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Fidelity Corporate Bond ETF

41 hedge funds and large institutions have $41.2M invested in Fidelity Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $36.6M → $41.2M (+$4.55M)

0.89% more ownership

Funds ownership: 24.83%25.71% (+0.89%)

2% less funds holding

Funds holding: 4241 (-1)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
13
Reduced
15
Closed
6
Calls
$149K
Puts
Net Calls
+$149K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$281K -$52.9K -1,155 -16%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$274K -$13K -283 -5%
NPF
28
Norris Perne & French
Michigan
$255K
MSWM
29
McGlone Suttner Wealth Management
Wisconsin
$252K -$61.6K -1,344 -20%
JWCA
30
J.W. Cole Advisors
Florida
$252K +$2.02K +44 +0.8%
SPC
31
Sigma Planning Corp
Michigan
$245K +$245K +5,348 New
MA
32
MAS Advisors
Florida
$226K -$105K -2,298 -32%
TWC
33
TD Waterhouse Canada
Ontario, Canada
$199K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$154K -$18.9K -413 -11%
Toronto Dominion Bank
35
Toronto Dominion Bank
Ontario, Canada
$89K
AWM
36
Activest Wealth Management
Florida
$52.6K +$45.8K +1,001 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$41.3K +$41.3K +902 New
HI
38
Harbour Investments
Wisconsin
$27.4K
BWP
39
Baldwin Wealth Partners
Massachusetts
$22.9K
PIAS
40
PCA Investment Advisory Services
Ohio
$21.6K +$21.6K +472 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$15.6K
Wells Fargo
42
Wells Fargo
California
$7
FAM
43
Family Asset Management
South Carolina
-$4.86M -105,480 Closed
SWP
44
Stratos Wealth Partners
Ohio
-$657K -14,242 Closed
SFS
45
Sowell Financial Services
Arkansas
-$399K -8,651 Closed
CT
46
Colonial Trust
South Carolina
-$126K -2,745 Closed
BA
47
Bellwether Advisors
Nebraska
-$67K -1,453 Closed
AAS
48
Ameritas Advisory Services
Nebraska
-$38.1K -827 Closed

FCOR Hedge Fund Activity: Q2 2023 in Review

41 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q2 2023, worth a combined $41.2M — up 12% from $36.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FCOR and 5 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 13 added.

The largest buyer was Jane Street, adding an estimated $7.05M. The largest seller was Family Asset Management, exiting entirely with an estimated $4.86M sold.

  • 41 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q2 2023, down from 42 in Q1 2023.
  • Funds reported $41.2M of Fidelity Corporate Bond ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 5 funds opened new Fidelity Corporate Bond ETF positions in Q2 2023 and 6 closed out, a net change of -1 holder.
  • The largest Fidelity Corporate Bond ETF buyer in Q2 2023 was Jane Street, an estimated $7.05M added.
  • The largest Fidelity Corporate Bond ETF seller in Q2 2023 was Family Asset Management, an estimated $4.86M sold.

Based on aggregated 13F filings for Q2 2023.