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Fidelity Corporate Bond ETF

32 hedge funds and large institutions have $19.5M invested in Fidelity Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

33% more funds holding

Funds holding: 2432 (+8)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0% less capital invested

Capital invested by funds: $19.6M → $19.5M (-$94.6K)

3.7% less ownership

Funds ownership: 18.44%14.74% (-3.7%)

Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.34M +$438K +8,338 +23%
PP
2
Professional Planning
California
$2.17M +$2.16M +41,017 New
FPGK
3
Financial Partners Group (Kansas)
Kansas
$2.17M +$2.15M +40,990 New
Jane Street
4
Jane Street
New York
$1.36M -$6.1M -116,094 -82%
RCAG
5
Rehmann Capital Advisory Group
Michigan
$1.32M +$1.35M +25,721 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.29M -$29.4K -559 -2%
MSAM
7
Moloney Securities Asset Management
Missouri
$1.22M -$2.73K -52 -0.2%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.18M +$348K +6,626 +42%
RWP
9
RWA Wealth Partners
Massachusetts
$1.08M -$84.2K -1,602 -7%
IA
10
IFP Advisors
Florida
$922K +$918K +17,462 New
TIA
11
Traphagen Investment Advisors
New Jersey
$617K +$324K +6,157 +112%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$613K -$795K -15,120 -57%
AF
13
Advisornet Financial
Minnesota
$470K -$303K -5,757 -39%
SPC
14
Sigma Planning Corp
Michigan
$429K +$141K +2,690 +50%
GEA
15
Glen Eagle Advisors
New Jersey
$417K +$20.5K +390 +5%
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$350K +$347K +6,601 New
LPL Financial
17
LPL Financial
California
$339K +$14K +267 +4%
MML Investors Services
18
MML Investors Services
Massachusetts
$298K +$295K +5,619 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$232K +$230K +4,382 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$160K -$15K -285 -9%
Morgan Stanley
21
Morgan Stanley
New York
$108K +$1.58K +30 +1%
AG
22
Advisor Group
Arizona
$91K +$23.7K +451 +35%
UBS Group
23
UBS Group
Switzerland
$89K -$6.47K -123 -7%
ASN
24
Advisory Services Network
Georgia
$52K
SFS
25
Sowell Financial Services
Arkansas
$47K +$46.7K +888 New

FCOR Hedge Fund Activity: Q3 2019 in Review

32 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q3 2019, worth a combined $19.5M — down 0.48% from $19.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FCOR positions and 1 closed out — a net gain of 8 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Professional Planning, opening a new position worth an estimated $2.16M. The largest seller was Jane Street, cutting an estimated $6.1M.

  • 32 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q3 2019, up from 24 in Q2 2019.
  • Funds reported $19.5M of Fidelity Corporate Bond ETF stock for Q3 2019, down 0.48% quarter-over-quarter.
  • 9 funds opened new Fidelity Corporate Bond ETF positions in Q3 2019 and 1 closed out, a net change of +8 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q3 2019 was Professional Planning, an estimated $2.16M added.
  • The largest Fidelity Corporate Bond ETF seller in Q3 2019 was Jane Street, an estimated $6.1M sold.

Based on aggregated 13F filings for Q3 2019.