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Fidelity Corporate Bond ETF

46 hedge funds and large institutions have $91.2M invested in Fidelity Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

12% more capital invested

Capital invested by funds: $81.3M → $91.2M (+$9.86M)

5% more funds holding

Funds holding: 4446 (+2)

2.83% more ownership

Funds ownership: 29.65%32.47% (+2.8%)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$21.7M -$1.1M -19,898 -5%
GM
2
GeoWealth Management
Illinois
$10.6M +$10.7M +192,855 New
Osaic Holdings
3
Osaic Holdings
Arizona
$8.23M +$2.63M +47,527 +47%
LWA
4
Lineweaver Wealth Advisors
Ohio
$6.49M -$198K -3,586 -3%
IA
5
IFP Advisors
Florida
$5.47M +$182K +3,288 +3%
KAS
6
Kestra Advisory Services
Texas
$4.43M -$5.81M -105,103 -57%
Citadel Advisors
7
Citadel Advisors
Florida
$4.3M +$3.81M +68,925 +740%
LPL Financial
8
LPL Financial
California
$4.02M +$257K +4,646 +7%
OCM
9
One Capital Management
California
$2.64M +$2.65M +48,002 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.25M +$294K +5,315 +15%
HAS
11
HBW Advisory Services
California
$2.16M -$10.4K -188 -0.5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.94M +$161K +2,906 +9%
Bank of America
13
Bank of America
North Carolina
$1.51M +$3.04K +55 +0.2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.33M +$44.6K +807 +3%
SXL
15
Summit X LLC
Missouri
$1.21M -$19.8K -359 -2%
Jane Street
16
Jane Street
New York
$1.19M +$633K +11,447 +112%
Morgan Stanley
17
Morgan Stanley
New York
$1.18M +$52.5K +949 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.17M -$278K -5,038 -19%
ASN
19
Advisory Services Network
Georgia
$1.1M +$73.9K +1,337 +7%
UCFA
20
United Capital Financial Advisors
Texas
$907K -$264K -4,777 -22%
ICM
21
Islay Capital Management
Texas
$700K -$148K -2,679 -17%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$687K +$180K +3,253 +35%
MML Investors Services
23
MML Investors Services
Massachusetts
$682K -$240K -4,339 -26%
SFS
24
Sowell Financial Services
Arkansas
$582K -$41.4K -749 -7%
BBNB
25
Baker Boyer National Bank
Washington
$543K +$545K +9,866 New

FCOR Hedge Fund Activity: Q4 2021 in Review

46 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q4 2021, worth a combined $91.2M — up 12% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FCOR positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $10.7M. The largest seller was Kestra Advisory Services, cutting an estimated $5.81M.

  • 46 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q4 2021, up from 44 in Q3 2021.
  • Funds reported $91.2M of Fidelity Corporate Bond ETF stock for Q4 2021, up 12% quarter-over-quarter.
  • 7 funds opened new Fidelity Corporate Bond ETF positions in Q4 2021 and 4 closed out, a net change of +3 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q4 2021 was GeoWealth Management, an estimated $10.7M added.
  • The largest Fidelity Corporate Bond ETF seller in Q4 2021 was Kestra Advisory Services, an estimated $5.81M sold.

Based on aggregated 13F filings for Q4 2021.