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Fidelity Corporate Bond ETF

35 hedge funds and large institutions have $28.7M invested in Fidelity Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

47% more capital invested

Capital invested by funds: $19.5M → $28.7M (+$9.22M)

9% more funds holding

Funds holding: 3235 (+3)

5.28% more ownership

Funds ownership: 14.74%20.01% (+5.3%)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
17
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1
Lineweaver Wealth Advisors
Ohio
$6.58M +$6.58M +124,165 New
PP
2
Professional Planning
California
$3.09M +$911K +17,200 +42%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.67M +$328K +6,197 +14%
FPGK
4
Financial Partners Group (Kansas)
Kansas
$2.23M +$9.91K +187 +0.5%
Jane Street
5
Jane Street
New York
$2.2M +$835K +15,759 +61%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.43M +$137K +2,582 +11%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.39M +$208K +3,927 +18%
IA
8
IFP Advisors
Florida
$1.07M +$139K +2,630 +15%
RWP
9
RWA Wealth Partners
Massachusetts
$1.07M -$15.2K -286 -1%
MAFM
10
Mid Atlantic Financial Management
Pennsylvania
$851K +$500K +9,445 +143%
ICM
11
Islay Capital Management
Texas
$705K +$705K +13,298 New
TIA
12
Traphagen Investment Advisors
New Jersey
$682K +$65.2K +1,230 +11%
UCFA
13
United Capital Financial Advisors
Texas
$663K +$662K +12,500 New
ASN
14
Advisory Services Network
Georgia
$600K +$546K +10,307 +1,026%
SPC
15
Sigma Planning Corp
Michigan
$522K +$93.1K +1,758 +22%
GEA
16
Glen Eagle Advisors
New Jersey
$417K +$636 +12 +0.2%
LPL Financial
17
LPL Financial
California
$341K +$2.12K +40 +0.6%
HF
18
HRT Financial
New York
$287K +$287K +5,417 New
AF
19
Advisornet Financial
Minnesota
$283K -$187K -3,524 -40%
JWCA
20
J.W. Cole Advisors
Florida
$267K +$267K +5,031 New
Morgan Stanley
21
Morgan Stanley
New York
$236K +$128K +2,417 +118%
MML Investors Services
22
MML Investors Services
Massachusetts
$229K -$68.4K -1,290 -23%
Citadel Advisors
23
Citadel Advisors
Florida
$212K +$212K +4,006 New
GM
24
GeoWealth Management
Illinois
$210K +$210K +3,958 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$161K -$159 -3 -0.1%

FCOR Hedge Fund Activity: Q4 2019 in Review

35 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q4 2019, worth a combined $28.7M — up 47% from $19.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FCOR positions and 5 closed out — a net gain of 4 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Professional Planning, adding an estimated $911K. The largest seller was Moloney Securities Asset Management, exiting entirely with an estimated $1.22M sold.

  • 35 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q4 2019, up from 32 in Q3 2019.
  • Funds reported $28.7M of Fidelity Corporate Bond ETF stock for Q4 2019, up 47% quarter-over-quarter.
  • 9 funds opened new Fidelity Corporate Bond ETF positions in Q4 2019 and 5 closed out, a net change of +4 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q4 2019 was Professional Planning, an estimated $911K added.
  • The largest Fidelity Corporate Bond ETF seller in Q4 2019 was Moloney Securities Asset Management, an estimated $1.22M sold.

Based on aggregated 13F filings for Q4 2019.