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Fidelity Corporate Bond ETF

48 hedge funds and large institutions have $54.7M invested in Fidelity Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

7% more capital invested

Capital invested by funds: $51.1M → $54.7M (+$3.63M)

2.64% more ownership

Funds ownership: 23.63%26.27% (+2.6%)

2% less funds holding

Funds holding: 4948 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
23
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$421K +$420K +9,145 New
NPF
27
Norris Perne & French
Michigan
$415K +$37.3K +813 +10%
MML Investors Services
28
MML Investors Services
Massachusetts
$402K -$30.1K -655 -7%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$399K +$49.8K +1,084 +14%
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$385K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$364K +$138 +3 +0%
GEA
32
Glen Eagle Advisors
New Jersey
$338K +$919 +20 +0.3%
AWS
33
Atria Wealth Solutions
New York
$320K -$39.7K -865 -11%
Creative Planning
34
Creative Planning
Kansas
$313K +$312K +6,800 New
JWCA
35
J.W. Cole Advisors
Florida
$278K +$23.9K +521 +9%
MSWM
36
McGlone Suttner Wealth Management
Wisconsin
$237K
SPC
37
Sigma Planning Corp
Michigan
$232K -$8.13K -177 -3%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$230K +$230K +4,999 New
MA
39
MAS Advisors
Florida
$228K
CFB
40
Cullen/Frost Bankers
Texas
$221K +$67.5K +1,469 +44%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$158K
TWC
42
TD Waterhouse Canada
Ontario, Canada
$90.9K -$36.1K -787 -28%
Toronto Dominion Bank
43
Toronto Dominion Bank
Ontario, Canada
$89.5K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$84.9K +$84.7K +1,844 New
HI
45
Harbour Investments
Wisconsin
$52.1K
Comerica Bank
46
Comerica Bank
Texas
$27.1K
BWP
47
Baldwin Wealth Partners
Massachusetts
$23K
Fidelity Investments
48
Fidelity Investments
Massachusetts
$10.4K -$92K -2,003 -90%
Wells Fargo
49
Wells Fargo
California
$15 -$46 -1 Closed
LNC
50
Lincoln National Corp
Pennsylvania
-$696K -14,964 Closed

FCOR Hedge Fund Activity: Q2 2024 in Review

48 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q2 2024, worth a combined $54.7M — up 7.1% from $51.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FCOR and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 23 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $3.37M. The largest seller was Jane Street, cutting an estimated $1.42M.

  • 48 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q2 2024, down from 49 in Q1 2024.
  • Funds reported $54.7M of Fidelity Corporate Bond ETF stock for Q2 2024, up 7.1% quarter-over-quarter.
  • 4 funds opened new Fidelity Corporate Bond ETF positions in Q2 2024 and 5 closed out, a net change of -1 holder.
  • The largest Fidelity Corporate Bond ETF buyer in Q2 2024 was Commonwealth Equity Services, an estimated $3.37M added.
  • The largest Fidelity Corporate Bond ETF seller in Q2 2024 was Jane Street, an estimated $1.42M sold.

Based on aggregated 13F filings for Q2 2024.