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Fidelity MSCI Communication Services Index ETF

113 hedge funds and large institutions have $204M invested in Fidelity MSCI Communication Services Index ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

15% more funds holding

Funds holding: 98113 (+15)

0.13% more ownership

Funds ownership: 44.34%44.47% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

6% less capital invested

Capital invested by funds: $217M → $204M (-$12.9M)

Holders
113
Holders Change
+15
Holders Change %
+15.31%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
33
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BS
76
Boenning & Scattergood
Pennsylvania
$219K +$154K +4,812 New
GWA
77
GGM Wealth Advisors
Maryland
$211K
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$211K +$217K +6,801 New
Mariner
79
Mariner
Kansas
$208K -$79.4K -2,488 -27%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$176K -$188K -5,892 -51%
MHR
81
Matthew Hamilton Rosenberg
$103K
MCC
82
Money Concepts Capital
Florida
$102K -$326K -10,199 -76%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$70K +$71.8K +2,250 New
BAAM
84
Baker Avenue Asset Management
California
$69.9K +$71.8K +2,250 New
Franklin Resources
85
Franklin Resources
California
$68.8K
IBOK
86
Independence Bank of Kentucky
Kentucky
$59K
HI
87
Harbour Investments
Wisconsin
$50.2K +$38.6K +1,210 +297%
William Blair & Company
88
William Blair & Company
Illinois
$49.9K +$51.3K +1,608 New
Simplex Trading
89
Simplex Trading
Illinois
$40K +$41.9K +1,311 New
GFWA
90
Grey Fox Wealth Advisors
Delaware
$37.5K +$38.5K +1,206 New
RBC
91
Romano Brothers & Co
Illinois
$37.3K +$38.3K +1,200 New
NMG
92
New Millennium Group
Utah
$35.3K +$32 +1 +0.1%
NECFA
93
New England Capital Financial Advisors
Connecticut
$21.5K +$19.9K +622 New
PFA
94
Pathway Financial Advisers
Indiana
$21K +$21.6K +675 New
NA
95
NewEdge Advisors
Louisiana
$16.7K +$170K +5,324 New
BWL
96
Bogart Wealth LLC
Virginia
$15.6K +$16K +501 New
AF
97
Allworth Financial
California
$15.1K
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
$14.9K -$136K -4,253 -90%
SSB
99
Sandy Spring Bank
Maryland
$12.4K +$12.8K +400 New
BFPW
100
BOK Financial Private Wealth
Colorado
$11.7K -$13.2K -413 -52%

FCOM Hedge Fund Activity: Q4 2022 in Review

113 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q4 2022, worth a combined $204M — down 5.9% from $217M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FCOM positions and 11 closed out — a net gain of 19 holders — while 33 added to existing stakes and 33 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $11.1M. The largest seller was Charles Schwab, cutting an estimated $21.7M.

  • 113 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q4 2022, up from 98 in Q3 2022.
  • Funds reported $204M of Fidelity MSCI Communication Services Index ETF stock for Q4 2022, down 5.9% quarter-over-quarter.
  • 30 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q4 2022 and 11 closed out, a net change of +19 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q4 2022 was Goldman Sachs, an estimated $11.1M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q4 2022 was Charles Schwab, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.