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Fidelity Investment Grade Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

54% more capital invested

Capital invested by funds: $20.4M → $31.5M (+$11.1M)

20% more funds holding

Funds holding: 2024 (+4)

3.89% more ownership

Funds ownership: 15.19%19.08% (+3.9%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
1
Kestra Private Wealth Services
Texas
$8.24M +$1.58M +36,691 +23%
NWMP
2
Noble Wealth Management PBC
Colorado
$3.79M +$3.85M +89,543 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.66M +$3.05M +70,930 +459%
OFG
4
OmniStar Financial Group
North Carolina
$2.44M +$8.94K +208 +0.4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.37M +$1.11M +25,752 +85%
PAS
6
PKS Advisory Services
New York
$1.55M +$1.57M +36,558 New
AAS
7
Avantax Advisory Services
Texas
$1.37M +$1.4M +32,456 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.34M +$1.36M +31,731 New
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$1.33M +$1.22M +28,321 +922%
BFA
10
Bill Few Associates
Pennsylvania
$1.09M +$176K +4,102 +19%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.05M -$606K -14,096 -36%
PWA
12
Peterson Wealth Advisors
Utah
$658K +$454K +10,549 +210%
Jane Street
13
Jane Street
New York
$644K -$699K -16,246 -52%
HI
14
Harbour Investments
Wisconsin
$641K +$19.4K +452 +3%
KA
15
Kovack Advisors
Florida
$391K -$15.7K -366 -4%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$308K
Osaic Holdings
17
Osaic Holdings
Arizona
$238K +$47.1K +1,096 +24%
VWS
18
Virtus Wealth Solutions
New Jersey
$224K +$228K +5,298 New
MCM
19
MidAtlantic Capital Management
Virginia
$74.5K +$75.6K +1,759 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$29K +$29.5K +685 New
DFA
21
DHJJ Financial Advisors
Illinois
$19.5K
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$15.1K
Fidelity Investments
23
Fidelity Investments
Massachusetts
$13.6K -$27.3K -635 -66%
LOIP
24
Live Oak Investment Partners
Texas
$1.91K
Morgan Stanley
25
Morgan Stanley
New York
$529 +$129 +3 +33%

FIGB Hedge Fund Activity: Q4 2024 in Review

24 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Bond ETF (FIGB) for Q4 2024, worth a combined $31.5M — up 54% from $20.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FIGB positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $3.05M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.96M sold.

  • 24 institutional investors held Fidelity Investment Grade Bond ETF (FIGB) as of Q4 2024, up from 20 in Q3 2024.
  • Funds reported $31.5M of Fidelity Investment Grade Bond ETF stock for Q4 2024, up 54% quarter-over-quarter.
  • 7 funds opened new Fidelity Investment Grade Bond ETF positions in Q4 2024 and 3 closed out, a net change of +4 holders.
  • The largest Fidelity Investment Grade Bond ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $3.05M added.
  • The largest Fidelity Investment Grade Bond ETF seller in Q4 2024 was Citadel Advisors, an estimated $1.96M sold.

Based on aggregated 13F filings for Q4 2024.