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Fidelity Investment Grade Bond ETF

30 hedge funds and large institutions have $39.5M invested in Fidelity Investment Grade Bond ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
9
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AC
1
Anson Capital
Georgia
$7.77M 180,778 +180,778 New
KPWS
2
Kestra Private Wealth Services
Texas
$6.18M 143,648 -50,975 -26%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$4.55M 105,707 +19,320 +22%
NWMP
4
Noble Wealth Management PBC
Colorado
$3.46M 80,493 -9,050 -10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.09M 71,774 +15,721 +28%
FTUS
6
Flow Traders U.S.
New York
$1.54M 35,834 +35,834 New
Jane Street
7
Jane Street
New York
$1.45M 33,656 +18,436 +121%
AAS
8
Avantax Advisory Services
Texas
$1.41M 32,791 +335 +1%
BFA
9
Bill Few Associates
Pennsylvania
$1.15M 26,844 +1,037 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.06M 24,750 -6,981 -22%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1.06M 24,548 -6,845 -22%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.02M 23,750 +18,137 +323%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.01M 23,408 -1,521 -6%
OFG
14
OmniStar Financial Group
North Carolina
$997K 23,153 -34,476 -60%
Citadel Advisors
15
Citadel Advisors
Florida
$928K 21,586 +21,586 New
PWA
16
Peterson Wealth Advisors
Utah
$600K 13,957 -1,613 -10%
HI
17
Harbour Investments
Wisconsin
$580K 13,480 -1,661 -11%
KA
18
Kovack Advisors
Florida
$401K 9,324 +98 +1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$313K 7,275
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$229K 5,316 +5,316 New
VWS
21
Virtus Wealth Solutions
New Jersey
$220K 5,120 -178 -3%
AG
22
AmeriFlex Group
Nevada
$195K 4,528 +4,528 New
IA
23
IFP Advisors
Florida
$143K 3,315 +3,315 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$37.7K 876 +555 +173%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$29K 685