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Fidelity MSCI Communication Services Index ETF
FCOM

136 hedge funds and large institutions have $606M invested in Fidelity MSCI Communication Services Index ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $501M → $606M (+$105M)

1.64% more ownership

Funds ownership: 57.69% → 59.33% (+1.6%)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

5% less funds holding

Funds holding: 143 → 136 (-7)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
13
Increased
46
Reduced
46
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$68.1M
2
CA
Crumly & Associates
Illinois
+$5.07M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$4.75M
4
CW
Connectus Wealth
Ohio
+$3.02M
5
WA
Win Advisors
Florida
+$2.83M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$16.1M
2
AWM
AE Wealth Management
Kansas
-$7.91M
3
ACA
Aptus Capital Advisors
Alabama
-$6.82M
4
Wells Fargo
Wells Fargo
California
-$3.34M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
26
Smith Salley Wealth Management
North Carolina
$2.92M -$8.63K -182 -0.3%
YWM
27
Yoder Wealth Management
California
$2.66M +$45.6K +961 +2%
ACA
28
Atlas Capital Advisors
Wyoming
$2.66M +$642K +13,547 +34%
LNC
29
Lincoln National Corp
Pennsylvania
$2.64M -$243K -5,136 -9%
MWM
30
Maltin Wealth Management
New Jersey
$2.63M +$101K +2,136 +4%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.54M -$157K -3,322 -6%
BCI
32
Brinker Capital Investments
Pennsylvania
$2.34M -$1.16M -24,409 -34%
OPS
33
Orion Portfolio Solutions
Nebraska
$2.34M -$1.16M -24,409 -34%
Bank of America
34
Bank of America
North Carolina
$2.24M -$204K -4,301 -9%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$1.92M +$279K +5,891 +18%
ECM
36
Exchange Capital Management
Michigan
$1.9M -$18.4K -389 -1%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.83M -$419K -8,834 -19%
Macquarie Group
38
Macquarie Group
Australia
$1.78M -$155K -3,276 -8%
IOOF
39
Independent Order of Foresters
Ontario, Canada
$1.78M -$155K -3,276 -8%
EP
40
Eudaimonia Partners
Tennessee
$1.75M -$70.3K -1,483 -4%
KPWS
41
Kestra Private Wealth Services
Texas
$1.73M -$156K -3,284 -9%
Goldman Sachs
42
Goldman Sachs
New York
$1.69M +$1.62M +34,095 New
MBTD
43
Mechanics Bank - Trust Department
California
$1.65M -$91.3K -1,927 -5%
CRI
44
Colonial River Investments
Virginia
$1.35M +$516K +10,888 +66%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.34M +$139K +2,924 +12%
EWM
46
EPG Wealth Management
Georgia
$1.33M -$42.1K -888 -3%
LA
47
Lifeworks Advisors
Michigan
$1.28M +$15.2K +320 +1%
SCA
48
Snowden Capital Advisors
New York
$1.28M +$288K +6,075 +31%
MFG
49
Merit Financial Group
Georgia
$1.24M +$1.2M +25,253 New
JP Morgan Chase
50
JP Morgan Chase
New York
$1.2M -$39.5K -834 -3%
1
2
3 4 5

FCOM Hedge Fund Activity: Q1 2024 in Review

136 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q1 2024, worth a combined $606M — up 21% from $501M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FCOM and 13 opened new positions — a net loss of 7 holders — while 46 trimmed existing stakes and 46 added.

The largest buyer was Charles Schwab, adding an estimated $68.1M. The largest seller was Morgan Stanley, cutting an estimated $16.1M.

  • 136 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q1 2024, down from 143 in Q4 2023.
  • Funds reported $606M of Fidelity MSCI Communication Services Index ETF stock for Q1 2024, up 21% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q1 2024 and 20 closed out, a net change of -7 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q1 2024 was Charles Schwab, an estimated $68.1M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2024.