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Fidelity Corporate Bond ETF

44 hedge funds and large institutions have $81.3M invested in Fidelity Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

3.81% less ownership

Funds ownership: 33.45%29.65% (-3.8%)

8% less funds holding

Funds holding: 4844 (-4)

17% less capital invested

Capital invested by funds: $97.9M → $81.3M (-$16.6M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
44
Holders Change
-4
Holders Change %
-8.33%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
25
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
26
Glen Eagle Advisors
New Jersey
$405K -$10.1K -180 -2%
AA
27
Advisory Alpha
Michigan
$348K +$53.4K +951 +18%
BG
28
Benedetti & Gucer
Georgia
$294K +$48.1K +857 +19%
FFN
29
Focus Financial Network
Minnesota
$291K +$33K +587 +13%
FPGK
30
Financial Partners Group (Kansas)
Kansas
$289K -$79.6K -1,418 -21%
NPF
31
Norris Perne & French
Michigan
$284K +$42.3K +753 +17%
EGA
32
Eagle Global Advisors
Texas
$275K +$51.9K +925 +23%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$256K -$22.6K -403 -8%
AAS
34
Avantax Advisory Services
Texas
$232K +$3.87K +69 +2%
PAS
35
Park Avenue Securities
New York
$220K +$223K +3,980 New
BA
36
Bellwether Advisors
Nebraska
$80K
AF
37
Advisornet Financial
Minnesota
$46K
UBS Group
38
UBS Group
Switzerland
$44K -$7.58K -135 -15%
EIP
39
Ellis Investment Partners
Pennsylvania
$44K +$225 +4 +0.5%
HI
40
Harbour Investments
Wisconsin
$33K
LWM
41
Liberty Wealth Management
California
$13K +$56 +1 +0.4%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$6K
HFA
43
High Falls Advisors
New York
-$4.35M -78,077 Closed
KOMWMG
44
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$735K -13,199 Closed
JWCA
45
J.W. Cole Advisors
Florida
-$464K -8,330 Closed
Citigroup
46
Citigroup
New York
-$6K -100 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
-$56 -1 -50%

FCOR Hedge Fund Activity: Q3 2021 in Review

44 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q3 2021, worth a combined $81.3M — down 17% from $97.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FCOR and 1 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 25 added.

The largest buyer was Osaic Holdings, adding an estimated $2.24M. The largest seller was High Falls Advisors, exiting entirely with an estimated $4.35M sold.

  • 44 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q3 2021, down from 48 in Q2 2021.
  • Funds reported $81.3M of Fidelity Corporate Bond ETF stock for Q3 2021, down 17% quarter-over-quarter.
  • 1 fund opened new Fidelity Corporate Bond ETF positions in Q3 2021 and 4 closed out, a net change of -3 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q3 2021 was Osaic Holdings, an estimated $2.24M added.
  • The largest Fidelity Corporate Bond ETF seller in Q3 2021 was High Falls Advisors, an estimated $4.35M sold.

Based on aggregated 13F filings for Q3 2021.