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Fidelity Corporate Bond ETF

39 hedge funds and large institutions have $69.2M invested in Fidelity Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 5

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

24% more capital invested

Capital invested by funds: $55.9M → $69.2M (+$13.3M)

11% more funds holding

Funds holding: 3539 (+4)

0.73% more ownership

Funds ownership: 25.84%26.57% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
25
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1
Lineweaver Wealth Advisors
Ohio
$21.7M +$97K +1,717 +0.5%
PP
2
Professional Planning
California
$5.79M +$267K +4,729 +5%
HAS
3
HBW Advisory Services
California
$4.29M +$3.53M +62,552 +507%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.12M +$295K +5,221 +8%
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$3.58M +$61.6K +1,090 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.61M +$293K +5,187 +13%
HFA
7
High Falls Advisors
New York
$2.61M +$1.07M +18,931 +71%
LPL Financial
8
LPL Financial
California
$2.42M +$502K +8,892 +27%
UCFA
9
United Capital Financial Advisors
Texas
$2.25M +$357K +6,326 +19%
FPGK
10
Financial Partners Group (Kansas)
Kansas
$2.05M -$156K -2,754 -7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.75M -$49.1K -869 -3%
Jane Street
12
Jane Street
New York
$1.64M -$81.6K -1,445 -5%
KAS
13
Kestra Advisory Services
Texas
$1.58M +$1.55M +27,489 +27,767%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.43M +$976K +17,279 +227%
Bank of America
15
Bank of America
North Carolina
$1.27M +$167K +2,964 +15%
IA
16
IFP Advisors
Florida
$1.19M -$5.99K -106 -0.5%
ASN
17
Advisory Services Network
Georgia
$1.1M +$92.5K +1,637 +9%
RWP
18
RWA Wealth Partners
Massachusetts
$955K +$74.3K +1,315 +9%
Morgan Stanley
19
Morgan Stanley
New York
$809K +$243K +4,300 +44%
SPC
20
Sigma Planning Corp
Michigan
$670K +$52.7K +932 +9%
ICM
21
Islay Capital Management
Texas
$619K +$26.6K +470 +5%
SXL
22
Summit X LLC
Missouri
$564K +$558K +9,882 New
SFS
23
Sowell Financial Services
Arkansas
$557K +$44.1K +781 +9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$530K
MML Investors Services
25
MML Investors Services
Massachusetts
$493K +$27.6K +488 +6%

FCOR Hedge Fund Activity: Q4 2020 in Review

39 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q4 2020, worth a combined $69.2M — up 24% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FCOR positions and 3 closed out — a net gain of 4 holders — while 25 added to existing stakes and 5 trimmed.

The largest buyer was HBW Advisory Services, adding an estimated $3.53M. The largest seller was GeoWealth Management, exiting entirely with an estimated $331K sold.

  • 39 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q4 2020, up from 35 in Q3 2020.
  • Funds reported $69.2M of Fidelity Corporate Bond ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 7 funds opened new Fidelity Corporate Bond ETF positions in Q4 2020 and 3 closed out, a net change of +4 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q4 2020 was HBW Advisory Services, an estimated $3.53M added.
  • The largest Fidelity Corporate Bond ETF seller in Q4 2020 was GeoWealth Management, an estimated $331K sold.

Based on aggregated 13F filings for Q4 2020.