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Fidelity MSCI Communication Services Index ETF

87 hedge funds and large institutions have $289M invested in Fidelity MSCI Communication Services Index ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

3% less funds holding

Funds holding: 9087 (-3)

8% less capital invested

Capital invested by funds: $316M → $289M (-$26.3M)

8.73% less ownership

Funds ownership: 60.8%52.07% (-8.7%)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
28
Reduced
27
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
51
HBW Advisory Services
California
$368K -$1.45M -37,595 -80%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$366K +$33.5K +869 +10%
TRCT
53
Tower Research Capital (TRC)
New York
$334K -$38.8K -1,008 -10%
MA
54
Mutual Advisors
Nebraska
$333K +$332K +8,628 New
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$322K +$322K +8,357 New
Goldman Sachs
56
Goldman Sachs
New York
$317K -$38 -1 -0%
VIM
57
Vista Investment Management
Pennsylvania
$265K
CA
58
Crumly & Associates
Illinois
$259K -$111K -2,871 -30%
SPC
59
Sigma Planning Corp
Michigan
$255K +$19.9K +518 +8%
Marshall Wace
60
Marshall Wace
United Kingdom
$254K +$254K +6,593 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$228K +$23.8K +617 +12%
ASN
62
Advisory Services Network
Georgia
$152K +$151K +3,923 New
MHR
63
Matthew Hamilton Rosenberg
$128K +$115 +3 +0.1%
FP
64
Financial Perspectives
Minnesota
$114K +$192 +5 +0.2%
NFG
65
Next Financial Group
Texas
$111K +$111K +2,883 New
PG
66
Proffitt & Goodson
Tennessee
$108K
AWA
67
Arkadios Wealth Advisors
Georgia
$85.3K +$3.39K +88 +4%
Franklin Resources
68
Franklin Resources
California
$85K
CFD
69
Creative Financial Designs
Indiana
$77K -$9.12K -237 -11%
SFS
70
Sowell Financial Services
Arkansas
$61K
SPIA
71
Steward Partners Investment Advisory
New York
$42K
NFSG
72
Newbridge Financial Services Group
Florida
$32K +$32K +832 New
IA
73
IFP Advisors
Florida
$29K -$18.8K -489 -40%
RWA
74
Ropes Wealth Advisors
Massachusetts
$26K
PMFA
75
Plante Moran Financial Advisors
Michigan
$19K -$462 -12 -2%

FCOM Hedge Fund Activity: Q3 2020 in Review

87 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q3 2020, worth a combined $289M — down 8.3% from $316M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FCOM and 15 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 28 added.

The largest buyer was FormulaFolio Investments, opening a new position worth an estimated $32.1M. The largest seller was Charles Schwab, cutting an estimated $42.5M.

  • 87 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q3 2020, down from 90 in Q2 2020.
  • Funds reported $289M of Fidelity MSCI Communication Services Index ETF stock for Q3 2020, down 8.3% quarter-over-quarter.
  • 15 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q3 2020 and 17 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q3 2020 was FormulaFolio Investments, an estimated $32.1M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q3 2020 was Charles Schwab, an estimated $42.5M sold.

Based on aggregated 13F filings for Q3 2020.