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Fidelity Investment Grade Bond ETF
FIGB

Overview Fund Activity

24 hedge funds and large institutions have $31.5M invested in Fidelity Investment Grade Bond ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
10
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.66M
2
KPWS
2
Kestra Private Wealth Services
Texas
$8.24M
3
AAS
3
Avantax Advisory Services
Texas
$1.37M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.34M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.33M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Jane Street
2
Jane Street
New York
$644K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.06M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
HIP
5
HUB Investment Partners
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
1
Kestra Private Wealth Services
Texas
$8.24M 194,623 +36,691 +23%
NWMP
2
Noble Wealth Management PBC
Colorado
$3.79M 89,543 +89,543 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.66M 86,387 +70,930 +459%
OFG
4
OmniStar Financial Group
North Carolina
$2.44M 57,629 +208 +0.4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.37M 56,053 +25,752 +85%
PAS
6
PKS Advisory Services
New York
$1.55M 36,558 +36,558 New
AAS
7
Avantax Advisory Services
Texas
$1.37M 32,456 +32,456 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.34M 31,731 +31,731 New
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$1.33M 31,393 +28,321 +922%
BFA
10
Bill Few Associates
Pennsylvania
$1.09M 25,807 +4,102 +19%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.06M 24,929 -14,096 -36%
PWA
12
Peterson Wealth Advisors
Utah
$658K 15,570 +10,549 +210%
Jane Street
13
Jane Street
New York
$644K 15,220 -16,246 -52%
HI
14
Harbour Investments
Wisconsin
$641K 15,141 +452 +3%
KA
15
Kovack Advisors
Florida
$391K 9,226 -366 -4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$308K 7,275 – –
Osaic Holdings
17
Osaic Holdings
Arizona
$238K 5,613 +1,096 +24%
VWS
18
Virtus Wealth Solutions
New Jersey
$224K 5,298 +5,298 New
MCM
19
MidAtlantic Capital Management
Virginia
$74.5K 1,759 +1,759 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$29K 685 +685 New
DFA
21
DHJJ Financial Advisors
Illinois
$19.5K 460 – –
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$15.1K 357 – –
Fidelity Investments
23
Fidelity Investments
Massachusetts
$13.6K 321 -635 -66%
LOIP
24
Live Oak Investment Partners
Texas
– – – –
Morgan Stanley
25
Morgan Stanley
New York
$529 12 +3 +33%
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