Fidelity MSCI Communication Services Index ETF
FCOM
33 hedge funds and large institutions have $29.9M invested in Fidelity MSCI Communication Services Index ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
45% more capital invested
Capital invested by funds: $20.6M → $29.9M (+$9.25M)
22% more funds holding
Funds holding: 27 → 33 (+6)
1.62% more ownership
Funds ownership: 17.89% → 19.5% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Karp Capital Management
Sausalito,
California
|
+$4.53M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$663K |
| 3 |
Morgan Stanley
New York
|
+$490K |
| 4 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$389K |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$614K |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$322K |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$48.6K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$23K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WB
26
Webster Bank
Waterbury,
Connecticut
| $9K | +$8.86K | +294 | New |
|
|
CFD
27
Creative Financial Designs
Kokomo,
Indiana
| $6K | -$48.6K | -1,614 | -90% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
|
AIL
29
AGF Investments LLC
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
|
GI
30
Gradient Investments
Arden Hills,
Minnesota
| $3K | +$2.86K | +95 | New |
|
|
TFA
31
Transamerica Financial Advisors
St. Petersburg,
Florida
| $2K | -$90 | -3 | -5% |
|
|
SWP
32
Stratos Wealth Partners
Beachwood,
Ohio
| $1K | +$602 | +20 | New |
|
|
NR
33
Newfound Research
Wellesley Hills,
Massachusetts
| – | -$322K | -11,315 | Closed |
|
|
34
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$12K | -427 | Closed |
|
FCOM Hedge Fund Activity: Q3 2018 in Review
33 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q3 2018, worth a combined $29.9M — up 45% from $20.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FCOM positions and 2 closed out — a net gain of 7 holders — while 15 added to existing stakes and 5 trimmed.
The largest buyer was Karp Capital Management, opening a new position worth an estimated $4.53M. The largest seller was Advisory Services Network, cutting an estimated $614K.
- 33 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q3 2018, up from 27 in Q2 2018.
- Funds reported $29.9M of Fidelity MSCI Communication Services Index ETF stock for Q3 2018, up 45% quarter-over-quarter.
- 9 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q3 2018 and 2 closed out, a net change of +7 holders.
- The largest Fidelity MSCI Communication Services Index ETF buyer in Q3 2018 was Karp Capital Management, an estimated $4.53M added.
- The largest Fidelity MSCI Communication Services Index ETF seller in Q3 2018 was Advisory Services Network, an estimated $614K sold.
Based on aggregated 13F filings for Q3 2018.