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Fidelity MSCI Communication Services Index ETF

123 hedge funds and large institutions have $431M invested in Fidelity MSCI Communication Services Index ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

12% more funds holding

Funds holding: 110123 (+13)

10% more capital invested

Capital invested by funds: $392M → $431M (+$39M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.08% less ownership

Funds ownership: 46.63%45.55% (-1.1%)

Holders
123
Holders Change
+13
Holders Change %
+11.82%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
47
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
26
Smith Salley Wealth Management
North Carolina
$2.46M +$254K +4,613 +11%
IOOF
27
Independent Order of Foresters
Ontario, Canada
$2.42M -$140K -2,541 -5%
Macquarie Group
28
Macquarie Group
Australia
$2.42M -$140K -2,541 -5%
ECM
29
Exchange Capital Management
Michigan
$2.36M -$30.2K -548 -1%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$2.35M +$394K +7,140 +19%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.34M +$1.39M +25,143 +135%
FA
32
FMA Advisory
Pennsylvania
$2.23M +$1.38K +25 +0.1%
KPWS
33
Kestra Private Wealth Services
Texas
$2.21M -$26.6K -482 -1%
BFA
34
Beaumont Financial Advisors
Massachusetts
$2.19M +$146K +2,651 +7%
DFG
35
Demars Financial Group
Washington
$2.13M +$30.4K +551 +1%
ACA
36
Atlas Capital Advisors
Wyoming
$1.99M +$1.21M +21,885 +142%
CPA
37
Court Place Advisors
Maryland
$1.98M -$49.6K -900 -2%
IA
38
IFP Advisors
Florida
$1.89M +$416K +7,542 +28%
EWM
39
EPG Wealth Management
Georgia
$1.69M -$8.16K -148 -0.5%
SPC
40
Sigma Planning Corp
Michigan
$1.62M +$143K +2,586 +9%
FTS
41
Fifth Third Securities
Ohio
$1.52M +$1.57M +28,554 New
Citadel Advisors
42
Citadel Advisors
Florida
$1.44M +$72.2K +1,310 +5%
BWM
43
Birchcreek Wealth Management
Ohio
$1.41M +$1.54K +28 +0.1%
Goldman Sachs
44
Goldman Sachs
New York
$1.39M -$661K -12,000 -32%
MSFS
45
Main Street Financial Solutions
Pennsylvania
$1.3M -$61.9K -1,124 -4%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$1.19M +$826K +14,987 +205%
SFPG
47
Stonebridge Financial Planning Group
Florida
$1.18M +$1.2M +21,769 New
CA
48
CSM Advisors
Pennsylvania
$1.17M
SW
49
SVB Wealth
Massachusetts
$1.16M
PA
50
PFG Advisors
Arizona
$1.14M -$144K -2,613 -11%

FCOM Hedge Fund Activity: Q3 2021 in Review

123 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q3 2021, worth a combined $431M — up 10% from $392M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FCOM positions and 5 closed out — a net gain of 13 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was Lido Advisors, adding an estimated $16.3M. The largest seller was Envestnet Asset Management, cutting an estimated $2.93M.

  • 123 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q3 2021, up from 110 in Q2 2021.
  • Funds reported $431M of Fidelity MSCI Communication Services Index ETF stock for Q3 2021, up 10% quarter-over-quarter.
  • 18 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q3 2021 and 5 closed out, a net change of +13 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q3 2021 was Lido Advisors, an estimated $16.3M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $2.93M sold.

Based on aggregated 13F filings for Q3 2021.