Fidelity Corporate Bond ETF
FCOR
31 hedge funds and large institutions have $42.9M invested in Fidelity Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
49% more capital invested
Capital invested by funds: $28.7M → $42.9M (+$14.2M)
11.11% more ownership
Funds ownership: 20.01% → 31.12% (+11%)
11% less funds holding
Funds holding: 35 → 31 (-4)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$15.5M |
| 2 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$3.64M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$279K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$246K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$1.17M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$1.07M |
| 3 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$342K |
| 4 |
HF
HRT Financial
New York
|
-$287K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$267K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $17K | -$26.2K | -495 | -59% |
|
|
AIC
27
Ameritas Investment Company
Lincoln,
Nebraska
| $17K | +$18.4K | +348 | New |
|
|
LWM
28
Liberty Wealth Management
Oakland,
California
| $11K | +$106 | +2 | +0.9% |
|
|
GWMIA
29
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $5K | – | – | – |
|
|
RWP
30
RWA Wealth Partners
Newton,
Massachusetts
| – | -$1.07M | -20,113 | Closed |
|
|
HF
31
HRT Financial
New York
| – | -$287K | -5,417 | Closed |
|
|
JWCA
32
J.W. Cole Advisors
Tampa,
Florida
| – | -$267K | -5,031 | Closed |
|
33
Citadel Advisors
Miami,
Florida
| – | -$212K | -4,006 | Closed |
|
|
VFA
34
Valeo Financial Advisors
Carmel,
Indiana
| – | -$27K | -500 | Closed |
|
|
IF
35
Ironwood Financial
Tucson,
Arizona
| – | -$7K | -130 | Closed |
|
|
FIA
36
FNY Investment Advisers
New York
| – | -$4K | -91 | Closed |
|
37
Fidelity Investments
Boston,
Massachusetts
| – | +$53 | +1 | New |
|
38
Wells Fargo
San Francisco,
California
| – | +$53 | +1 | New |
|
FCOR Hedge Fund Activity: Q1 2020 in Review
31 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q1 2020, worth a combined $42.9M — up 49% from $28.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FCOR and 5 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 15 added.
The largest buyer was Jane Street, adding an estimated $15.5M. The largest seller was Lineweaver Wealth Advisors, cutting an estimated $1.17M.
- 31 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q1 2020, down from 35 in Q4 2019.
- Funds reported $42.9M of Fidelity Corporate Bond ETF stock for Q1 2020, up 49% quarter-over-quarter.
- 5 funds opened new Fidelity Corporate Bond ETF positions in Q1 2020 and 7 closed out, a net change of -2 holders.
- The largest Fidelity Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $15.5M added.
- The largest Fidelity Corporate Bond ETF seller in Q1 2020 was Lineweaver Wealth Advisors, an estimated $1.17M sold.
Based on aggregated 13F filings for Q1 2020.