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Fidelity Investment Grade Bond ETF

49 hedge funds and large institutions have $69.8M invested in Fidelity Investment Grade Bond ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

46% more capital invested

Capital invested by funds: $47.9M → $69.8M (+$21.9M)

26% more funds holding

Funds holding: 3949 (+10)

2.1% more ownership

Funds ownership: 19.33%21.43% (+2.1%)

Holders
49
Holders Change
+10
Holders Change %
+25.64%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
13
Increased
24
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
26
Latitude Advisors
Florida
$389K +$13.1K +301 +3%
AWA
27
Arkadios Wealth Advisors
Georgia
$356K +$150K +3,435 +72%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$343K -$58.7K -1,345 -15%
FF
29
Foronjy Financial
California
$287K +$12K +274 +4%
PD
30
Planning Directions
Pennsylvania
$286K +$82.4K +1,888 +40%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$275K +$277K +6,343 New
EWM
32
Elevation Wealth Management
Minnesota
$253K +$254K +5,812 New
LPL Financial
33
LPL Financial
California
$239K +$240K +5,504 New
IAN
34
Integrated Advisors Network
Texas
$222K +$1.35K +31 +0.6%
Cerity Partners
35
Cerity Partners
New York
$204K +$205K +4,696 New
SIS
36
Sound Income Strategies
Florida
$92K
MCM
37
MidAtlantic Capital Management
Virginia
$76.4K +$76.8K +1,759 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$59.5K +$10K +230 +20%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$52K +$51.8K +1,187 New
FFA
40
Farther Finance Advisors
California
$49.7K
AWM
41
AE Wealth Management
Kansas
$25.1K +$21.9K +502 +661%
GRP
42
Global Retirement Partners
California
$20K +$218 +5 +1%
DFA
43
DHJJ Financial Advisors
Illinois
$18.7K
AA
44
Ancora Advisors
Ohio
$10.2K
AAP
45
Arax Advisory Partners
Colorado
$4.95K +$4.98K +114 New
Morgan Stanley
46
Morgan Stanley
New York
$1.89K +$1.05K +24 +126%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.39K +$87 +2 +7%
SWM
48
Spire Wealth Management
Virginia
$608
AF
49
Allworth Financial
California
$336 +$349 +8 New
Citadel Advisors
50
Citadel Advisors
Florida
-$2M -45,899 Closed

FIGB Hedge Fund Activity: Q4 2025 in Review

49 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Bond ETF (FIGB) for Q4 2025, worth a combined $69.8M — up 46% from $47.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FIGB positions and 3 closed out — a net gain of 10 holders — while 24 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $8.15M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2M sold.

  • 49 institutional investors held Fidelity Investment Grade Bond ETF (FIGB) as of Q4 2025, up from 39 in Q3 2025.
  • Funds reported $69.8M of Fidelity Investment Grade Bond ETF stock for Q4 2025, up 46% quarter-over-quarter.
  • 13 funds opened new Fidelity Investment Grade Bond ETF positions in Q4 2025 and 3 closed out, a net change of +10 holders.
  • The largest Fidelity Investment Grade Bond ETF buyer in Q4 2025 was Raymond James Financial, an estimated $8.15M added.
  • The largest Fidelity Investment Grade Bond ETF seller in Q4 2025 was Citadel Advisors, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2025.