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Fidelity Corporate Bond ETF

46 hedge funds and large institutions have $91.2M invested in Fidelity Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $81.3M → $91.2M (+$9.86M)

5% more funds holding

Funds holding: 4446 (+2)

2.83% more ownership

Funds ownership: 29.65%32.47% (+2.8%)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$475K +$477K +8,629 New
MA
27
MAS Advisors
Florida
$429K +$430K +7,775 New
GEA
28
Glen Eagle Advisors
New Jersey
$400K -$1.94K -35 -0.5%
PAS
29
Park Avenue Securities
New York
$341K +$122K +2,215 +56%
SPC
30
Sigma Planning Corp
Michigan
$333K -$152K -2,751 -31%
NPF
31
Norris Perne & French
Michigan
$309K +$27.4K +495 +10%
BG
32
Benedetti & Gucer
Georgia
$292K
TWC
33
TD Waterhouse Canada
Ontario, Canada
$291K +$295K +5,328 New
EGA
34
Eagle Global Advisors
Texas
$274K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$254K -$221 -4 -0.1%
AA
36
Advisory Alpha
Michigan
$250K -$96.3K -1,742 -28%
AAS
37
Avantax Advisory Services
Texas
$237K +$7.35K +133 +3%
BA
38
Bellwether Advisors
Nebraska
$79K
UBS Group
39
UBS Group
Switzerland
$64K +$20.2K +366 +46%
AF
40
Advisornet Financial
Minnesota
$46K
HI
41
Harbour Investments
Wisconsin
$33K
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$33K +$33.2K +600 New
EIP
43
Ellis Investment Partners
Pennsylvania
$11K -$33.4K -604 -75%
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$6K
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$746K -13,482 Closed
FFN
46
Focus Financial Network
Minnesota
-$291K -5,249 Closed
FPGK
47
Financial Partners Group (Kansas)
Kansas
-$289K -5,221 Closed
LWM
48
Liberty Wealth Management
California
-$13K -228 Closed

FCOR Hedge Fund Activity: Q4 2021 in Review

46 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q4 2021, worth a combined $91.2M — up 12% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FCOR positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $10.7M. The largest seller was Kestra Advisory Services, cutting an estimated $5.81M.

  • 46 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q4 2021, up from 44 in Q3 2021.
  • Funds reported $91.2M of Fidelity Corporate Bond ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 7 funds opened new Fidelity Corporate Bond ETF positions in Q4 2021 and 4 closed out, a net change of +3 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q4 2021 was GeoWealth Management, an estimated $10.7M added.
  • The largest Fidelity Corporate Bond ETF seller in Q4 2021 was Kestra Advisory Services, an estimated $5.81M sold.

Based on aggregated 13F filings for Q4 2021.