Fidelity Investment Grade Bond ETF
FIGB
12 hedge funds and large institutions have $7.96M invested in Fidelity Investment Grade Bond ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
24% more capital invested
Capital invested by funds: $6.43M → $7.96M (+$1.53M)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
2.09% less ownership
Funds ownership: 16.42% → 14.33% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFG
OmniStar Financial Group
Wilmington,
North Carolina
|
+$918K |
| 2 |
Jane Street
New York
|
+$570K |
| 3 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$350K |
| 4 |
Morgan Stanley
New York
|
+$184K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$182K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$581K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$229K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$37K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$44 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.95M | +$570K | +13,315 | +41% |
|
|
HI
2
Harbour Investments
Madison,
Wisconsin
| $1.29M | -$229K | -5,356 | -15% |
|
|
OFG
3
OmniStar Financial Group
Wilmington,
North Carolina
| $916K | +$918K | +21,423 | New |
|
4
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $732K | +$170K | +3,964 | +30% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $711K | +$182K | +4,253 | +34% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $599K | -$581K | -13,569 | -49% |
|
|
BFA
7
Bill Few Associates
Pittsburgh,
Pennsylvania
| $449K | +$6.86K | +160 | +2% |
|
|
HIP
8
HUB Investment Partners
Austin,
Texas
| $443K | +$117K | +2,720 | +36% |
|
|
KA
9
Kovack Advisors
Ft. Lauderdale,
Florida
| $349K | +$350K | +8,173 | New |
|
10
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $311K | – | – | – |
|
|
11
Morgan Stanley
New York
| $184K | +$184K | +4,299 | +107,475% |
|
|
DFA
12
DHJJ Financial Advisors
Naperville,
Illinois
| $29.5K | – | – | – |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$37K | -850 | Closed |
|
|
14
Fidelity Investments
Boston,
Massachusetts
| – | -$44 | -1 | Closed |
|
FIGB Hedge Fund Activity: Q1 2024 in Review
12 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Bond ETF (FIGB) for Q1 2024, worth a combined $7.96M — up 24% from $6.43M a quarter earlier.
Fund positioning in FIGB was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 2 trimmed.
The largest buyer was OmniStar Financial Group, opening a new position worth an estimated $918K. The largest seller was Osaic Holdings, cutting an estimated $581K.
- 12 institutional investors held Fidelity Investment Grade Bond ETF (FIGB) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $7.96M of Fidelity Investment Grade Bond ETF stock for Q1 2024, up 24% quarter-over-quarter.
- 2 funds opened new Fidelity Investment Grade Bond ETF positions in Q1 2024 and 2 closed out, a net change of 0 holders.
- The largest Fidelity Investment Grade Bond ETF buyer in Q1 2024 was OmniStar Financial Group, an estimated $918K added.
- The largest Fidelity Investment Grade Bond ETF seller in Q1 2024 was Osaic Holdings, an estimated $581K sold.
Based on aggregated 13F filings for Q1 2024.