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Fidelity MSCI Communication Services Index ETF

123 hedge funds and large institutions have $431M invested in Fidelity MSCI Communication Services Index ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

12% more funds holding

Funds holding: 110123 (+13)

10% more capital invested

Capital invested by funds: $392M → $431M (+$39M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.08% less ownership

Funds ownership: 46.63%45.55% (-1.1%)

Holders
123
Holders Change
+13
Holders Change %
+11.82%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
47
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
76
Lincoln National Corp
Pennsylvania
$295K +$304K +5,515 New
TRCT
77
Tower Research Capital (TRC)
New York
$290K -$72K -1,307 -19%
TCMP
78
Thrive Capital Management (Pennsylvania)
Pennsylvania
$278K
ASN
79
Advisory Services Network
Georgia
$270K +$28.3K +514 +11%
ERWM
80
Elk River Wealth Management
Colorado
$264K
COCM
81
Charter Oak Capital Management
New Hampshire
$242K +$18.2K +331 +8%
CWM
82
Comprehensive Wealth Management
Washington
$236K +$244K +4,424 New
KIA
83
KCM Investment Advisors
California
$215K +$12.7K +230 +6%
FP
84
Financial Perspectives
Minnesota
$213K +$496 +9 +0.2%
BS
85
Boenning & Scattergood
Pennsylvania
$211K +$218K +3,956 New
CFGS
86
Concourse Financial Group Securities
Alabama
$206K +$198K +3,585 +1,280%
Prudential Financial
87
Prudential Financial
New Jersey
$205K +$204K +3,705 New
BCM
88
Beaumont Capital Management
Massachusetts
$204K +$211K +3,824 New
NFG
89
Next Financial Group
Texas
$186K -$276 -5 -0.1%
MHR
90
Matthew Hamilton Rosenberg
$177K
APA
91
American Portfolios Advisors
New York
$161K -$20.2K -367 -11%
PG
92
Proffitt & Goodson
Tennessee
$149K
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$145K +$44.5K +807 +42%
IBOK
94
Independence Bank of Kentucky
Kentucky
$142K
Franklin Resources
95
Franklin Resources
California
$118K
MWM
96
Mascoma Wealth Management
New Hampshire
$91K +$94.2K +1,710 New
Barclays
97
Barclays
United Kingdom
$59K -$233K -4,224 -79%
SPIA
98
Steward Partners Investment Advisory
New York
$59K
WT
99
Whittier Trust
California
$53K
CFA
100
Carroll Financial Associates
North Carolina
$48K +$55 +1 +0.1%

FCOM Hedge Fund Activity: Q3 2021 in Review

123 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q3 2021, worth a combined $431M — up 10% from $392M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FCOM positions and 5 closed out — a net gain of 13 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was Lido Advisors, adding an estimated $16.3M. The largest seller was Envestnet Asset Management, cutting an estimated $2.93M.

  • 123 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q3 2021, up from 110 in Q2 2021.
  • Funds reported $431M of Fidelity MSCI Communication Services Index ETF stock for Q3 2021, up 10% quarter-over-quarter.
  • 18 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q3 2021 and 5 closed out, a net change of +13 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q3 2021 was Lido Advisors, an estimated $16.3M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $2.93M sold.

Based on aggregated 13F filings for Q3 2021.