We are live on ! Find out more
FCOR icon

Fidelity Corporate Bond ETF

44 hedge funds and large institutions have $81.3M invested in Fidelity Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

3.81% less ownership

Funds ownership: 33.45%29.65% (-3.8%)

8% less funds holding

Funds holding: 4844 (-4)

17% less capital invested

Capital invested by funds: $97.9M → $81.3M (-$16.6M)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
44
Holders Change
-4
Holders Change %
-8.33%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
25
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$22.9M -$882K -15,707 -4%
KAS
2
Kestra Advisory Services
Texas
$10.3M +$731K +13,026 +8%
LWA
3
Lineweaver Wealth Advisors
Ohio
$6.72M +$25.5K +454 +0.4%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.66M +$2.24M +39,822 +64%
IA
5
IFP Advisors
Florida
$5.32M +$840K +14,962 +19%
LPL Financial
6
LPL Financial
California
$3.79M +$978K +17,419 +34%
PP
7
Professional Planning
California
$3.44M -$458K -8,161 -12%
HAS
8
HBW Advisory Services
California
$2.19M -$1.02M -18,227 -32%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.97M +$274K +4,878 +16%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.79M +$67K +1,193 +4%
Bank of America
11
Bank of America
North Carolina
$1.51M +$43.2K +770 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.46M -$932K -16,603 -39%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.3M +$111K +1,977 +9%
SXL
14
Summit X LLC
Missouri
$1.24M +$163K +2,907 +15%
UCFA
15
United Capital Financial Advisors
Texas
$1.18M -$661K -11,773 -36%
Morgan Stanley
16
Morgan Stanley
New York
$1.13M +$71.5K +1,274 +7%
ASN
17
Advisory Services Network
Georgia
$1.03M +$12.6K +224 +1%
MML Investors Services
18
MML Investors Services
Massachusetts
$926K +$114K +2,032 +14%
ICM
19
Islay Capital Management
Texas
$853K +$147K +2,624 +21%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$746K +$133K +2,373 +21%
SFS
21
Sowell Financial Services
Arkansas
$627K +$15.4K +274 +2%
Jane Street
22
Jane Street
New York
$567K -$476K -8,472 -45%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$517K +$122K +2,181 +31%
Citadel Advisors
24
Citadel Advisors
Florida
$515K -$3.46M -61,643 -87%
SPC
25
Sigma Planning Corp
Michigan
$487K -$69.1K -1,231 -12%

FCOR Hedge Fund Activity: Q3 2021 in Review

44 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q3 2021, worth a combined $81.3M — down 17% from $97.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FCOR and 1 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 25 added.

The largest buyer was Osaic Holdings, adding an estimated $2.24M. The largest seller was High Falls Advisors, exiting entirely with an estimated $4.35M sold.

  • 44 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q3 2021, down from 48 in Q2 2021.
  • Funds reported $81.3M of Fidelity Corporate Bond ETF stock for Q3 2021, down 17% quarter-over-quarter.
  • 1 fund opened new Fidelity Corporate Bond ETF positions in Q3 2021 and 4 closed out, a net change of -3 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q3 2021 was Osaic Holdings, an estimated $2.24M added.
  • The largest Fidelity Corporate Bond ETF seller in Q3 2021 was High Falls Advisors, an estimated $4.35M sold.

Based on aggregated 13F filings for Q3 2021.