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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.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

25% more capital invested

Capital invested by funds: $31.5M → $39.5M (+$7.96M)

25% more funds holding

Funds holding: 2430 (+6)

0.87% more ownership

Funds ownership: 19.08%19.95% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.4%
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 Holding Trade Value Shares
Change
Change in
Stake
AC
1
Anson Capital
Georgia
$7.77M +$7.7M +180,778 New
KPWS
2
Kestra Private Wealth Services
Texas
$6.18M -$2.17M -50,975 -26%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$4.55M +$823K +19,320 +22%
NWMP
4
Noble Wealth Management PBC
Colorado
$3.46M -$386K -9,050 -10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.09M +$670K +15,721 +28%
FTUS
6
Flow Traders U.S.
New York
$1.54M +$1.53M +35,834 New
Jane Street
7
Jane Street
New York
$1.45M +$785K +18,436 +121%
AAS
8
Avantax Advisory Services
Texas
$1.41M +$14.3K +335 +1%
BFA
9
Bill Few Associates
Pennsylvania
$1.15M +$44.2K +1,037 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.06M -$297K -6,981 -22%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1.06M -$292K -6,845 -22%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.02M +$773K +18,137 +323%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.01M -$64.8K -1,521 -6%
OFG
14
OmniStar Financial Group
North Carolina
$997K -$1.47M -34,476 -60%
Citadel Advisors
15
Citadel Advisors
Florida
$928K +$920K +21,586 New
PWA
16
Peterson Wealth Advisors
Utah
$600K -$68.7K -1,613 -10%
HI
17
Harbour Investments
Wisconsin
$580K -$70.8K -1,661 -11%
KA
18
Kovack Advisors
Florida
$401K +$4.17K +98 +1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$313K
JP Morgan Chase
20
JP Morgan Chase
New York
$229K +$226K +5,316 New
VWS
21
Virtus Wealth Solutions
New Jersey
$220K -$7.58K -178 -3%
AG
22
AmeriFlex Group
Nevada
$195K +$193K +4,528 New
IA
23
IFP Advisors
Florida
$143K +$141K +3,315 New
Fidelity Investments
24
Fidelity Investments
Massachusetts
$37.7K +$23.6K +555 +173%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$29K

FIGB Hedge Fund Activity: Q1 2025 in Review

30 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Bond ETF (FIGB) for Q1 2025, worth a combined $39.5M — up 25% from $31.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FIGB positions and 2 closed out — a net gain of 6 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Anson Capital, opening a new position worth an estimated $7.7M. The largest seller was Kestra Private Wealth Services, cutting an estimated $2.17M.

  • 30 institutional investors held Fidelity Investment Grade Bond ETF (FIGB) as of Q1 2025, up from 24 in Q4 2024.
  • Funds reported $39.5M of Fidelity Investment Grade Bond ETF stock for Q1 2025, up 25% quarter-over-quarter.
  • 8 funds opened new Fidelity Investment Grade Bond ETF positions in Q1 2025 and 2 closed out, a net change of +6 holders.
  • The largest Fidelity Investment Grade Bond ETF buyer in Q1 2025 was Anson Capital, an estimated $7.7M added.
  • The largest Fidelity Investment Grade Bond ETF seller in Q1 2025 was Kestra Private Wealth Services, an estimated $2.17M sold.

Based on aggregated 13F filings for Q1 2025.