Fidelity Corporate Bond ETF
FCOR
48 hedge funds and large institutions have $97.9M invested in Fidelity Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
20% more funds holding
Funds holding: 40 → 48 (+8)
4.13% less ownership
Funds ownership: 37.59% → 33.45% (-4.1%)
9% less capital invested
Capital invested by funds: $108M → $97.9M (-$10.1M)
43% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 23
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.2M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.72M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.1M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$855K |
| 5 |
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
+$726K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$12.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$7.38M |
| 3 |
Jane Street
New York
|
-$4.56M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.63M |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$1.49M |
FCOR Hedge Fund Activity: Q2 2021 in Review
48 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q2 2021, worth a combined $97.9M — down 9.4% from $108M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FCOR positions and 2 closed out — a net gain of 8 holders — while 13 added to existing stakes and 23 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $3.2M. The largest seller was Lineweaver Wealth Advisors, cutting an estimated $12.1M.
- 48 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q2 2021, up from 40 in Q1 2021.
- Funds reported $97.9M of Fidelity Corporate Bond ETF stock for Q2 2021, down 9.4% quarter-over-quarter.
- 10 funds opened new Fidelity Corporate Bond ETF positions in Q2 2021 and 2 closed out, a net change of +8 holders.
- The largest Fidelity Corporate Bond ETF buyer in Q2 2021 was Kestra Advisory Services, an estimated $3.2M added.
- The largest Fidelity Corporate Bond ETF seller in Q2 2021 was Lineweaver Wealth Advisors, an estimated $12.1M sold.
Based on aggregated 13F filings for Q2 2021.