Fidelity Investment Grade Bond ETF
FIGB
11 hedge funds and large institutions have $7.07M invested in Fidelity Investment Grade Bond ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
83% more funds holding
Funds holding: 6 → 11 (+5)
72% more capital invested
Capital invested by funds: $4.1M → $7.07M (+$2.97M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
1.53% more ownership
Funds ownership: 35.11% → 36.64% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$811K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$705K |
| 3 |
BFA
Bill Few Associates
Pittsburgh,
Pennsylvania
|
+$340K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$250K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$178K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$286K |
| 2 |
AFG
AFS Financial Group
Bethesda,
Maryland
|
-$160K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$109K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Jane Street
New York
| $1.76M | +$23.6K | +545 | +1% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.12M | -$109K | -2,524 | -9% |
|
|
AFG
3
AFS Financial Group
Bethesda,
Maryland
| $1.12M | -$160K | -3,709 | -12% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $938K | +$250K | +5,769 | +36% |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $857K | +$811K | +18,753 | +1,509% |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| $698K | +$705K | +16,288 | New |
|
|
BFA
7
Bill Few Associates
Pittsburgh,
Pennsylvania
| $337K | +$340K | +7,865 | New |
|
|
8
Bank of Montreal
Toronto,
Ontario, Canada
| $177K | +$178K | +4,106 | New |
|
9
UBS Group
Zurich,
Switzerland
| $45.7K | +$46.1K | +1,066 | New |
|
10
Bank of America
Charlotte,
North Carolina
| $18K | +$18.1K | +419 | New |
|
11
Fidelity Investments
Boston,
Massachusetts
| $43 | +$43 | +1 | New |
|
|
AWM
12
Adams Wealth Management
Logan,
Utah
| – | -$286K | -6,580 | Closed |
|
FIGB Hedge Fund Activity: Q2 2023 in Review
11 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Bond ETF (FIGB) for Q2 2023, worth a combined $7.07M — up 72% from $4.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FIGB positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Harbour Investments, adding an estimated $811K. The largest seller was Adams Wealth Management, exiting entirely with an estimated $286K sold.
- 11 institutional investors held Fidelity Investment Grade Bond ETF (FIGB) as of Q2 2023, up from 6 in Q1 2023.
- Funds reported $7.07M of Fidelity Investment Grade Bond ETF stock for Q2 2023, up 72% quarter-over-quarter.
- 6 funds opened new Fidelity Investment Grade Bond ETF positions in Q2 2023 and 1 closed out, a net change of +5 holders.
- The largest Fidelity Investment Grade Bond ETF buyer in Q2 2023 was Harbour Investments, an estimated $811K added.
- The largest Fidelity Investment Grade Bond ETF seller in Q2 2023 was Adams Wealth Management, an estimated $286K sold.
Based on aggregated 13F filings for Q2 2023.