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Fidelity Corporate Bond ETF

48 hedge funds and large institutions have $54.7M invested in Fidelity Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

7% more capital invested

Capital invested by funds: $51.1M → $54.7M (+$3.63M)

2.64% more ownership

Funds ownership: 23.63%26.27% (+2.6%)

2% less funds holding

Funds holding: 4948 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
23
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.98M +$817K +17,789 +13%
KAS
2
Kestra Advisory Services
Texas
$6.56M +$1.88M +40,875 +30%
GM
3
GeoWealth Management
Illinois
$5.86M -$301K -6,564 -5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.4M +$3.37M +73,276 +330%
LPL Financial
5
LPL Financial
California
$4.15M +$335K +7,291 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.37M +$187K +4,062 +6%
Bank of America
7
Bank of America
North Carolina
$3.11M +$134K +2,914 +5%
VA
8
Valmark Advisers
Ohio
$1.91M +$113K +2,455 +6%
MFA
9
Millington Financial Advisors
Illinois
$1.4M +$12K +262 +0.9%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.15M +$35.7K +777 +3%
HPM
11
Hoxton Planning & Management
West Virginia
$1.02M +$1.93K +42 +0.2%
Morgan Stanley
12
Morgan Stanley
New York
$945K +$241K +5,238 +34%
Osaic Holdings
13
Osaic Holdings
Arizona
$888K +$156K +3,398 +21%
UBS Group
14
UBS Group
Switzerland
$844K -$19.2K -419 -2%
CA
15
Calton & Associates
Florida
$781K +$169K +3,671 +28%
ICM
16
Islay Capital Management
Texas
$715K +$57K +1,241 +9%
Jane Street
17
Jane Street
New York
$697K -$1.42M -30,871 -67%
IA
18
IFP Advisors
Florida
$664K -$5.42K -118 -0.8%
CTA
19
Camelot Technology Advisors
California
$622K -$30.8K -670 -5%
OFG
20
OmniStar Financial Group
North Carolina
$618K +$15.3K +333 +3%
ASN
21
Advisory Services Network
Georgia
$601K -$21K -457 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$584K -$27.7K -603 -5%
PAS
23
Park Avenue Securities
New York
$583K +$181K +3,948 +45%
SWP
24
Stratos Wealth Partners
Ohio
$493K +$70.9K +1,544 +17%
RWP
25
RWA Wealth Partners
Massachusetts
$439K -$92.2K -2,008 -17%

FCOR Hedge Fund Activity: Q2 2024 in Review

48 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q2 2024, worth a combined $54.7M — up 7.1% from $51.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FCOR and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 23 added.

The largest buyer was Commonwealth Equity Services, adding an estimated $3.37M. The largest seller was Jane Street, cutting an estimated $1.42M.

  • 48 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q2 2024, down from 49 in Q1 2024.
  • Funds reported $54.7M of Fidelity Corporate Bond ETF stock for Q2 2024, up 7.1% quarter-over-quarter.
  • 4 funds opened new Fidelity Corporate Bond ETF positions in Q2 2024 and 5 closed out, a net change of -1 holder.
  • The largest Fidelity Corporate Bond ETF buyer in Q2 2024 was Commonwealth Equity Services, an estimated $3.37M added.
  • The largest Fidelity Corporate Bond ETF seller in Q2 2024 was Jane Street, an estimated $1.42M sold.

Based on aggregated 13F filings for Q2 2024.