Fidelity Investment Grade Bond ETF
FIGB
12 hedge funds and large institutions have $6.43M invested in Fidelity Investment Grade Bond ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
13.08% less ownership
Funds ownership: 29.5% → 16.42% (-13%)
29% less capital invested
Capital invested by funds: $9.07M → $6.43M (-$2.64M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$847K |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$549K |
| 3 |
HIP
HUB Investment Partners
Austin,
Texas
|
+$318K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$303K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$114K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.71M |
| 2 |
AFG
AFS Financial Group
Bethesda,
Maryland
|
-$992K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$516K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$470K |
| 5 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$276K |
FIGB Hedge Fund Activity: Q4 2023 in Review
12 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Bond ETF (FIGB) for Q4 2023, worth a combined $6.43M — down 29% from $9.07M a quarter earlier.
Fund positioning in FIGB was balanced in Q4 2023: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 2 trimmed.
The largest buyer was Harbour Investments, adding an estimated $847K. The largest seller was Jane Street, cutting an estimated $2.71M.
- 12 institutional investors held Fidelity Investment Grade Bond ETF (FIGB) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $6.43M of Fidelity Investment Grade Bond ETF stock for Q4 2023, down 29% quarter-over-quarter.
- 4 funds opened new Fidelity Investment Grade Bond ETF positions in Q4 2023 and 4 closed out, a net change of 0 holders.
- The largest Fidelity Investment Grade Bond ETF buyer in Q4 2023 was Harbour Investments, an estimated $847K added.
- The largest Fidelity Investment Grade Bond ETF seller in Q4 2023 was Jane Street, an estimated $2.71M sold.
Based on aggregated 13F filings for Q4 2023.