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Fidelity MSCI Communication Services Index ETF

122 hedge funds and large institutions have $242M invested in Fidelity MSCI Communication Services Index ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

18% more capital invested

Capital invested by funds: $204M → $242M (+$37.3M)

8% more funds holding

Funds holding: 113122 (+9)

0.32% more ownership

Funds ownership: 44.47%44.78% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

36% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 45

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
29
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
CSM Advisors
Pennsylvania
$651K
SCA
52
Snowden Capital Advisors
New York
$630K +$29.2K +837 +5%
LA
53
Lynch & Associates
Indiana
$617K +$18.4K +528 +3%
FTS
54
Fifth Third Securities
Ohio
$585K +$4.46K +128 +0.8%
VIM
55
Vista Investment Management
Pennsylvania
$568K +$24.3K +697 +5%
COCM
56
Charter Oak Capital Management
New Hampshire
$513K +$85.2K +2,445 +21%
AT
57
American Trust
Kentucky
$502K -$67.7K -1,943 -15%
CWM
58
Comprehensive Wealth Management
Washington
$501K +$50.7K +1,454 +12%
APWM
59
Atlas Private Wealth Management
New York
$487K +$15.5K +446 +3%
SW
60
SVB Wealth
Massachusetts
$481K -$106K -3,054 -19%
ACA
61
Atlas Capital Advisors
Wyoming
$476K +$84.6K +2,427 +23%
ASN
62
Advisory Services Network
Georgia
$440K -$3.69K -106 -0.9%
SFS
63
Sowell Financial Services
Arkansas
$436K +$415K +11,907 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$435K -$66.1K -1,898 -14%
CRI
65
Colonial River Investments
Virginia
$432K -$217K -6,228 -35%
HAS
66
HBW Advisory Services
California
$420K +$400K +11,467 New
AB
67
Atlas Brown
Kentucky
$398K -$7.46K -214 -2%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$387K +$290K +8,325 +370%
NL
69
NWAM LLC
Washington
$380K +$361K +10,370 New
CWM
70
Congress Wealth Management
Massachusetts
$332K +$63.5K +1,823 +25%
SIA
71
Soltis Investment Advisors
Utah
$325K
BCI
72
Brinker Capital Investments
Pennsylvania
$324K +$308K +8,850 New
OPS
73
Orion Portfolio Solutions
Nebraska
$324K +$308K +8,850 New
GCWM
74
Graham Capital Wealth Management
District of Columbia
$320K +$30.5K +874 New
ACP
75
Aveo Capital Partners
Colorado
$311K

FCOM Hedge Fund Activity: Q1 2023 in Review

122 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q1 2023, worth a combined $242M — up 18% from $204M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FCOM positions and 14 closed out — a net gain of 11 holders — while 29 added to existing stakes and 45 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $6.68M. The largest seller was Goldman Sachs, cutting an estimated $10.6M.

  • 122 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q1 2023, up from 113 in Q4 2022.
  • Funds reported $242M of Fidelity MSCI Communication Services Index ETF stock for Q1 2023, up 18% quarter-over-quarter.
  • 25 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q1 2023 and 14 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q1 2023 was HighTower Advisors, an estimated $6.68M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q1 2023 was Goldman Sachs, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.