Fidelity Corporate Bond ETF
FCOR
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.
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: 45 → 46 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.08M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.33M |
| 3 |
Morgan Stanley
New York
|
+$525K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$428K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$427K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RL
Retireful LLC
Haslett,
Michigan
|
-$4.81M |
| 2 |
Jane Street
New York
|
-$2.64M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$419K |
| 4 |
ICM
Islay Capital Management
Lubbock,
Texas
|
-$398K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$362K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$15.2K | -340 | Closed |
|
|
BWM
52
Baystate Wealth Management
Boston,
Massachusetts
| – | -$1.71K | -39 | 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.