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Fidelity Corporate Bond ETF

62 hedge funds and large institutions have $72M invested in Fidelity Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

100% more call options, than puts

Call options by funds: $8K | Put options by funds: $4K

98.25% more ownership

Funds ownership: 27.62%125.87% (+98%)

13% more funds holding

Funds holding: 5562 (+7)

9% more capital invested

Capital invested by funds: $66M → $72M (+$6M)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
28
Reduced
14
Closed
4
Calls
$8K
Puts
$4K
Net Calls
+$4K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$661K +$13.6K +289 +2%
CTA
27
Camelot Technology Advisors
California
$627K +$1.13K +24 +0.2%
PAS
28
Park Avenue Securities
New York
$605K +$5.57K +118 +0.9%
ASN
29
Advisory Services Network
Georgia
$576K -$30.5K -647 -5%
GM
30
GeoWealth Management
Illinois
$546K -$5.38M -113,904 -91%
GEA
31
Glen Eagle Advisors
New Jersey
$468K +$17.5K +370 +4%
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$444K +$65.1K +1,380 +17%
MML Investors Services
33
MML Investors Services
Massachusetts
$443K +$16.9K +357 +4%
RWP
34
RWA Wealth Partners
Massachusetts
$442K
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$438K +$185K +3,922 +71%
NPF
36
Norris Perne & French
Michigan
$420K +$2.36K +50 +0.6%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$314K -$18.4K -390 -6%
AWS
38
Atria Wealth Solutions
New York
$309K -$13.3K -282 -4%
Citadel Advisors
39
Citadel Advisors
Florida
$303K +$309K +6,538 New
SIM
40
Stratos Investment Management
Ohio
$294K +$299K +6,332 New
KA
41
Kovack Advisors
Florida
$289K +$294K +6,232 New
JWCA
42
J.W. Cole Advisors
Florida
$276K -$13.1K -277 -4%
SPC
43
Sigma Planning Corp
Michigan
$247K +$21.5K +456 +9%
PI
44
PFG Investments
New York
$238K -$19K -402 -7%
VWS
45
Virtus Wealth Solutions
New Jersey
$227K +$231K +4,893 New
MSWM
46
McGlone Suttner Wealth Management
Wisconsin
$212K +$215K +4,564 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$164K
NWMP
48
Noble Wealth Management PBC
Colorado
$160K +$162K +3,440 New
TWC
49
TD Waterhouse Canada
Ontario, Canada
$91.9K
AWM
50
AE Wealth Management
Kansas
$90.2K -$146K -3,100 -61%

FCOR Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q4 2024, worth a combined $72M — up 9.1% from $66M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FCOR positions and 4 closed out — a net gain of 8 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $2.64M. The largest seller was GeoWealth Management, cutting an estimated $5.38M.

  • 62 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q4 2024, up from 55 in Q3 2024.
  • Funds reported $72M of Fidelity Corporate Bond ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 12 funds opened new Fidelity Corporate Bond ETF positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q4 2024 was Kestra Advisory Services, an estimated $2.64M added.
  • The largest Fidelity Corporate Bond ETF seller in Q4 2024 was GeoWealth Management, an estimated $5.38M sold.

Based on aggregated 13F filings for Q4 2024.