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Fidelity MSCI Communication Services Index ETF
FCOM

139 hedge funds and large institutions have $644M invested in Fidelity MSCI Communication Services Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

6% more capital invested

Capital invested by funds: $606M → $644M (+$38M)

2% more funds holding

Funds holding: 136 → 139 (+3)

2.48% less ownership

Funds ownership: 59.33% → 56.85% (-2.5%)

Holders
139
Holders Change
+3
Holders Change %
+2.21%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
22
Increased
48
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$5.92M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.81M
3
Lido Advisors
Lido Advisors
California
+$2.75M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.4M
5
AM
AGF Management
Ontario, Canada
+$2.34M

Top Sellers

Rank Fund Capital Flow
1
WA
Win Advisors
Florida
-$2.96M
2
LNC
Lincoln National Corp
Pennsylvania
-$2.64M
3
Goldman Sachs
Goldman Sachs
New York
-$1.69M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.57M
5
EWM
EPG Wealth Management
Georgia
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
26
Yoder Wealth Management
California
$2.88M +$69.9K +1,392 +3%
MWM
27
Maltin Wealth Management
New Jersey
$2.8M +$28.1K +559 +1%
Bank of America
28
Bank of America
North Carolina
$2.65M +$272K +5,424 +12%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.48M -$199K -3,967 -8%
BCI
30
Brinker Capital Investments
Pennsylvania
$2.47M +$7.23K +144 +0.3%
OPS
31
Orion Portfolio Solutions
Nebraska
$2.47M +$7.23K +144 +0.3%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$2.12M +$89.1K +1,775 +5%
AWM
33
Axxcess Wealth Management
California
$2.1M +$1.37M +27,324 +211%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1.98M +$52K +1,035 +3%
ECM
35
Exchange Capital Management
Michigan
$1.91M -$80.9K -1,611 -4%
Macquarie Group
36
Macquarie Group
Australia
$1.88M – – –
IOOF
37
Independent Order of Foresters
Ontario, Canada
$1.88M – – –
KPWS
38
Kestra Private Wealth Services
Texas
$1.7M -$120K -2,390 -7%
MBTD
39
Mechanics Bank - Trust Department
California
$1.67M -$68.7K -1,369 -4%
CWM
40
Congress Wealth Management
Massachusetts
$1.51M +$1.45M +28,913 New
EWM
41
EPG Wealth Management
Georgia
$1.44M -$1.34M -26,785 Closed
CRI
42
Colonial River Investments
Virginia
$1.43M +$2.41K +48 +0.2%
SCA
43
Snowden Capital Advisors
New York
$1.38M +$33.5K +667 +3%
GF
44
Gimbal Financial
Indiana
$1.38M +$126K +2,507 +11%
MFG
45
Merit Financial Group
Georgia
$1.32M – – –
VWM
46
VCI Wealth Management
Missouri
$1.3M +$1.25M +24,955 New
LA
47
Lynch & Associates
Indiana
$1.23M +$31.4K +625 +3%
LA
48
Lifeworks Advisors
Michigan
$1.23M -$121K -2,411 -9%
MSFS
49
Main Street Financial Solutions
Pennsylvania
$1.21M +$20.6K +410 +2%
Jane Street
50
Jane Street
New York
$1.13M +$1.09M +21,714 New
1
2
3 4 5

FCOM Hedge Fund Activity: Q2 2024 in Review

139 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q2 2024, worth a combined $644M — up 6.3% from $606M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FCOM positions and 14 closed out — a net gain of 8 holders — while 48 added to existing stakes and 34 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $5.92M. The largest seller was Win Advisors, exiting entirely with an estimated $2.96M sold.

  • 139 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q2 2024, up from 136 in Q1 2024.
  • Funds reported $644M of Fidelity MSCI Communication Services Index ETF stock for Q2 2024, up 6.3% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q2 2024 and 14 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $5.92M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q2 2024 was Win Advisors, an estimated $2.96M sold.

Based on aggregated 13F filings for Q2 2024.