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Fidelity Corporate Bond ETF
FCOR

49 hedge funds and large institutions have $51.1M invested in Fidelity Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

13% more capital invested

Capital invested by funds: $45.4M → $51.1M (+$5.7M)

7% more funds holding

Funds holding: 46 → 49 (+3)

1.69% more ownership

Funds ownership: 21.94% → 23.63% (+1.7%)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
17
Closed
4
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$22K

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$5.47M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.18M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$996K
4
OFG
OmniStar Financial Group
North Carolina
+$607K
5
SWP
Stratos Wealth Partners
Ohio
+$426K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.06M
2
Osaic Holdings
Osaic Holdings
Arizona
-$846K
3
SOS
Silver Oak Securities
Tennessee
-$615K
4
Morgan Stanley
Morgan Stanley
New York
-$519K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$449K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$426K +$426K +9,170 New
PAS
27
Park Avenue Securities
New York
$405K +$159K +3,428 +65%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$385K +$92.8K +2,000 +31%
NPF
29
Norris Perne & French
Michigan
$381K +$49.9K +1,075 +15%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$368K +$136K +2,935 +59%
AWS
31
Atria Wealth Solutions
New York
$363K -$5.34K -115 -1%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$352K -$449K -9,685 -56%
GEA
33
Glen Eagle Advisors
New Jersey
$341K +$6.96K +150 +2%
Citadel Advisors
34
Citadel Advisors
Florida
$278K +$277K +5,975 New
JWCA
35
J.W. Cole Advisors
Florida
$257K +$2.32K +50 +0.9%
AAS
36
Avantax Advisory Services
Texas
$247K -$44.4K -956 -15%
SPC
37
Sigma Planning Corp
Michigan
$243K +$242K +5,215 New
MSWM
38
McGlone Suttner Wealth Management
Wisconsin
$235K – – –
MA
39
MAS Advisors
Florida
$230K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$159K -$93 -2 -0.1%
CFB
41
Cullen/Frost Bankers
Texas
$155K +$155K +3,331 New
TWC
42
TD Waterhouse Canada
Ontario, Canada
$128K -$97.3K -2,097 -43%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$104K +$102K +2,203 +8,473%
Toronto Dominion Bank
44
Toronto Dominion Bank
Ontario, Canada
$90.4K – – –
HI
45
Harbour Investments
Wisconsin
$52.6K – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$30.7K +$30.6K +660 New
Comerica Bank
47
Comerica Bank
Texas
$27.4K -$96.5K -2,080 -78%
BWP
48
Baldwin Wealth Partners
Massachusetts
$23.3K – – –
Wells Fargo
49
Wells Fargo
California
$46 +$46 +1 New
SOS
50
Silver Oak Securities
Tennessee
– -$615K -13,077 Closed
1
2
3

FCOR Hedge Fund Activity: Q1 2024 in Review

49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q1 2024, worth a combined $51.1M — up 13% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FCOR positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $5.47M. The largest seller was Jane Street, cutting an estimated $1.06M.

  • 49 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q1 2024, up from 46 in Q4 2023.
  • Funds reported $51.1M of Fidelity Corporate Bond ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 7 funds opened new Fidelity Corporate Bond ETF positions in Q1 2024 and 4 closed out, a net change of +3 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q1 2024 was Kestra Advisory Services, an estimated $5.47M added.
  • The largest Fidelity Corporate Bond ETF seller in Q1 2024 was Jane Street, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2024.