Fidelity Corporate Bond ETF
FCOR
55 hedge funds and large institutions have $66M invested in Fidelity Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
62% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 13
21% more capital invested
Capital invested by funds: $54.7M → $66M (+$11.3M)
15% more funds holding
Funds holding: 48 → 55 (+7)
1.35% more ownership
Funds ownership: 26.27% → 27.62% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.35M |
| 2 |
Jane Street
New York
|
+$1.15M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.09M |
| 4 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$803K |
| 5 |
LPL Financial
San Diego,
California
|
+$728K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.27M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$421K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$364K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$313K |
| 5 |
MSWM
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
-$237K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
51
Addison Advisors
Middlebury,
Vermont
| $21.2K | +$20.9K | +439 | New |
|
52
Jones Financial Companies
Des Peres,
Missouri
| $9.68K | +$9.51K | +200 | New |
|
|
EWA
53
EverSource Wealth Advisors
Birmingham,
Alabama
| $967 | +$951 | +20 | New |
|
|
SS
54
Sunbelt Securities
Houston,
Texas
| $580 | +$571 | +12 | New |
|
|
TCM
55
Tradewinds Capital Management
Bellingham,
Washington
| $361 | +$333 | +7 | New |
|
|
FAM
56
Family Asset Management
Charleston,
South Carolina
| $21 | – | – | – |
|
57
Wells Fargo
San Francisco,
California
| $5 | – | – | – |
|
|
58
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$364K | -7,907 | Closed |
|
|
59
Creative Planning
Overland Park,
Kansas
| – | -$313K | -6,800 | Closed |
|
|
MSWM
60
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| – | -$237K | -5,049 | Closed |
|
FCOR Hedge Fund Activity: Q3 2024 in Review
55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q3 2024, worth a combined $66M — up 21% from $54.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FCOR positions and 3 closed out — a net gain of 7 holders — while 21 added to existing stakes and 13 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $3.35M. The largest seller was Kestra Advisory Services, cutting an estimated $1.27M.
- 55 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q3 2024, up from 48 in Q2 2024.
- Funds reported $66M of Fidelity Corporate Bond ETF stock for Q3 2024, up 21% quarter-over-quarter.
- 10 funds opened new Fidelity Corporate Bond ETF positions in Q3 2024 and 3 closed out, a net change of +7 holders.
- The largest Fidelity Corporate Bond ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $3.35M added.
- The largest Fidelity Corporate Bond ETF seller in Q3 2024 was Kestra Advisory Services, an estimated $1.27M sold.
Based on aggregated 13F filings for Q3 2024.