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Fidelity MSCI Communication Services Index ETF

113 hedge funds and large institutions have $204M invested in Fidelity MSCI Communication Services Index ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

15% more funds holding

Funds holding: 98113 (+15)

0.13% more ownership

Funds ownership: 44.34%44.47% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

6% less capital invested

Capital invested by funds: $217M → $204M (-$12.9M)

Holders
113
Holders Change
+15
Holders Change %
+15.31%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
33
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
26
Exchange Capital Management
Michigan
$1.3M -$7.25K -227 -0.5%
BWM
27
Birchcreek Wealth Management
Ohio
$1.28M +$27.8K +872 +2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.27M -$75.6K -2,366 -5%
Macquarie Group
29
Macquarie Group
Australia
$1.22M
IOOF
30
Independent Order of Foresters
Ontario, Canada
$1.22M
SPC
31
Sigma Planning Corp
Michigan
$1.2M -$40.9K -1,280 -3%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.16M -$343K -10,727 -22%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.15M -$29.2K -913 -2%
EWM
34
EPG Wealth Management
Georgia
$1.14M -$3.93K -123 -0.3%
SA
35
SFI Advisors
New Jersey
$1.08M +$636K +19,928 +135%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.04M +$122K +3,820 +13%
AWM
37
AE Wealth Management
Kansas
$1.03M +$52.6K +1,648 +5%
VWM
38
Venturi Wealth Management
Texas
$1M +$1.03M +32,232 New
LA
39
Lifeworks Advisors
Michigan
$950K +$28.1K +879 +3%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$824K +$347K +10,851 +69%
MFG
41
Merit Financial Group
Georgia
$790K +$812K +25,425 New
MSFS
42
Main Street Financial Solutions
Pennsylvania
$728K +$5.75K +180 +0.8%
Jane Street
43
Jane Street
New York
$662K +$91.4K +2,861 +15%
CPA
44
Court Place Advisors
Maryland
$650K -$141K -4,403 -17%
LOIP
45
Live Oak Investment Partners
Texas
$600K
PSF
46
Pacific Sun Financial
California
$561K -$38.8K -1,216 -6%
CRI
47
Colonial River Investments
Virginia
$560K +$576K +18,044 New
CA
48
CSM Advisors
Pennsylvania
$553K -$131K -4,100 -19%
SCA
49
Snowden Capital Advisors
New York
$509K +$234K +7,337 +81%
LA
50
Lynch & Associates
Indiana
$507K -$81.2K -2,544 -13%

FCOM Hedge Fund Activity: Q4 2022 in Review

113 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q4 2022, worth a combined $204M — down 5.9% from $217M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FCOM positions and 11 closed out — a net gain of 19 holders — while 33 added to existing stakes and 33 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $11.1M. The largest seller was Charles Schwab, cutting an estimated $21.7M.

  • 113 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q4 2022, up from 98 in Q3 2022.
  • Funds reported $204M of Fidelity MSCI Communication Services Index ETF stock for Q4 2022, down 5.9% quarter-over-quarter.
  • 30 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q4 2022 and 11 closed out, a net change of +19 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q4 2022 was Goldman Sachs, an estimated $11.1M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q4 2022 was Charles Schwab, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.