Fidelity Invest GRD BND ETFFIGBETF

13F holders, Q1 2025 (March 31)
30holders +6
8new positions
2sold out
1famous investor
$43.00avg. 13F price*

At the end of Q1 2025, 30 institutions reported holding Fidelity Invest GRD BND ETF (FIGB) in their 13F filings, up 6 from Q4 2024. 8 opened new positions and 2 sold out. The largest holders were Anson Capital, Inc. ($7.8M), Kestra Private Wealth Services, LLC ($6.2M) and Wealth Enhancement Advisory Services, LLC ($4.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Fidelity Invest GRD BND ETF
CUSIP
316188606
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 12Q1 2024Q2 2024: 17Q2 2024Q3 2024: 20Q3 2024Q4 2024: 24Q4 2024Q1 2025: 30Q1 2025Q2 2025: 36Q2 2025Q3 2025: 40Q3 2025Q4 2025: 49Q4 2025Q1 2026: 56Q1 2026Q2 2026: 62Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions8$10.8M
Exits2$1.6M

All 13F filers, Q4 2024 → Q1 2025: 325,263 shares bought and 151,647 shares sold, net +173,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Anson Capital, Inc. 6.68% New 180,778 $7.8M
Kestra Private Wealth Services, LLC 0.10% Reduce -26.2% 143,648 $6.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +22.4% 105,707 $4.5M
Noble Wealth Management PBC 2.37% Reduce -10.1% 80,493 $3.5M
Commonwealth Equity Services, LLC 0.00% Add +28.1% 71,774 $3.1M
Flow Traders U.S. LLC 0.07% New 35,834 $1.5M
Jane Street Group, LLC 0.00% Add +121.1% 33,656 $1.4M
Avantax Advisory Services, Inc. 0.01% Add +1.0% 32,791 $1.4M
Bill Few Associates, Inc. 0.41% Add +4.0% 26,844 $1.2M
Envestnet Asset Management Inc. 0.00% Reduce -22.0% 24,750 $1.1M
PNC Financial Services Group, Inc. 0.00% Reduce -21.8% 24,548 $1.1M
Osaic Holdings, Inc. 0.00% Add +323.1% 23,750 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.1% 23,408 $1.0M
OmniStar Financial Group, Inc. 0.79% Reduce -59.8% 23,153 $997K
Citadel Advisors 0.00% New 21,586 $928K
Peterson Wealth Advisors, LLC 0.12% Reduce -10.4% 13,957 $600K
Harbour Investments, Inc. 0.02% Reduce -11.0% 13,480 $580K
Kovack Advisors, Inc. 0.04% Add +1.1% 9,324 $401K
Janney Montgomery Scott LLC 0.00% No change 7,275 $313K
JPMorgan Chase & Co. 0.00% New 5,316 $229K
Virtus Wealth Solutions LLC 0.07% Reduce -3.4% 5,120 $220K
Ameriflex Group, Inc. 0.08% New 4,528 $195K
IFP Advisors, Inc 0.00% New 3,315 $143K
FMR LLC 0.00% Add +172.9% 876 $38K
Cwm, LLC 0.00% No change 685 $29K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -6.5% 430 $18K
Bank of Montreal 0.00% No change 357 $15K
Arax Advisory Partners 0.00% New 245 $11K
Morgan Stanley 0.00% Add +41.7% 17 $743
Northwestern Mutual Wealth Management Co. 0.00% New 17 $731

"% of holder's portfolio" is FIGB's weight in each manager's 13F, not the share of Fidelity Invest GRD BND ETF the manager owns.