Fidelity Investment Grade Bond ETF
FIGB
6 hedge funds and large institutions have $4.1M invested in Fidelity Investment Grade Bond ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
4% more capital invested
Capital invested by funds: $3.95M → $4.1M (+$154K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
11.4% less ownership
Funds ownership: 46.51% → 35.11% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.11M |
| 2 |
AWM
Adams Wealth Management
Logan,
Utah
|
+$285K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$68.8K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$53.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
AFS Financial Group
Bethesda,
Maryland
|
-$111K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$92.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$21.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.76M | +$1.11M | +25,659 | +174% |
|
|
AFG
2
AFS Financial Group
Bethesda,
Maryland
| $1.3M | -$111K | -2,573 | -8% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $701K | +$68.8K | +1,591 | +11% |
|
|
AWM
4
Adams Wealth Management
Logan,
Utah
| $286K | +$285K | +6,580 | New |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $54.1K | +$53.7K | +1,243 | New |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.25K | -$92.9K | -2,149 | -7% |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$21.2K | -500 | Closed |
|
FIGB Hedge Fund Activity: Q1 2023 in Review
6 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Bond ETF (FIGB) for Q1 2023, worth a combined $4.1M — up 3.9% from $3.95M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FIGB positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $1.11M. The largest seller was AFS Financial Group, cutting an estimated $111K.
- 6 institutional investors held Fidelity Investment Grade Bond ETF (FIGB) as of Q1 2023, up from 5 in Q4 2022.
- Funds reported $4.1M of Fidelity Investment Grade Bond ETF stock for Q1 2023, up 3.9% quarter-over-quarter.
- 2 funds opened new Fidelity Investment Grade Bond ETF positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest Fidelity Investment Grade Bond ETF buyer in Q1 2023 was Jane Street, an estimated $1.11M added.
- The largest Fidelity Investment Grade Bond ETF seller in Q1 2023 was AFS Financial Group, an estimated $111K sold.
Based on aggregated 13F filings for Q1 2023.