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Fidelity Corporate Bond ETF

49 hedge funds and large institutions have $51.1M invested in Fidelity Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

13% more capital invested

Capital invested by funds: $45.4M → $51.1M (+$5.7M)

7% more funds holding

Funds holding: 4649 (+3)

1.69% more ownership

Funds ownership: 21.94%23.63% (+1.7%)

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
17
Closed
4
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$6.27M +$5.47M +117,934 +700%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.23M +$996K +21,462 +19%
GM
3
GeoWealth Management
Illinois
$6.22M +$66.2K +1,427 +1%
LPL Financial
4
LPL Financial
California
$3.85M -$283K -6,108 -7%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.21M +$1.18M +25,433 +58%
Bank of America
6
Bank of America
North Carolina
$3.01M +$306K +6,599 +11%
Jane Street
7
Jane Street
New York
$2.14M -$1.06M -22,767 -33%
VA
8
Valmark Advisers
Ohio
$1.82M +$1.21K +26 +0.1%
MFA
9
Millington Financial Advisors
Illinois
$1.41M +$58.6K +1,263 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.12M -$430K -9,263 -28%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.03M +$246K +5,294 +31%
HPM
12
Hoxton Planning & Management
West Virginia
$1.03M -$374K -8,062 -27%
UBS Group
13
UBS Group
Switzerland
$872K +$321K +6,927 +59%
Osaic Holdings
14
Osaic Holdings
Arizona
$738K -$846K -18,222 -53%
Morgan Stanley
15
Morgan Stanley
New York
$711K -$519K -11,179 -42%
LNC
16
Lincoln National Corp
Pennsylvania
$696K +$249K +5,360 +56%
IA
17
IFP Advisors
Florida
$676K -$237K -5,113 -26%
ICM
18
Islay Capital Management
Texas
$665K -$76.1K -1,640 -10%
CTA
19
Camelot Technology Advisors
California
$660K +$27.6K +594 +4%
ASN
20
Advisory Services Network
Georgia
$628K +$37.6K +810 +6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$618K -$4.46K -96 -0.7%
CA
22
Calton & Associates
Florida
$618K +$358K +7,723 +139%
OFG
23
OmniStar Financial Group
North Carolina
$608K +$607K +13,084 New
RWP
24
RWA Wealth Partners
Massachusetts
$537K -$33.9K -730 -6%
MML Investors Services
25
MML Investors Services
Massachusetts
$437K -$48.3K -1,040 -10%

FCOR Hedge Fund Activity: Q1 2024 in Review

49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q1 2024, worth a combined $51.1M — up 13% from $45.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FCOR positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $5.47M. The largest seller was Jane Street, cutting an estimated $1.06M.

  • 49 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q1 2024, up from 46 in Q4 2023.
  • Funds reported $51.1M of Fidelity Corporate Bond ETF stock for Q1 2024, up 13% quarter-over-quarter.
  • 7 funds opened new Fidelity Corporate Bond ETF positions in Q1 2024 and 4 closed out, a net change of +3 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q1 2024 was Kestra Advisory Services, an estimated $5.47M added.
  • The largest Fidelity Corporate Bond ETF seller in Q1 2024 was Jane Street, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2024.