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Fidelity Corporate Bond ETF

48 hedge funds and large institutions have $41.9M invested in Fidelity Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

27% more capital invested

Capital invested by funds: $33.1M → $41.9M (+$8.85M)

26% more funds holding

Funds holding: 3848 (+10)

4.64% more ownership

Funds ownership: 21.62%26.26% (+4.6%)

44% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 18

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
10
Reduced
18
Closed
3
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.84M -$334K -7,512 -5%
Jane Street
2
Jane Street
New York
$4.5M +$3.07M +69,083 +221%
FAM
3
Family Asset Management
South Carolina
$4.42M +$4.38M +98,572 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.81M -$625K -14,045 -18%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.31M +$54.8K +1,232 +2%
Bank of America
6
Bank of America
North Carolina
$2.1M +$714K +16,065 +52%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.04M -$623K -14,008 -24%
HPM
8
Hoxton Planning & Management
West Virginia
$1.7M +$1.68M +37,806 New
MFA
9
Millington Financial Advisors
Illinois
$1.6M +$1.58M +35,603 New
ICM
10
Islay Capital Management
Texas
$1.15M +$16.1K +363 +1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.08M +$1.07M +24,066 New
IA
12
IFP Advisors
Florida
$1.04M -$2.88M -64,834 -75%
SXL
13
Summit X LLC
Missouri
$1.01M +$425K +9,559 +78%
Morgan Stanley
14
Morgan Stanley
New York
$836K -$56.9K -1,280 -6%
RWP
15
RWA Wealth Partners
Massachusetts
$814K -$559K -12,574 -42%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$689K +$140K +3,157 +26%
MML Investors Services
17
MML Investors Services
Massachusetts
$671K -$19.3K -433 -3%
SWP
18
Stratos Wealth Partners
Ohio
$639K +$633K +14,242 New
KAS
19
Kestra Advisory Services
Texas
$524K -$77.2K -1,737 -13%
ASN
20
Advisory Services Network
Georgia
$511K -$75.4K -1,695 -13%
OPS
21
Orion Portfolio Solutions
Nebraska
$485K -$25.5K -573 -5%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$437K +$433K +9,748 New
PAS
23
Park Avenue Securities
New York
$432K +$86.7K +1,949 +25%
AWS
24
Atria Wealth Solutions
New York
$411K -$171K -3,842 -30%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$385K -$744K -16,735 -66%

FCOR Hedge Fund Activity: Q4 2022 in Review

48 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q4 2022, worth a combined $41.9M — up 27% from $33.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FCOR positions and 3 closed out — a net gain of 11 holders — while 10 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $3.07M. The largest seller was IFP Advisors, cutting an estimated $2.88M.

  • 48 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q4 2022, up from 38 in Q3 2022.
  • Funds reported $41.9M of Fidelity Corporate Bond ETF stock for Q4 2022, up 27% quarter-over-quarter.
  • 14 funds opened new Fidelity Corporate Bond ETF positions in Q4 2022 and 3 closed out, a net change of +11 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q4 2022 was Jane Street, an estimated $3.07M added.
  • The largest Fidelity Corporate Bond ETF seller in Q4 2022 was IFP Advisors, an estimated $2.88M sold.

Based on aggregated 13F filings for Q4 2022.