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Fidelity Corporate Bond ETF

17 hedge funds and large institutions have $6.59M invested in Fidelity Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.26% less ownership

Funds ownership: 21.82%12.56% (-9.3%)

11% less funds holding

Funds holding: 1917 (-2)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

48% less capital invested

Capital invested by funds: $12.7M → $6.59M (-$6.12M)

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$1.43M -$349K -7,334 -20%
AF
2
Advisornet Financial
Minnesota
$1.21M -$96.9K -2,035 -7%
Jane Street
3
Jane Street
New York
$860K -$2.2M -46,110 -72%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$753K +$174K +3,646 +30%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$691K +$690K +14,496 New
SFS
6
Sowell Financial Services
Arkansas
$645K +$644K +13,529 New
AG
7
Advisor Group
Arizona
$357K +$8.38K +176 +2%
GEA
8
Glen Eagle Advisors
New Jersey
$281K -$64.3K -1,350 -19%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$157K +$3.81K +80 +2%
Morgan Stanley
10
Morgan Stanley
New York
$85K +$73K +1,534 +614%
UBS Group
11
UBS Group
Switzerland
$52K -$75.4K -1,583 -59%
Bank of America
12
Bank of America
North Carolina
$22K
ARMC
13
American Research & Management Company
Massachusetts
$19K
LWM
14
Liberty Wealth Management
California
$10K +$10K +210 New
IF
15
Ironwood Financial
Arizona
$6K
CA
16
Claro Advisors
Massachusetts
$4K +$3.57K +75 New
CL
17
Cabana LLC
Arkansas
-$1.77M -36,511 Closed
FIA
18
Foundations Investment Advisors
Arizona
-$1.75M -36,086 Closed
SPC
19
Sigma Planning Corp
Michigan
-$908K -18,700 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$314K -6,467 Closed
SWP
21
Stratos Wealth Partners
Ohio
-$38K -793 Closed
RCAG
22
Rehmann Capital Advisory Group
Michigan
-$23.1K -475 Closed

FCOR Hedge Fund Activity: Q4 2018 in Review

17 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q4 2018, worth a combined $6.59M — down 48% from $12.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FCOR and 4 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $690K. The largest seller was Jane Street, cutting an estimated $2.2M.

  • 17 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q4 2018, down from 19 in Q3 2018.
  • Funds reported $6.59M of Fidelity Corporate Bond ETF stock for Q4 2018, down 48% quarter-over-quarter.
  • 4 funds opened new Fidelity Corporate Bond ETF positions in Q4 2018 and 6 closed out, a net change of -2 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q4 2018 was Susquehanna International Group, an estimated $690K added.
  • The largest Fidelity Corporate Bond ETF seller in Q4 2018 was Jane Street, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2018.