Fidelity Corporate Bond ETF
FCOR
45 hedge funds and large institutions have $45.1M invested in Fidelity Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
10% more funds holding
Funds holding: 41 → 45 (+4)
9% more capital invested
Capital invested by funds: $41.2M → $45.1M (+$3.91M)
0.06% more ownership
Funds ownership: 25.71% → 25.77% (+0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$4.62M |
| 2 |
RL
Retireful LLC
Haslett,
Michigan
|
+$2.5M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$1.71M |
| 4 |
JP Morgan Chase
New York
|
+$1.28M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$873K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Calton & Associates
Tampa,
Florida
|
-$3.45M |
| 2 |
Jane Street
New York
|
-$1.87M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$340K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$170K |
| 5 |
Morgan Stanley
New York
|
-$143K |
FCOR Hedge Fund Activity: Q3 2023 in Review
45 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q3 2023, worth a combined $45.1M — up 9.5% from $41.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FCOR positions and 3 closed out — a net gain of 4 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $4.62M. The largest seller was Calton & Associates, exiting entirely with an estimated $3.45M sold.
- 45 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q3 2023, up from 41 in Q2 2023.
- Funds reported $45.1M of Fidelity Corporate Bond ETF stock for Q3 2023, up 9.5% quarter-over-quarter.
- 7 funds opened new Fidelity Corporate Bond ETF positions in Q3 2023 and 3 closed out, a net change of +4 holders.
- The largest Fidelity Corporate Bond ETF buyer in Q3 2023 was GeoWealth Management, an estimated $4.62M added.
- The largest Fidelity Corporate Bond ETF seller in Q3 2023 was Calton & Associates, an estimated $3.45M sold.
Based on aggregated 13F filings for Q3 2023.