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Fidelity MSCI Communication Services Index ETF

124 hedge funds and large institutions have $416M invested in Fidelity MSCI Communication Services Index ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.96%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
17
Increased
47
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
76
KCM Investment Advisors
California
$347K +$40.7K +1,010 +13%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$322K
DAS
78
Dynamic Advisor Solutions
Arizona
$284K +$284K +7,068 New
MIFH
79
Migdal Insurance & Financial Holdings
Israel
$276K
GWA
80
GGM Wealth Advisors
Maryland
$266K +$266K +6,500 New
EWS
81
Evergreen Wealth Solutions
Pennsylvania
$266K +$266K +6,600 New
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$265K -$56K -1,392 -17%
BPWM
83
Badgley Phelps Wealth Managers
Washington
$260K +$260K +6,449 New
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$256K +$2.66K +66 +1%
OPS
85
Orion Portfolio Solutions
Nebraska
$252K -$104K -2,585 -29%
BCI
86
Brinker Capital Investments
Pennsylvania
$252K -$104K -2,585 -29%
SA
87
SFI Advisors
New Jersey
$235K -$13.9K -346 -6%
TRCT
88
Tower Research Capital (TRC)
New York
$226K -$42K -1,043 -16%
RJA
89
Raymond James & Associates
Florida
$217K -$57.2K -1,421 -21%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$216K +$2.9K +72 +1%
NA
91
NewEdge Advisors
Louisiana
$183K -$10.3K -256 -5%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$178K -$248K -6,157 -58%
MHR
93
Matthew Hamilton Rosenberg
$134K
BAAM
94
Baker Avenue Asset Management
California
$90.6K
Franklin Resources
95
Franklin Resources
California
$89.2K
IBOK
96
Independence Bank of Kentucky
Kentucky
$76.9K
William Blair & Company
97
William Blair & Company
Illinois
$64.7K
HI
98
Harbour Investments
Wisconsin
$59K +$40 +1 +0.1%
BWL
99
Bogart Wealth LLC
Virginia
$56.5K
VWM
100
Venturi Wealth Management
Texas
$55.2K -$875K -21,732 -94%