We are live on ! Find out more
FCOM icon

Fidelity MSCI Communication Services Index ETF

68 hedge funds and large institutions have $259M invested in Fidelity MSCI Communication Services Index ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

55% more capital invested

Capital invested by funds: $167M → $259M (+$91.5M)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

10.25% more ownership

Funds ownership: 49.26%59.52% (+10%)

5% more funds holding

Funds holding: 6568 (+3)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
26
Smith Salley Wealth Management
North Carolina
$861K +$34.6K +1,027 +4%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$802K -$543K -16,125 -40%
AW
28
ACG Wealth
Georgia
$782K -$185K -5,477 -19%
CPA
29
Court Place Advisors
Maryland
$749K +$71.6K +2,125 +10%
LNC
30
Lincoln National Corp
Pennsylvania
$718K +$200K +5,928 +38%
MWC
31
MKD Wealth Coaches
Michigan
$698K +$9.27K +275 +1%
AG
32
Advisor Group
Arizona
$648K -$102K -3,013 -13%
FA
33
FMA Advisory
Pennsylvania
$570K +$7.11K +211 +1%
CH
34
Canton Hathaway
Rhode Island
$553K +$152K +4,526 +37%
PSF
35
Pacific Sun Financial
California
$508K +$16.8K +500 +3%
SCA
36
Snowden Capital Advisors
New York
$483K +$33.5K +993 +7%
CST
37
Charles Schwab Trust
Nevada
$460K +$473K +14,033 New
RBFC
38
Roman Butler Fullerton & Co
Missouri
$436K
TRCT
39
Tower Research Capital (TRC)
New York
$428K +$437K +12,958 New
FSC
40
Full Sail Capital
Oklahoma
$365K +$356K +10,576 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$356K +$73.2K +2,173 +25%
SI
42
Stephens Inc
Arkansas
$349K +$33.9K +1,005 +11%
WIA
43
World Investment Advisors
California
$304K -$910 -27 -0.3%
GM
44
GeoWealth Management
Illinois
$295K +$301K +8,920 New
SB
45
Suntrust Banks
Georgia
$294K +$101 +3 +0%
HighTower Advisors
46
HighTower Advisors
Illinois
$293K -$5.02K -149 -2%
GRP
47
Global Retirement Partners
California
$282K -$6.3K -187 -2%
Marshall Wace
48
Marshall Wace
United Kingdom
$264K -$109K -3,225 -29%
Citadel Advisors
49
Citadel Advisors
Florida
$253K -$338K -10,037 -57%
LA
50
Lynch & Associates
Indiana
$239K +$7.92K +235 +3%

FCOM Hedge Fund Activity: Q3 2019 in Review

68 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q3 2019, worth a combined $259M — up 55% from $167M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FCOM positions and 10 closed out — a net gain of 3 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $69.7M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $2.85M sold.

  • 68 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q3 2019, up from 65 in Q2 2019.
  • Funds reported $259M of Fidelity MSCI Communication Services Index ETF stock for Q3 2019, up 55% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q3 2019 and 10 closed out, a net change of +3 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $69.7M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q3 2019 was Portfolio Strategies, an estimated $2.85M sold.

Based on aggregated 13F filings for Q3 2019.