Fidelity MSCI Communication Services Index ETF
FCOM
77 hedge funds and large institutions have $301M invested in Fidelity MSCI Communication Services Index ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
50% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 20
16% more capital invested
Capital invested by funds: $259M → $301M (+$42.2M)
13% more funds holding
Funds holding: 68 → 77 (+9)
1.45% more ownership
Funds ownership: 59.52% → 60.97% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.06M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$2.98M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.29M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$2.29M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$4.33M |
| 2 |
Goldman Sachs
New York
|
-$912K |
| 3 |
ECM
Exchange Capital Management
Ann Arbor,
Michigan
|
-$387K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$323K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$304K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EW
76
Element Wealth
Ridgeland,
Mississippi
| $1K | +$1.41K | +41 | New |
|
|
EWP
77
Engrave Wealth Partners
The Woodlands,
Texas
| $1K | +$1.72K | +50 | New |
|
|
WIA
78
World Investment Advisors
Santa Barbara,
California
| – | -$304K | -9,191 | Closed |
|
|
GM
79
GeoWealth Management
Chicago,
Illinois
| – | -$295K | -8,920 | Closed |
|
|
GRP
80
Global Retirement Partners
San Rafael,
California
| – | -$282K | -8,524 | Closed |
|
|
SPC
81
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$206K | -6,244 | Closed |
|
|
WP
82
WealthSource Partners
San Luis Obispo,
California
| – | -$202K | -6,106 | Closed |
|
|
CFD
83
Creative Financial Designs
Kokomo,
Indiana
| – | -$79K | -2,440 | Closed |
|
|
SIM
84
Sonora Investment Management
Tucson,
Arizona
| – | -$20K | -598 | Closed |
|
|
AIC
85
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$19K | -569 | Closed |
|
|
FAAS
86
First Allied Advisory Services
San Diego,
California
| – | -$8K | -247 | Closed |
|
87
JP Morgan Chase
New York
| – | -$1K | -40 | Closed |
|
FCOM Hedge Fund Activity: Q4 2019 in Review
77 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q4 2019, worth a combined $301M — up 16% from $259M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FCOM positions and 10 closed out — a net gain of 10 holders — while 30 added to existing stakes and 20 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.06M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $4.33M.
- 77 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q4 2019, up from 68 in Q3 2019.
- Funds reported $301M of Fidelity MSCI Communication Services Index ETF stock for Q4 2019, up 16% quarter-over-quarter.
- 20 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q4 2019 and 10 closed out, a net change of +10 holders.
- The largest Fidelity MSCI Communication Services Index ETF buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $4.06M added.
- The largest Fidelity MSCI Communication Services Index ETF seller in Q4 2019 was Charles Schwab Investment Advisory, an estimated $4.33M sold.
Based on aggregated 13F filings for Q4 2019.