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Fidelity Corporate Bond ETF

31 hedge funds and large institutions have $42.9M invested in Fidelity Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

49% more capital invested

Capital invested by funds: $28.7M → $42.9M (+$14.2M)

11.11% more ownership

Funds ownership: 20.01%31.12% (+11%)

11% less funds holding

Funds holding: 3531 (-4)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
5
Increased
15
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$16.8M +$15.5M +294,109 +709%
LWA
2
Lineweaver Wealth Advisors
Ohio
$5.11M -$1.17M -22,210 -18%
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$4.26M +$3.64M +68,880 +429%
PP
4
Professional Planning
California
$2.77M -$156K -2,953 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.67M +$159K +3,013 +6%
FPGK
6
Financial Partners Group (Kansas)
Kansas
$2.03M -$25.1K -475 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.48M +$1.57M +29,660 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.3M -$52.7K -997 -4%
IA
9
IFP Advisors
Florida
$1.01M +$23.3K +441 +2%
ASN
10
Advisory Services Network
Georgia
$800K +$246K +4,651 +41%
UCFA
11
United Capital Financial Advisors
Texas
$671K +$47.6K +900 +7%
ICM
12
Islay Capital Management
Texas
$640K -$27.9K -528 -4%
SPC
13
Sigma Planning Corp
Michigan
$541K +$50.6K +957 +10%
GEA
14
Glen Eagle Advisors
New Jersey
$403K +$8.82K +167 +2%
LPL Financial
15
LPL Financial
California
$380K +$61.3K +1,160 +18%
TIA
16
Traphagen Investment Advisors
New Jersey
$321K -$342K -6,466 -50%
Morgan Stanley
17
Morgan Stanley
New York
$321K +$103K +1,956 +44%
MML Investors Services
18
MML Investors Services
Massachusetts
$276K +$62.1K +1,176 +27%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$264K +$279K +5,271 New
GM
20
GeoWealth Management
Illinois
$261K +$66.5K +1,259 +32%
AF
21
Advisornet Financial
Minnesota
$175K -$97.7K -1,848 -35%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$151K
UBS Group
23
UBS Group
Switzerland
$92K +$42.6K +807 +79%
ARMC
24
American Research & Management Company
Massachusetts
$33K +$13.2K +250 +63%
SFS
25
Sowell Financial Services
Arkansas
$25K

FCOR Hedge Fund Activity: Q1 2020 in Review

31 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q1 2020, worth a combined $42.9M — up 49% from $28.7M 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 15 added.

The largest buyer was Jane Street, adding an estimated $15.5M. The largest seller was Lineweaver Wealth Advisors, cutting an estimated $1.17M.

  • 31 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q1 2020, down from 35 in Q4 2019.
  • Funds reported $42.9M of Fidelity Corporate Bond ETF stock for Q1 2020, up 49% quarter-over-quarter.
  • 5 funds opened new Fidelity Corporate Bond ETF positions in Q1 2020 and 7 closed out, a net change of -2 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $15.5M added.
  • The largest Fidelity Corporate Bond ETF seller in Q1 2020 was Lineweaver Wealth Advisors, an estimated $1.17M sold.

Based on aggregated 13F filings for Q1 2020.