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Fidelity Corporate Bond ETF

40 hedge funds and large institutions have $38.6M invested in Fidelity Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 4340 (-3)

12.25% less ownership

Funds ownership: 35.21%22.97% (-12%)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

54% less capital invested

Capital invested by funds: $84.3M → $38.6M (-$45.6M)

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.12M +$1.3M +27,284 +26%
IA
2
IFP Advisors
Florida
$4.2M
Jane Street
3
Jane Street
New York
$3.94M -$3.8M -79,655 -48%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.47M +$499K +10,454 +16%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.76M -$6.79M -142,267 -71%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.29M +$64.7K +1,357 +3%
Citadel Advisors
7
Citadel Advisors
Florida
$2.15M -$2.09M -43,789 -49%
SFS
8
Sowell Financial Services
Arkansas
$1.68M +$489K +10,262 +42%
Bank of America
9
Bank of America
North Carolina
$1.39M -$82.2K -1,724 -5%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.15M -$81K -1,698 -6%
SXL
11
Summit X LLC
Missouri
$1.01M -$73.2K -1,534 -7%
RWP
12
RWA Wealth Partners
Massachusetts
$814K -$21.1M -443,244 -96%
MML Investors Services
13
MML Investors Services
Massachusetts
$807K +$178K +3,742 +27%
Morgan Stanley
14
Morgan Stanley
New York
$706K +$101K +2,119 +16%
ASN
15
Advisory Services Network
Georgia
$697K -$118K -2,481 -14%
UCFA
16
United Capital Financial Advisors
Texas
$633K -$64.4K -1,350 -9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$596K -$159K -3,340 -21%
KAS
18
Kestra Advisory Services
Texas
$579K +$369K +7,734 +163%
AWS
19
Atria Wealth Solutions
New York
$478K -$174K -3,656 -26%
PAS
20
Park Avenue Securities
New York
$369K +$10.8K +226 +3%
MA
21
MAS Advisors
Florida
$339K -$272K -5,697 -44%
GEA
22
Glen Eagle Advisors
New Jersey
$338K
SOS
23
Silver Oak Securities
Tennessee
$309K +$83.4K +1,748 +37%
NPF
24
Norris Perne & French
Michigan
$275K
TWC
25
TD Waterhouse Canada
Ontario, Canada
$231K -$18.8K -395 -7%

FCOR Hedge Fund Activity: Q2 2022 in Review

40 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity Corporate Bond ETF (FCOR) for Q2 2022, worth a combined $38.6M — down 54% from $84.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FCOR and 3 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 11 added.

The largest buyer was LPL Financial, adding an estimated $1.3M. The largest seller was RWA Wealth Partners, cutting an estimated $21.1M.

  • 40 institutional investors held Fidelity Corporate Bond ETF (FCOR) as of Q2 2022, down from 43 in Q1 2022.
  • Funds reported $38.6M of Fidelity Corporate Bond ETF stock for Q2 2022, down 54% quarter-over-quarter.
  • 3 funds opened new Fidelity Corporate Bond ETF positions in Q2 2022 and 6 closed out, a net change of -3 holders.
  • The largest Fidelity Corporate Bond ETF buyer in Q2 2022 was LPL Financial, an estimated $1.3M added.
  • The largest Fidelity Corporate Bond ETF seller in Q2 2022 was RWA Wealth Partners, an estimated $21.1M sold.

Based on aggregated 13F filings for Q2 2022.