Fidelity Corporate Bond ETF
FCOR
40 hedge funds and large institutions have $108M invested in Fidelity Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 4 closing their positions.
56% more capital invested
Capital invested by funds: $69.2M → $108M (+$38.8M)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
11.01% more ownership
Funds ownership: 26.57% → 37.59% (+11%)
3% more funds holding
Funds holding: 39 → 40 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$22M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$11.2M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$4.82M |
| 4 |
Jane Street
New York
|
+$4.05M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$3.58M |
| 2 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$2.04M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.38M |
| 4 |
PP
Professional Planning
Thousand Oaks,
California
|
-$554K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$455K |
FCOR Hedge Fund Activity: Q1 2021 in Review
40 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q1 2021, worth a combined $108M — up 56% from $69.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FCOR positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was RWA Wealth Partners, adding an estimated $22M. The largest seller was Mid Atlantic Financial Management, exiting entirely with an estimated $3.58M sold.
- 40 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q1 2021, up from 39 in Q4 2020.
- Funds reported $108M of Fidelity Corporate Bond ETF stock for Q1 2021, up 56% quarter-over-quarter.
- 6 funds opened new Fidelity Corporate Bond ETF positions in Q1 2021 and 4 closed out, a net change of +2 holders.
- The largest Fidelity Corporate Bond ETF buyer in Q1 2021 was RWA Wealth Partners, an estimated $22M added.
- The largest Fidelity Corporate Bond ETF seller in Q1 2021 was Mid Atlantic Financial Management, an estimated $3.58M sold.
Based on aggregated 13F filings for Q1 2021.