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Fidelity MSCI Communication Services Index ETF
FCOM

134 hedge funds and large institutions have $385M invested in Fidelity MSCI Communication Services Index ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

9% more funds holding

Funds holding: 123 → 134 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.69% less ownership

Funds ownership: 45.55% → 44.85% (-0.69%)

11% less capital invested

Capital invested by funds: $431M → $385M (-$46.1M)

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
45
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FSC
Full Sail Capital
Oklahoma
+$3.25M
2
SIM
Seaview Investment Managers
Florida
+$2.74M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.43M
4
Morgan Stanley
Morgan Stanley
New York
+$2.18M
5
LWAC
Laurel Wealth Advisors (California)
California
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$17.8M
2
RWP
RWA Wealth Partners
Massachusetts
-$5.94M
3
AWM
AE Wealth Management
Kansas
-$4.56M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.86M
5
BCI
Brinker Capital Investments
Pennsylvania
-$3.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
26
Macquarie Group
Australia
$2.33M – – –
ECM
27
Exchange Capital Management
Michigan
$2.25M -$25.4K -481 -1%
DFG
28
Demars Financial Group
Washington
$2.17M +$122K +2,315 +6%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.06M -$214K -4,062 -9%
BFA
30
Beaumont Financial Advisors
Massachusetts
$1.92M -$194K -3,679 -9%
CPA
31
Court Place Advisors
Maryland
$1.89M -$15.8K -300 -0.8%
LWAC
32
Laurel Wealth Advisors (California)
California
$1.89M +$1.94M +36,759 New
KAS
33
Kestra Advisory Services
Texas
$1.78M -$2.92M -55,399 -62%
SPC
34
Sigma Planning Corp
Michigan
$1.74M +$184K +3,500 +12%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.64M -$628K -11,907 -27%
EWM
36
EPG Wealth Management
Georgia
$1.62M +$2.85K +54 +0.2%
BWM
37
Birchcreek Wealth Management
Ohio
$1.5M +$149K +2,827 +11%
SCA
38
Southern Capital Advisors
Tennessee
$1.45M +$1.48M +28,138 New
BFPW
39
BOK Financial Private Wealth
Colorado
$1.25M +$1.29M +24,442 New
MSFS
40
Main Street Financial Solutions
Pennsylvania
$1.25M +$1.9K +36 +0.1%
CA
41
CSM Advisors
Pennsylvania
$1.13M – – –
SW
42
SVB Wealth
Massachusetts
$1.08M -$32.8K -622 -3%
Goldman Sachs
43
Goldman Sachs
New York
$1.07M -$266K -5,047 -19%
LNC
44
Lincoln National Corp
Pennsylvania
$1M +$738K +13,998 +254%
KIA
45
KCM Investment Advisors
California
$998K +$811K +15,389 +382%
OMC
46
Old Mission Capital
Illinois
$988K +$1.01M +19,237 New
VWM
47
Venturi Wealth Management
Texas
$975K +$1M +18,979 New
FTUS
48
Flow Traders U.S.
New York
$969K +$694K +13,172 +232%
NA
49
NewEdge Advisors
Louisiana
$937K +$962K +18,244 New
LA
50
Lynch & Associates
Indiana
$890K +$10.1K +192 +1%
1
2
3 4 5

FCOM Hedge Fund Activity: Q4 2021 in Review

134 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q4 2021, worth a combined $385M — down 11% from $431M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FCOM positions and 14 closed out — a net gain of 14 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Full Sail Capital, adding an estimated $3.25M. The largest seller was Charles Schwab, cutting an estimated $17.8M.

  • 134 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q4 2021, up from 123 in Q3 2021.
  • Funds reported $385M of Fidelity MSCI Communication Services Index ETF stock for Q4 2021, down 11% quarter-over-quarter.
  • 28 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q4 2021 and 14 closed out, a net change of +14 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q4 2021 was Full Sail Capital, an estimated $3.25M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q4 2021 was Charles Schwab, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2021.