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Fidelity Corporate Bond ETF

62 hedge funds and large institutions have $72M invested in Fidelity Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

100% more call options, than puts

Call options by funds: $8K | Put options by funds: $4K

98.25% more ownership

Funds ownership: 27.62%125.87% (+98%)

13% more funds holding

Funds holding: 5562 (+7)

9% more capital invested

Capital invested by funds: $66M → $72M (+$6M)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
28
Reduced
14
Closed
4
Calls
$8K
Puts
$4K
Net Calls
+$4K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$9.54M +$2.64M +55,915 +38%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.97M +$280K +5,936 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.35M +$736K +15,595 +11%
SWP
4
Sagespring Wealth Partners
Tennessee
$5.1M +$241M +5,103,000 New
Raymond James Financial
5
Raymond James Financial
Florida
$4.62M +$4.7M +99,662 New
Bank of America
6
Bank of America
North Carolina
$4.23M +$26K +550 +0.6%
FTUS
7
Flow Traders U.S.
New York
$2.43M +$2.03M +42,920 +456%
Morgan Stanley
8
Morgan Stanley
New York
$2.4M +$1.49M +31,498 +156%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.39M +$2.04M +43,236 +516%
MFA
10
Millington Financial Advisors
Illinois
$2.01M +$395K +8,366 +24%
VA
11
Valmark Advisers
Ohio
$1.97M +$154K +3,260 +8%
SFA
12
Salus Financial Advisors
Colorado
$1.89M +$1.93M +40,817 New
JP Morgan Chase
13
JP Morgan Chase
New York
$1.19M -$580K -12,282 -32%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.13M +$138K +2,926 +14%
HPM
15
Hoxton Planning & Management
West Virginia
$1.02M -$1.09K -23 -0.1%
LPL Financial
16
LPL Financial
California
$887K -$4.08M -86,328 -82%
CA
17
Calton & Associates
Florida
$789K -$6K -127 -0.7%
MFGM
18
Marshall Financial Group (Maryland)
Maryland
$775K -$8.07K -171 -1%
UBS Group
19
UBS Group
Switzerland
$757K +$5.52K +117 +0.7%
ICM
20
Islay Capital Management
Texas
$756K +$36.5K +773 +5%
IA
21
IFP Advisors
Florida
$755K +$97.2K +2,059 +14%
SWP
22
Stratos Wealth Partners
Ohio
$712K +$83.9K +1,778 +13%
CIA
23
Concurrent Investment Advisors
Florida
$695K +$708K +14,988 New
CFB
24
Cullen/Frost Bankers
Texas
$690K +$253K +5,370 +57%
OFG
25
OmniStar Financial Group
North Carolina
$674K -$12.2K -258 -2%

FCOR Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q4 2024, worth a combined $72M — up 9.1% from $66M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FCOR positions and 4 closed out — a net gain of 8 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $2.64M. The largest seller was GeoWealth Management, cutting an estimated $5.38M.

  • 62 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q4 2024, up from 55 in Q3 2024.
  • Funds reported $72M of Fidelity Corporate Bond ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 12 funds opened new Fidelity Corporate Bond ETF positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q4 2024 was Kestra Advisory Services, an estimated $2.64M added.
  • The largest Fidelity Corporate Bond ETF seller in Q4 2024 was GeoWealth Management, an estimated $5.38M sold.

Based on aggregated 13F filings for Q4 2024.