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Fidelity MSCI Communication Services Index ETF

127 hedge funds and large institutions have $432M invested in Fidelity MSCI Communication Services Index ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

2.9% more ownership

Funds ownership: 55.13%58.03% (+2.9%)

2% more funds holding

Funds holding: 124127 (+3)

4% more capital invested

Capital invested by funds: $416M → $432M (+$16M)

11% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 46

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
41
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Eudaimonia Advisors
Tennessee
$2.04M -$199K -4,863 -9%
LNC
27
Lincoln National Corp
Pennsylvania
$2.02M -$95.6K -2,338 -4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.98M +$437K +10,694 +27%
PCS
29
Personal CFO Solutions
New Jersey
$1.91M -$127K -3,109 -6%
YWM
30
Yoder Wealth Management
California
$1.84M +$6.42K +157 +0.3%
EP
31
Eudaimonia Partners
Tennessee
$1.72M -$101K -2,459 -5%
Goldman Sachs
32
Goldman Sachs
New York
$1.61M +$1.3M +31,724 +364%
KPWS
33
Kestra Private Wealth Services
Texas
$1.6M -$137K -3,363 -8%
Bank of America
34
Bank of America
North Carolina
$1.57M +$44.2K +1,082 +3%
IOOF
35
Independent Order of Foresters
Ontario, Canada
$1.56M
Macquarie Group
36
Macquarie Group
Australia
$1.56M
ECM
37
Exchange Capital Management
Michigan
$1.55M -$19.9K -488 -1%
SCA
38
Southern Capital Advisors
Tennessee
$1.51M -$23.1K -564 -1%
ACA
39
Atlas Capital Advisors
Wyoming
$1.44M -$59.2K -1,448 -4%
MBTD
40
Mechanics Bank - Trust Department
California
$1.44M -$136K -3,315 -8%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.42M +$1.19M +29,136 +442%
BCI
42
Brinker Capital Investments
Pennsylvania
$1.38M +$1.16M +28,442 +454%
OPS
43
Orion Portfolio Solutions
Nebraska
$1.38M +$1.16M +28,442 +454%
EWM
44
EPG Wealth Management
Georgia
$1.37M -$20.3K -497 -1%
SPC
45
Sigma Planning Corp
Michigan
$1.34M +$298K +7,298 +28%
AWM
46
Axxcess Wealth Management
California
$1.25M -$300K -7,331 -19%
LA
47
Lifeworks Advisors
Michigan
$1.06M -$27.3K -667 -2%
MFG
48
Merit Financial Group
Georgia
$1M -$8.83K -216 -0.8%
JP Morgan Chase
49
JP Morgan Chase
New York
$954K +$280K +6,860 +40%
MSFS
50
Main Street Financial Solutions
Pennsylvania
$920K -$109K -2,671 -10%

FCOM Hedge Fund Activity: Q3 2023 in Review

127 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q3 2023, worth a combined $432M — up 3.9% from $416M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FCOM positions and 12 closed out — a net gain of 3 holders — while 41 added to existing stakes and 46 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $20.1M. The largest seller was Q3 Asset Management, exiting entirely with an estimated $9.9M sold.

  • 127 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q3 2023, up from 124 in Q2 2023.
  • Funds reported $432M of Fidelity MSCI Communication Services Index ETF stock for Q3 2023, up 3.9% quarter-over-quarter.
  • 15 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q3 2023 and 12 closed out, a net change of +3 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $20.1M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q3 2023 was Q3 Asset Management, an estimated $9.9M sold.

Based on aggregated 13F filings for Q3 2023.