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Fidelity Corporate Bond ETF

43 hedge funds and large institutions have $84.3M invested in Fidelity Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

2.74% more ownership

Funds ownership: 32.47%35.21% (+2.7%)

7% less funds holding

Funds holding: 4643 (-3)

8% less capital invested

Capital invested by funds: $91.2M → $84.3M (-$6.89M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$23.3M +$3.5M +66,990 +17%
Osaic Holdings
2
Osaic Holdings
Arizona
$10M +$2.72M +51,982 +35%
Jane Street
3
Jane Street
New York
$8.32M +$7.46M +142,770 +658%
LWA
4
Lineweaver Wealth Advisors
Ohio
$6.07M +$110K +2,109 +2%
LPL Financial
5
LPL Financial
California
$5.29M +$1.64M +31,467 +43%
Citadel Advisors
6
Citadel Advisors
Florida
$4.56M +$621K +11,879 +15%
IA
7
IFP Advisors
Florida
$4.2M -$662K -12,677 -13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.26M +$1.23M +23,536 +58%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.43M +$660K +12,634 +36%
Bank of America
10
Bank of America
North Carolina
$1.61M +$230K +4,408 +16%
OCM
11
One Capital Management
California
$1.52M -$939K -17,973 -37%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.34M +$112K +2,150 +9%
SFS
13
Sowell Financial Services
Arkansas
$1.22M +$720K +13,776 +130%
SXL
14
Summit X LLC
Missouri
$1.18M +$71.5K +1,368 +6%
ASN
15
Advisory Services Network
Georgia
$885K -$128K -2,441 -12%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$819K -$269K -5,153 -24%
UCFA
17
United Capital Financial Advisors
Texas
$759K -$78.4K -1,500 -9%
AWS
18
Atria Wealth Solutions
New York
$706K +$728K +13,926 New
MML Investors Services
19
MML Investors Services
Massachusetts
$691K +$65.8K +1,260 +10%
Morgan Stanley
20
Morgan Stanley
New York
$663K -$433K -8,282 -39%
MA
21
MAS Advisors
Florida
$659K +$274K +5,244 +67%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$636K +$7.68K +147 +1%
ICM
23
Islay Capital Management
Texas
$524K -$124K -2,367 -19%
JWCA
24
J.W. Cole Advisors
Florida
$445K +$8.83K +169 +2%
PAS
25
Park Avenue Securities
New York
$391K +$79.7K +1,525 +25%

FCOR Hedge Fund Activity: Q1 2022 in Review

43 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q1 2022, worth a combined $84.3M — down 7.6% from $91.2M 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 23 added.

The largest buyer was Jane Street, adding an estimated $7.46M. The largest seller was GeoWealth Management, exiting entirely with an estimated $10.6M sold.

  • 43 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q1 2022, down from 46 in Q4 2021.
  • Funds reported $84.3M of Fidelity Corporate Bond ETF stock for Q1 2022, down 7.6% quarter-over-quarter.
  • 5 funds opened new Fidelity Corporate Bond ETF positions in Q1 2022 and 7 closed out, a net change of -2 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q1 2022 was Jane Street, an estimated $7.46M added.
  • The largest Fidelity Corporate Bond ETF seller in Q1 2022 was GeoWealth Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2022.