Fidelity MSCI Communication Services Index ETF
FCOM
55 hedge funds and large institutions have $144M invested in Fidelity MSCI Communication Services Index ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
157% more capital invested
Capital invested by funds: $55.9M → $144M (+$87.8M)
38% more funds holding
Funds holding: 40 → 55 (+15)
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
17.45% more ownership
Funds ownership: 32.43% → 49.88% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$66.1M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$9.91M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$9.7M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$2.24M |
| 5 |
NAM
NorthCoast Asset Management
Greenwich,
Connecticut
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$3.44M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.39M |
| 3 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$824K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$729K |
| 5 |
Goldman Sachs
New York
|
-$398K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
51
Concourse Financial Group Securities
Birmingham,
Alabama
| $3K | +$3.12K | +100 | New |
|
|
AIL
52
AGF Investments LLC
Toronto,
Ontario, Canada
| $2K | -$2.34K | -75 | -60% |
|
|
GAM
53
Gemmer Asset Management
Walnut Creek,
California
| $2K | +$2.19K | +70 | New |
|
|
CFA
54
Camarda Financial Advisors
Fleming Island,
Florida
| $1K | +$1.41K | +45 | New |
|
|
CAI
55
Capital Advisors Inc
Tulsa,
Oklahoma
| – | -$3.44M | -120,630 | Closed |
|
|
SPC
56
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$729K | -25,570 | Closed |
|
|
FSC
57
Full Sail Capital
Oklahoma City,
Oklahoma
| – | -$246K | -8,621 | Closed |
|
|
IAA
58
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$218K | -7,025 | Closed |
|
|
RWA
59
River Wealth Advisors
Camp Hill,
Pennsylvania
| – | -$14K | -503 | Closed |
|
60
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$3K | -102 | Closed |
|
|
GI
61
Gradient Investments
Arden Hills,
Minnesota
| – | -$3K | -95 | Closed |
|
|
TFA
62
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$2K | -44 | Closed |
|
FCOM Hedge Fund Activity: Q1 2019 in Review
55 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q1 2019, worth a combined $144M — up 157% from $55.9M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FCOM positions and 8 closed out — a net gain of 16 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $66.1M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $3.44M sold.
- 55 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q1 2019, up from 40 in Q4 2018.
- Funds reported $144M of Fidelity MSCI Communication Services Index ETF stock for Q1 2019, up 157% quarter-over-quarter.
- 24 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q1 2019 and 8 closed out, a net change of +16 holders.
- The largest Fidelity MSCI Communication Services Index ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $66.1M added.
- The largest Fidelity MSCI Communication Services Index ETF seller in Q1 2019 was Capital Advisors Inc, an estimated $3.44M sold.
Based on aggregated 13F filings for Q1 2019.