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Fidelity MSCI Communication Services Index ETF

113 hedge funds and large institutions have $308M invested in Fidelity MSCI Communication Services Index ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.28% less ownership

Funds ownership: 44.85%41.58% (-3.3%)

16% less funds holding

Funds holding: 134113 (-21)

20% less capital invested

Capital invested by funds: $385M → $308M (-$76.3M)

60% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 30

Holders
113
Holders Change
-21
Holders Change %
-15.67%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
46
Reduced
36
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$550K -$2.31M -49,722 -80%
MA
52
Maxele Advisors
Missouri
$549K -$19K -409 -3%
APWM
53
Atlas Private Wealth Management
New York
$549K +$37.9K +816 +7%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$511K +$60K +1,293 +13%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$471K +$54K +1,163 +13%
SIA
56
Soltis Investment Advisors
Utah
$404K +$73.4K +1,581 +22%
ASN
57
Advisory Services Network
Georgia
$397K +$150K +3,239 +59%
SCA
58
Snowden Capital Advisors
New York
$395K +$97.2K +2,094 +32%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$392K -$181K -3,889 -31%
RJA
60
Raymond James & Associates
Florida
$383K -$15.1K -326 -4%
EA
61
Eudaimonia Advisors
Tennessee
$376K -$348K -7,497 -48%
WCP
62
Welch Capital Partners
New York
$368K
VIM
63
Vista Investment Management
Pennsylvania
$345K +$33K +710 +10%
CAN
64
Cetera Advisor Networks
California
$341K -$24.3K -523 -7%
FP
65
Financial Perspectives
Minnesota
$320K +$141K +3,027 +76%
AWM
66
AE Wealth Management
Kansas
$318K -$68.1K -1,468 -17%
CWM
67
Comprehensive Wealth Management
Washington
$309K +$68.2K +1,470 +28%
GWA
68
GGM Wealth Advisors
Maryland
$288K +$302K +6,500 New
SFPG
69
Stonebridge Financial Planning Group
Florida
$283K -$193K -4,155 -40%
COCM
70
Charter Oak Capital Management
New Hampshire
$264K +$40.2K +865 +18%
Jane Street
71
Jane Street
New York
$242K +$247K +5,326 New
TCMP
72
Thrive Capital Management (Pennsylvania)
Pennsylvania
$237K +$232 +5 +0.1%
Prudential Financial
73
Prudential Financial
New Jersey
$233K +$66.6K +1,435 +39%
JWCA
74
J.W. Cole Advisors
Florida
$221K
BS
75
Boenning & Scattergood
Pennsylvania
$219K +$42.6K +918 +24%

FCOM Hedge Fund Activity: Q1 2022 in Review

113 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q1 2022, worth a combined $308M — down 20% from $385M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FCOM and 12 opened new positions — a net loss of 18 holders — while 36 trimmed existing stakes and 46 added.

The largest buyer was Lido Advisors, adding an estimated $6.21M. The largest seller was Charles Schwab, cutting an estimated $31.4M.

  • 113 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q1 2022, down from 134 in Q4 2021.
  • Funds reported $308M of Fidelity MSCI Communication Services Index ETF stock for Q1 2022, down 20% quarter-over-quarter.
  • 12 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q1 2022 and 30 closed out, a net change of -18 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q1 2022 was Lido Advisors, an estimated $6.21M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q1 2022 was Charles Schwab, an estimated $31.4M sold.

Based on aggregated 13F filings for Q1 2022.