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Fidelity Corporate Bond ETF

46 hedge funds and large institutions have $45.4M invested in Fidelity Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 4546 (+1)

1% more capital invested

Capital invested by funds: $45.1M → $45.4M (+$325K)

3.83% less ownership

Funds ownership: 25.77%21.94% (-3.8%)

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$371K -$17.8K -400 -5%
GEA
27
Glen Eagle Advisors
New Jersey
$338K +$6.24K +140 +2%
NPF
28
Norris Perne & French
Michigan
$335K +$68.8K +1,544 +28%
National Bank of Canada
29
National Bank of Canada
Quebec, Canada
$299K +$285K +6,401 New
AAS
30
Avantax Advisory Services
Texas
$295K +$3.03K +68 +1%
CA
31
Calton & Associates
Florida
$261K +$248K +5,561 New
JWCA
32
J.W. Cole Advisors
Florida
$257K -$25.7K -577 -10%
PAS
33
Park Avenue Securities
New York
$249K +$236K +5,292 New
MSWM
34
McGlone Suttner Wealth Management
Wisconsin
$237K -$46.4K -1,041 -17%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$234K -$61.8K -1,386 -22%
MA
36
MAS Advisors
Florida
$233K
TWC
37
TD Waterhouse Canada
Ontario, Canada
$226K +$92.9K +2,084 +75%
OMC
38
Old Mission Capital
Illinois
$211K -$70.9K -1,591 -26%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$161K
Comerica Bank
40
Comerica Bank
Texas
$125K -$140K -3,150 -54%
Toronto Dominion Bank
41
Toronto Dominion Bank
Ontario, Canada
$91.4K
HI
42
Harbour Investments
Wisconsin
$53.2K +$23.7K +532 +89%
BWP
43
Baldwin Wealth Partners
Massachusetts
$23.5K
PS
44
Principal Securities
Iowa
$2.92K +$2.76K +62 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$1.21K -$108K -2,418 -99%
DCM
46
Davis Capital Management
Florida
$47 +$45 +1 New
Wells Fargo
47
Wells Fargo
California
$13 -$45 -1 Closed
RL
48
Retireful LLC
Michigan
-$4.81M -110,034 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$362K -8,281 Closed
SPC
50
Sigma Planning Corp
Michigan
-$235K -5,377 Closed

FCOR Hedge Fund Activity: Q4 2023 in Review

46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q4 2023, worth a combined $45.4M — up 0.72% from $45.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FCOR positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.08M. The largest seller was Retireful LLC, exiting entirely with an estimated $4.81M sold.

  • 46 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q4 2023, up from 45 in Q3 2023.
  • Funds reported $45.4M of Fidelity Corporate Bond ETF stock for Q4 2023, up 0.72% quarter-over-quarter.
  • 7 funds opened new Fidelity Corporate Bond ETF positions in Q4 2023 and 6 closed out, a net change of +1 holder.
  • The largest Fidelity Corporate Bond ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $2.08M added.
  • The largest Fidelity Corporate Bond ETF seller in Q4 2023 was Retireful LLC, an estimated $4.81M sold.

Based on aggregated 13F filings for Q4 2023.