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Fidelity Corporate Bond ETF

24 hedge funds and large institutions have $27.6M invested in Fidelity Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

47% more capital invested

Capital invested by funds: $18.7M → $27.6M (+$8.86M)

29.11% more ownership

Funds ownership: 61.38%90.49% (+29%)

26% more funds holding

Funds holding: 1924 (+5)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
1
LVZ Inc
Michigan
$10.2M +$10.1M +199,300 New
Citigroup
2
Citigroup
New York
$6.39M -$1.3M -25,585 -17%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.8M +$281K +5,527 +11%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.18M +$152K +2,987 +15%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.05M +$1.04M +20,535 New
Jane Street
6
Jane Street
New York
$993K +$279K +5,484 +39%
UBS Group
7
UBS Group
Switzerland
$888K +$14.8K +292 +2%
HighTower Advisors
8
HighTower Advisors
Illinois
$878K +$666K +13,104 +320%
SPC
9
Sigma Planning Corp
Michigan
$656K -$528K -10,386 -45%
SFS
10
Sowell Financial Services
Arkansas
$580K -$150K -2,953 -20%
VF
11
Virtu Financial
New York
$429K -$424K -8,350 -50%
GEA
12
Glen Eagle Advisors
New Jersey
$349K +$40K +787 +13%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$337K -$984K -19,369 -75%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$263K +$23.9K +470 +10%
LPL Financial
15
LPL Financial
California
$201K +$201K +3,954 New
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$168K +$11.3K +222 +7%
AG
17
Advisor Group
Arizona
$84K +$84.2K +1,656 New
CA
18
Calton & Associates
Florida
$82K +$82.6K +1,625 New
Bank of America
19
Bank of America
North Carolina
$33K +$14.9K +294 +84%
ARMC
20
American Research & Management Company
Massachusetts
$20K
PWM
21
Perigon Wealth Management
California
$14K
IF
22
Ironwood Financial
Arizona
$7K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$2K
PCG
24
Private Capital Group
Connecticut
$102 +$102K +2,000 New
Citadel Advisors
25
Citadel Advisors
Florida
-$859K -16,935 Closed

FCOR Hedge Fund Activity: Q4 2017 in Review

24 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q4 2017, worth a combined $27.6M — up 47% from $18.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FCOR positions and 1 closed out — a net gain of 5 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was LVZ Inc, opening a new position worth an estimated $10.1M. The largest seller was Citigroup, cutting an estimated $1.3M.

  • 24 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q4 2017, up from 19 in Q3 2017.
  • Funds reported $27.6M of Fidelity Corporate Bond ETF stock for Q4 2017, up 47% quarter-over-quarter.
  • 6 funds opened new Fidelity Corporate Bond ETF positions in Q4 2017 and 1 closed out, a net change of +5 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q4 2017 was LVZ Inc, an estimated $10.1M added.
  • The largest Fidelity Corporate Bond ETF seller in Q4 2017 was Citigroup, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2017.