Fidelity Corporate Bond ETF
FCOR
33 hedge funds and large institutions have $48.5M invested in Fidelity Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 3 closing their positions.
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
13% more capital invested
Capital invested by funds: $42.9M → $48.5M (+$5.64M)
6% more funds holding
Funds holding: 31 → 33 (+2)
2.91% less ownership
Funds ownership: 31.12% → 28.21% (-2.9%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
+$12.7M |
| 2 |
PCM
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
+$3.12M |
| 3 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$838K |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$793K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$747K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$16.2M |
| 2 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$1.23M |
| 3 |
ICM
Islay Capital Management
Lubbock,
Texas
|
-$628K |
| 4 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
-$321K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$105K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $59K | -$41.3K | -773 | -42% |
|
|
MPWT
27
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $58K | +$56.4K | +1,055 | New |
|
|
ICM
28
Islay Capital Management
Lubbock,
Texas
| $56K | -$628K | -11,754 | -92% |
|
|
SFS
29
Sowell Financial Services
North Little Rock,
Arkansas
| $38K | +$10.4K | +194 | +40% |
|
|
ARMC
30
American Research & Management Company
Marion,
Massachusetts
| $36K | – | – | – |
|
|
LWM
31
Liberty Wealth Management
Oakland,
California
| $12K | +$107 | +2 | +0.9% |
|
|
GWMIA
32
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $6K | – | – | – |
|
|
TIA
33
Traphagen Investment Advisors
Oradell,
New Jersey
| – | -$321K | -6,407 | Closed |
|
|
AIC
34
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$17K | -348 | Closed |
|
FCOR Hedge Fund Activity: Q2 2020 in Review
33 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q2 2020, worth a combined $48.5M — up 13% from $42.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FCOR positions and 3 closed out — a net gain of 2 holders — while 17 added to existing stakes and 8 trimmed.
The largest buyer was Lineweaver Wealth Advisors, adding an estimated $12.7M. The largest seller was Jane Street, cutting an estimated $16.2M.
- 33 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q2 2020, up from 31 in Q1 2020.
- Funds reported $48.5M of Fidelity Corporate Bond ETF stock for Q2 2020, up 13% quarter-over-quarter.
- 5 funds opened new Fidelity Corporate Bond ETF positions in Q2 2020 and 3 closed out, a net change of +2 holders.
- The largest Fidelity Corporate Bond ETF buyer in Q2 2020 was Lineweaver Wealth Advisors, an estimated $12.7M added.
- The largest Fidelity Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $16.2M sold.
Based on aggregated 13F filings for Q2 2020.