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Fidelity Investment Grade Bond ETF
FIGB

12 hedge funds and large institutions have $9.07M invested in Fidelity Investment Grade Bond ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

28% more capital invested

Capital invested by funds: $7.07M → $9.07M (+$2M)

9% more funds holding

Funds holding: 11 → 12 (+1)

7.14% less ownership

Funds ownership: 36.64% → 29.5% (-7.1%)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.37M
2
AWM
Adams Wealth Management
Utah
+$284K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$246K
4
Osaic Holdings
Osaic Holdings
Arizona
+$126K
5
BFA
Bill Few Associates
Pennsylvania
+$103K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$203K
2
HI
Harbour Investments
Wisconsin
-$198K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$177K
4
AFG
AFS Financial Group
Maryland
-$82.5K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$59.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$3.98M +$2.37M +56,169 +137%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.02M +$126K +2,992 +14%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.01M -$59.3K -1,405 -5%
AFG
4
AFS Financial Group
Maryland
$992K -$82.5K -1,956 -7%
HI
5
Harbour Investments
Wisconsin
$627K -$198K -4,704 -24%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$470K -$203K -4,816 -30%
BFA
7
Bill Few Associates
Pennsylvania
$422K +$103K +2,430 +31%
AWM
8
Adams Wealth Management
Utah
$276K +$284K +6,732 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$239K +$246K +5,821 New
DFA
10
DHJJ Financial Advisors
Illinois
$28.3K +$29.1K +690 New
LOIP
11
Live Oak Investment Partners
Texas
$4.14K – – –
UBS Group
12
UBS Group
Switzerland
$492 -$44.5K -1,054 -99%
Morgan Stanley
13
Morgan Stanley
New York
$82 +$84 +2 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
– -$177K -4,106 Closed
Bank of America
15
Bank of America
North Carolina
– -$18K -419 Closed
Fidelity Investments
16
Fidelity Investments
Massachusetts
– -$43 -1 Closed

FIGB Hedge Fund Activity: Q3 2023 in Review

12 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Bond ETF (FIGB) for Q3 2023, worth a combined $9.07M — up 28% from $7.07M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FIGB positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, adding an estimated $2.37M. The largest seller was Envestnet Asset Management, cutting an estimated $203K.

  • 12 institutional investors held Fidelity Investment Grade Bond ETF (FIGB) as of Q3 2023, up from 11 in Q2 2023.
  • Funds reported $9.07M of Fidelity Investment Grade Bond ETF stock for Q3 2023, up 28% quarter-over-quarter.
  • 4 funds opened new Fidelity Investment Grade Bond ETF positions in Q3 2023 and 3 closed out, a net change of +1 holder.
  • The largest Fidelity Investment Grade Bond ETF buyer in Q3 2023 was Jane Street, an estimated $2.37M added.
  • The largest Fidelity Investment Grade Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $203K sold.

Based on aggregated 13F filings for Q3 2023.