M added.
  • The largest Fidelity Investment Grade Bond ETF seller in Q2 2025 was Kestra Private Wealth Services, an estimated $6.18M sold.

Based on aggregated 13F filings for Q2 2025.