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Fidelity Corporate Bond ETF

42 hedge funds and large institutions have $36.6M invested in Fidelity Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.43% less ownership

Funds ownership: 26.26%24.83% (-1.4%)

13% less funds holding

Funds holding: 4842 (-6)

13% less capital invested

Capital invested by funds: $41.9M → $36.6M (-$5.34M)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
42
Holders Change
-6
Holders Change %
-12.5%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
12
Reduced
15
Closed
9
Calls
$128K
Puts
Net Calls
+$128K
Net Calls Change
+$124K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
MAS Advisors
Florida
$334K
MSWM
27
McGlone Suttner Wealth Management
Wisconsin
$316K -$71.4K -1,556 -18%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$290K -$159K -3,464 -36%
NPF
29
Norris Perne & French
Michigan
$257K
SOS
30
Silver Oak Securities
Tennessee
$253K
JWCA
31
J.W. Cole Advisors
Florida
$252K +$27.2K +592 +12%
TWC
32
TD Waterhouse Canada
Ontario, Canada
$202K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$174K +$20.4K +445 +13%
CT
34
Colonial Trust
South Carolina
$126K -$52.8K -1,151 -30%
Toronto Dominion Bank
35
Toronto Dominion Bank
Ontario, Canada
$90K
UBS Group
36
UBS Group
Switzerland
$81.8K -$158K -3,432 -66%
BA
37
Bellwether Advisors
Nebraska
$67K
AAS
38
Ameritas Advisory Services
Nebraska
$38.1K +$38K +827 New
HI
39
Harbour Investments
Wisconsin
$27.7K
BWP
40
Baldwin Wealth Partners
Massachusetts
$23.1K
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$15.7K
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$661 -$47.5K -1,034 -7%
Wells Fargo
43
Wells Fargo
California
$28 -$46 -1 Closed
SXL
44
Summit X LLC
Missouri
-$1.01M -21,805 Closed
OPS
45
Orion Portfolio Solutions
Nebraska
-$485K -10,824 Closed
PAS
46
Park Avenue Securities
New York
-$432K -9,644 Closed
UCFA
47
United Capital Financial Advisors
Texas
-$229K -5,100 Closed
NA
48
NewEdge Advisors
Louisiana
-$213K -4,754 Closed
MCC
49
Money Concepts Capital
Florida
-$20.8K -464 Closed
AF
50
Advisornet Financial
Minnesota
-$7.49K -167 Closed

FCOR Hedge Fund Activity: Q1 2023 in Review

42 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q1 2023, worth a combined $36.6M — down 13% from $41.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FCOR and 4 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 12 added.

The largest buyer was Calton & Associates, opening a new position worth an estimated $3.08M. The largest seller was Jane Street, cutting an estimated $3.89M.

  • 42 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q1 2023, down from 48 in Q4 2022.
  • Funds reported $36.6M of Fidelity Corporate Bond ETF stock for Q1 2023, down 13% quarter-over-quarter.
  • 4 funds opened new Fidelity Corporate Bond ETF positions in Q1 2023 and 9 closed out, a net change of -5 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q1 2023 was Calton & Associates, an estimated $3.08M added.
  • The largest Fidelity Corporate Bond ETF seller in Q1 2023 was Jane Street, an estimated $3.89M sold.

Based on aggregated 13F filings for Q1 2023.