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Fidelity Corporate Bond ETF

48 hedge funds and large institutions have $41.9M invested in Fidelity Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

27% more capital invested

Capital invested by funds: $33.1M → $41.9M (+$8.85M)

26% more funds holding

Funds holding: 3848 (+10)

4.64% more ownership

Funds ownership: 21.62%26.26% (+4.6%)

44% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 18

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
10
Reduced
18
Closed
3
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
26
McGlone Suttner Wealth Management
Wisconsin
$377K +$374K +8,413 New
GEA
27
Glen Eagle Advisors
New Jersey
$326K
MA
28
MAS Advisors
Florida
$325K -$1.29K -29 -0.4%
AAS
29
Avantax Advisory Services
Texas
$285K +$74.6K +1,677 +36%
NPF
30
Norris Perne & French
Michigan
$250K
SOS
31
Silver Oak Securities
Tennessee
$246K +$87.8K +1,975 +56%
UBS Group
32
UBS Group
Switzerland
$233K -$509K -11,440 -69%
UCFA
33
United Capital Financial Advisors
Texas
$229K -$160K -3,600 -41%
JWCA
34
J.W. Cole Advisors
Florida
$218K +$5.29K +119 +3%
NA
35
NewEdge Advisors
Louisiana
$213K +$211K +4,754 New
TWC
36
TD Waterhouse Canada
Ontario, Canada
$196K -$12.9K -289 -6%
CT
37
Colonial Trust
South Carolina
$175K +$173K +3,896 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$149K -$222 -5 -0.2%
Toronto Dominion Bank
39
Toronto Dominion Bank
Ontario, Canada
$87K
BA
40
Bellwether Advisors
Nebraska
$65.2K
GJIA
41
Glass Jacobson Investment Advisors
Maryland
$40.1K +$39.8K +895 New
HI
42
Harbour Investments
Wisconsin
$26.9K
BWP
43
Baldwin Wealth Partners
Massachusetts
$22.4K +$22.2K +500 New
MCC
44
Money Concepts Capital
Florida
$20.8K +$20.6K +464 New
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$15.3K
AF
46
Advisornet Financial
Minnesota
$7.49K -$8.63K -194 -54%
FA
47
Fiduciary Alliance
South Carolina
$583 +$578 +13 New
Wells Fargo
48
Wells Fargo
California
$45 +$44 +1 New
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
-$85K -1,942 Closed
TFGT
50
TS Financial Group (TSFG)
Illinois
-$22K -500 Closed

FCOR Hedge Fund Activity: Q4 2022 in Review

48 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q4 2022, worth a combined $41.9M — up 27% from $33.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FCOR positions and 3 closed out — a net gain of 11 holders — while 10 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $3.07M. The largest seller was IFP Advisors, cutting an estimated $2.88M.

  • 48 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q4 2022, up from 38 in Q3 2022.
  • Funds reported $41.9M of Fidelity Corporate Bond ETF stock for Q4 2022, up 27% quarter-over-quarter.
  • 14 funds opened new Fidelity Corporate Bond ETF positions in Q4 2022 and 3 closed out, a net change of +11 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q4 2022 was Jane Street, an estimated $3.07M added.
  • The largest Fidelity Corporate Bond ETF seller in Q4 2022 was IFP Advisors, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2022.