Fidelity Corporate Bond ETF
FCOR
35 hedge funds and large institutions have $55.9M invested in Fidelity Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
15% more capital invested
Capital invested by funds: $48.5M → $55.9M (+$7.43M)
6% more funds holding
Funds holding: 33 → 35 (+2)
2.37% less ownership
Funds ownership: 28.21% → 25.84% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Professional Planning
Thousand Oaks,
California
|
+$2.14M |
| 2 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
+$2.08M |
| 3 |
HFA
High Falls Advisors
Rochester,
New York
|
+$1.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.22M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$776K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
-$3.24M |
| 2 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$189K |
| 3 |
Jane Street
New York
|
-$175K |
| 4 |
ARMC
American Research & Management Company
Marion,
Massachusetts
|
-$36K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$32.7K |
FCOR Hedge Fund Activity: Q3 2020 in Review
35 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q3 2020, worth a combined $55.9M — up 15% from $48.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FCOR positions and 4 closed out — a net gain of 2 holders — while 20 added to existing stakes and 8 trimmed.
The largest buyer was Professional Planning, adding an estimated $2.14M. The largest seller was Pennsylvania Capital Management, exiting entirely with an estimated $3.24M sold.
- 35 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q3 2020, up from 33 in Q2 2020.
- Funds reported $55.9M of Fidelity Corporate Bond ETF stock for Q3 2020, up 15% quarter-over-quarter.
- 6 funds opened new Fidelity Corporate Bond ETF positions in Q3 2020 and 4 closed out, a net change of +2 holders.
- The largest Fidelity Corporate Bond ETF buyer in Q3 2020 was Professional Planning, an estimated $2.14M added.
- The largest Fidelity Corporate Bond ETF seller in Q3 2020 was Pennsylvania Capital Management, an estimated $3.24M sold.
Based on aggregated 13F filings for Q3 2020.