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Fidelity Corporate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 4546 (+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%)

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
1
GeoWealth Management
Illinois
$6.22M +$1.33M +29,772 +29%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.29M +$2.08M +46,641 +71%
LPL Financial
3
LPL Financial
California
$4.18M -$133K -2,973 -3%
Jane Street
4
Jane Street
New York
$3.23M -$2.64M -59,130 -46%
Bank of America
5
Bank of America
North Carolina
$2.73M +$376K +8,428 +17%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.05M -$419K -9,398 -18%
VA
7
Valmark Advisers
Ohio
$1.84M +$43.2K +968 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.6M -$204K -4,579 -12%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.57M +$219K +4,913 +17%
HPM
10
Hoxton Planning & Management
West Virginia
$1.42M +$114K +2,567 +9%
MFA
11
Millington Financial Advisors
Illinois
$1.36M -$210K -4,708 -14%
Morgan Stanley
12
Morgan Stanley
New York
$1.24M +$525K +11,775 +80%
IA
13
IFP Advisors
Florida
$924K -$199K -4,470 -19%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$812K +$61.4K +1,378 +9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$796K +$107K +2,406 +17%
KAS
16
Kestra Advisory Services
Texas
$792K +$144K +3,221 +24%
ICM
17
Islay Capital Management
Texas
$749K -$398K -8,925 -36%
CTA
18
Camelot Technology Advisors
California
$639K +$606K +13,590 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$629K +$38.1K +854 +7%
SOS
20
Silver Oak Securities
Tennessee
$615K +$427K +9,571 +273%
ASN
21
Advisory Services Network
Georgia
$597K +$15.3K +343 +3%
RWP
22
RWA Wealth Partners
Massachusetts
$577K -$95.5K -2,142 -15%
UBS Group
23
UBS Group
Switzerland
$556K -$122K -2,745 -19%
MML Investors Services
24
MML Investors Services
Massachusetts
$490K +$23.9K +535 +5%
LNC
25
Lincoln National Corp
Pennsylvania
$452K +$428K +9,604 New

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.