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Fidelity MSCI Communication Services Index ETF
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Overview Fund Activity

127 hedge funds and large institutions have $432M invested in Fidelity MSCI Communication Services Index ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
41
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$24.6M
2
Lido Advisors
2
Lido Advisors
California
$61.3M
3
CW
3
Connectus Wealth
Ohio
$7.31M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.8M
5
AM
5
AGF Management
Ontario, Canada
$5.61M

Top Sellers

1
QAM
1
Q3 Asset Management
Michigan
$0
2
RWP
2
RWA Wealth Partners
Massachusetts
$0
3
Charles Schwab
3
Charles Schwab
California
$134M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$431K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
51
Birchcreek Wealth Management
Ohio
$902K -$304K -7,654 -25%
AWS
52
Atria Wealth Solutions
New York
$873K -$176K -4,434 -17%
LA
53
Lynch & Associates
Indiana
$793K +$70K +1,764 +10%
Citadel Advisors
54
Citadel Advisors
Florida
$754K -$678K -17,075 -47%
LOIP
55
Live Oak Investment Partners
Texas
$751K -$830K – –
SCA
56
Snowden Capital Advisors
New York
$724K -$36.5K -920 -5%
CA
57
CSM Advisors
Pennsylvania
$707K – – –
CPA
58
Court Place Advisors
Maryland
$703K -$10.8K -272 -2%
PSF
59
Pacific Sun Financial
California
$680K -$31.1K -784 -4%
FTS
60
Fifth Third Securities
Ohio
$646K +$1.95K +49 +0.3%
VIM
61
Vista Investment Management
Pennsylvania
$643K +$28.6K +720 +5%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$629K +$629K +15,850 New
CWM
63
Congress Wealth Management
Massachusetts
$613K +$255K +6,409 +71%
MML Investors Services
64
MML Investors Services
Massachusetts
$582K -$203K -5,111 -26%
CWM
65
Comprehensive Wealth Management
Washington
$567K +$6.99K +176 +1%
COCM
66
Charter Oak Capital Management
New Hampshire
$536K -$17.8K -449 -3%
NL
67
NWAM LLC
Washington
$511K +$75.5K +1,901 +17%
SW
68
SVB Wealth
Massachusetts
$504K -$18.2K -459 -3%
APWM
69
Atlas Private Wealth Management
New York
$495K -$5.92K -149 -1%
SIA
70
Soltis Investment Advisors
Utah
$480K +$117K +2,936 +32%
ASN
71
Advisory Services Network
Georgia
$469K -$37.2K -938 -7%
AAS
72
Avantax Advisory Services
Texas
$445K +$445K +11,204 New
SFPG
73
Stonebridge Financial Planning Group
Florida
$434K +$434K +10,941 New
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$431K -$943K -23,768 -69%
SA
75
SFI Advisors
New Jersey
$390K +$158K +3,969 +68%
1 2
3
4 5