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Fidelity Corporate Bond ETF
FCOR

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: 55 → 62 (+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
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$2.64M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.04M
3
FTUS
Flow Traders U.S.
New York
+$2.03M
4
Morgan Stanley
Morgan Stanley
New York
+$1.49M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$736K

Top Sellers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
-$5.38M
2
LPL Financial
LPL Financial
California
-$4.08M
3
Jane Street
Jane Street
New York
-$1.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$580K
5
NA
NewEdge Advisors
Louisiana
-$388K
Name Holding Trade Value Shares
Change 		Change in
Stake
Toronto Dominion Bank
51
Toronto Dominion Bank
Ontario, Canada
$90K – – –
BA
52
Bellwether Advisors
Nebraska
$67.4K +$68.6K +1,453 New
EB
53
Eastern Bank
Massachusetts
$52.9K -$12.3K -260 -19%
HI
54
Harbour Investments
Wisconsin
$52.6K +$94 +2 +0.2%
SWM
55
Spire Wealth Management
Virginia
$43.2K +$43.9K +931 New
Fidelity Investments
56
Fidelity Investments
Massachusetts
$34.7K +$8.59K +182 +32%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$34K +$25.2K +533 +267%
Comerica Bank
58
Comerica Bank
Texas
$27.3K – – –
AA
59
Addison Advisors
Vermont
$20.4K – – –
EWA
60
EverSource Wealth Advisors
Alabama
$928 – – –
SS
61
Sunbelt Securities
Texas
$557 – – –
TCM
62
Tradewinds Capital Management
Washington
$358 +$47 +1 +14%
AssetMark Inc
63
AssetMark Inc
California
$20 – – –
Wells Fargo
64
Wells Fargo
California
$3 – – –
Jane Street
65
Jane Street
New York
– -$1.9M -39,352 Closed
NA
66
NewEdge Advisors
Louisiana
– -$388K -8,022 Closed
MA
67
MAS Advisors
Florida
– -$239K -4,950 Closed
BWP
68
Baldwin Wealth Partners
Massachusetts
– -$24.2K -500 Closed
1 2
3

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.