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Fidelity Investment Grade Bond ETF

36 hedge funds and large institutions have $34.4M invested in Fidelity Investment Grade Bond ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

20% more funds holding

Funds holding: 3036 (+6)

3.71% less ownership

Funds ownership: 19.95%16.24% (-3.7%)

13% less capital invested

Capital invested by funds: $39.5M → $34.4M (-$5.11M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
19
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Anson Capital
Georgia
$8.19M +$372K +8,715 +5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$4.49M -$46.8K -1,097 -1%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.03M +$1.98M +46,442 +196%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.93M -$168K -3,936 -5%
FTUS
5
Flow Traders U.S.
New York
$1.91M +$361K +8,452 +24%
AAS
6
Avantax Advisory Services
Texas
$1.43M +$14.6K +343 +1%
BFA
7
Bill Few Associates
Pennsylvania
$1.25M +$84.2K +1,973 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.13M +$61.9K +1,451 +6%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$1.08M +$20.4K +479 +2%
Jane Street
10
Jane Street
New York
$1.07M -$384K -8,998 -27%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.02M +$8.75K +205 +0.9%
JP Morgan Chase
12
JP Morgan Chase
New York
$998K +$759K +17,781 +334%
OFG
13
OmniStar Financial Group
North Carolina
$984K -$15.8K -371 -2%
PWA
14
Peterson Wealth Advisors
Utah
$606K +$2.65K +62 +0.4%
VWS
15
Virtus Wealth Solutions
New Jersey
$571K +$346K +8,098 +158%
HI
16
Harbour Investments
Wisconsin
$554K -$28.2K -661 -5%
IA
17
IFP Advisors
Florida
$545K +$397K +9,295 +280%
KA
18
Kovack Advisors
Florida
$407K +$4.27K +100 +1%
CWAF
19
Core Wealth Advisors (Florida)
Florida
$353K +$349K +8,174 New
LA
20
Latitude Advisors
Florida
$348K +$344K +8,055 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$314K
FF
22
Foronjy Financial
California
$241K +$238K +5,583 New
AG
23
AmeriFlex Group
Nevada
$233K +$37.6K +880 +19%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$216K +$176K +4,125 +471%
KAS
25
Kestra Advisory Services
Texas
$205K +$203K +4,745 New

FIGB Hedge Fund Activity: Q2 2025 in Review

36 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in Fidelity Investment Grade Bond ETF (FIGB) for Q2 2025, worth a combined $34.4M — down 13% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FIGB positions and 3 closed out — a net gain of 7 holders — while 19 added to existing stakes and 5 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.98M. The largest seller was Kestra Private Wealth Services, exiting entirely with an estimated $6.18M sold.

  • 36 institutional investors held Fidelity Investment Grade Bond ETF (FIGB) as of Q2 2025, up from 30 in Q1 2025.
  • Funds reported $34.4M of Fidelity Investment Grade Bond ETF stock for Q2 2025, down 13% quarter-over-quarter.
  • 10 funds opened new Fidelity Investment Grade Bond ETF positions in Q2 2025 and 3 closed out, a net change of +7 holders.
  • The largest Fidelity Investment Grade Bond ETF buyer in Q2 2025 was Osaic Holdings, an estimated $1.98M added.
  • The largest Fidelity Investment Grade Bond ETF seller in Q2 2025 was Kestra Private Wealth Services, an estimated $6.18M sold.

Based on aggregated 13F filings for Q2 2025.