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Fidelity Corporate Bond ETF

43 hedge funds and large institutions have $84.3M invested in Fidelity Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

2.74% more ownership

Funds ownership: 32.47%35.21% (+2.7%)

7% less funds holding

Funds holding: 4643 (-3)

8% less capital invested

Capital invested by funds: $91.2M → $84.3M (-$6.89M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GEA
26
Glen Eagle Advisors
New Jersey
$368K
NPF
27
Norris Perne & French
Michigan
$300K +$15.7K +300 +5%
TWC
28
TD Waterhouse Canada
Ontario, Canada
$270K
EGA
29
Eagle Global Advisors
Texas
$252K
KAS
30
Kestra Advisory Services
Texas
$240K -$3.96M -75,812 -94%
SOS
31
Silver Oak Securities
Tennessee
$235K +$249K +4,756 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$234K +$261 +5 +0.1%
AAS
33
Avantax Advisory Services
Texas
$231K +$12.7K +243 +6%
MCC
34
Money Concepts Capital
Florida
$169K +$174K +3,333 New
UBS Group
35
UBS Group
Switzerland
$119K +$62.7K +1,199 +104%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$116K +$120K +2,295 New
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$91K +$62.7K +1,200 +200%
BA
38
Bellwether Advisors
Nebraska
$73K
AF
39
Advisornet Financial
Minnesota
$42K
ARMC
40
American Research & Management Company
Massachusetts
$25K +$26.1K +500 New
EIP
41
Ellis Investment Partners
Pennsylvania
$10K +$52 +1 +0.5%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$5K
GM
43
GeoWealth Management
Illinois
-$10.6M -192,855 Closed
HAS
44
HBW Advisory Services
California
-$2.16M -39,320 Closed
BBNB
45
Baker Boyer National Bank
Washington
-$543K -9,866 Closed
SPC
46
Sigma Planning Corp
Michigan
-$333K -6,050 Closed
BG
47
Benedetti & Gucer
Georgia
-$292K -5,324 Closed
AA
48
Advisory Alpha
Michigan
-$250K -4,549 Closed
Wells Fargo
49
Wells Fargo
California
-$52 -1 Closed

FCOR Hedge Fund Activity: Q1 2022 in Review

43 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q1 2022, worth a combined $84.3M — down 7.6% from $91.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FCOR and 5 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 23 added.

The largest buyer was Jane Street, adding an estimated $7.46M. The largest seller was GeoWealth Management, exiting entirely with an estimated $10.6M sold.

  • 43 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q1 2022, down from 46 in Q4 2021.
  • Funds reported $84.3M of Fidelity Corporate Bond ETF stock for Q1 2022, down 7.6% quarter-over-quarter.
  • 5 funds opened new Fidelity Corporate Bond ETF positions in Q1 2022 and 7 closed out, a net change of -2 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $7.46M added.
  • The largest Fidelity Corporate Bond ETF seller in Q1 2022 was GeoWealth Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2022.