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Fidelity MSCI Communication Services Index ETF

78 hedge funds and large institutions have $227M invested in Fidelity MSCI Communication Services Index ETF in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

1% more funds holding

Funds holding: 7778 (+1)

4.16% less ownership

Funds ownership: 60.97%56.8% (-4.2%)

25% less capital invested

Capital invested by funds: $301M → $227M (-$74.5M)

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
26
Reduced
21
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAA
51
Peregrine Asset Advisers
Oregon
$197K +$233K +6,772 New
NFG
52
Next Financial Group
Texas
$97K +$91.6K +2,662 +402%
MHR
53
Matthew Hamilton Rosenberg
$97K +$114K +3,319 New
Fidelity Investments
54
Fidelity Investments
Massachusetts
$81K -$180K -5,246 -65%
VCP
55
Verus Capital Partners
Arizona
$63K +$74.6K +2,168 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$61K +$72.3K +2,102 New
AWA
57
Arkadios Wealth Advisors
Georgia
$51.4K -$6.29K -183 -9%
SFS
58
Sowell Financial Services
Arkansas
$46K
SPIA
59
Steward Partners Investment Advisory
New York
$31K +$37.8K +1,100 New
RWA
60
Ropes Wealth Advisors
Massachusetts
$20K +$23.6K +685 New
William Blair & Company
61
William Blair & Company
Illinois
$18K
AIC
62
Ameritas Investment Company
Nebraska
$17K +$19.7K +572 New
AF
63
Allworth Financial
California
$14K +$16.7K +485 New
BFEC
64
Benjamin F. Edwards & Company
Missouri
$13K
FHA
65
Flagship Harbor Advisors
Massachusetts
$11K -$1.62K -47 -11%
PMFA
66
Plante Moran Financial Advisors
Michigan
$11K
CAC
67
Certified Advisory Corp
Florida
$11K +$9.29K +270 +231%
IA
68
IFP Advisors
Florida
$10K +$11.3K +329 New
CAN
69
Claraphi Advisory Network
United States
$10K +$12K +350 New
WB
70
Webster Bank
Connecticut
$9K
APA
71
American Portfolios Advisors
New York
$8.71K +$10.3K +300 New
CFB
72
Cullen/Frost Bankers
Texas
$7K
EIP
73
Ellis Investment Partners
Pennsylvania
$5K +$34 +1 +0.5%
AIL
74
AGF Investments LLC
Ontario, Canada
$1K -$894 -26 -49%
EW
75
Element Wealth
Mississippi
$1K

FCOM Hedge Fund Activity: Q1 2020 in Review

78 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q1 2020, worth a combined $227M — down 25% from $301M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FCOM positions and 19 closed out — a net gain of 3 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $128M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $142M sold.

  • 78 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q1 2020, up from 77 in Q4 2019.
  • Funds reported $227M of Fidelity MSCI Communication Services Index ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q1 2020 and 19 closed out, a net change of +3 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q1 2020 was Charles Schwab, an estimated $128M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2020.