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Fidelity MSCI Communication Services Index ETF

117 hedge funds and large institutions have $317M invested in Fidelity MSCI Communication Services Index ETF in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more funds holding

Funds holding: 99117 (+18)

9.1% less ownership

Funds ownership: 52.4%43.3% (-9.1%)

11% less capital invested

Capital invested by funds: $356M → $317M (-$39.3M)

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

Holders
117
Holders Change
+18
Holders Change %
+18.18%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
31
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APWA
101
Atlas Private Wealth Advisors
New Jersey
$17K +$16.2K +335 New
Kayne Anderson Rudnick Investment Management
102
Kayne Anderson Rudnick Investment Management
California
$17K +$16.5K +342 New
CFA
103
Carroll Financial Associates
North Carolina
$15K -$20.8K -430 -57%
WB
104
Webster Bank
Connecticut
$15K
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$14K
CFB
106
Cullen/Frost Bankers
Texas
$12K
RFA
107
Reilly Financial Advisors
California
$10K +$9.66K +200 New
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$7K +$7.24K +150 New
CAAS
109
Capital Asset Advisory Services
Michigan
$6K
GWM
110
Geneos Wealth Management
Colorado
$6K +$6.28K +130 New
EVM
111
Eaton Vance Management
Massachusetts
$5K +$4.83K +100 New
FMTCOCP
112
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K +$2.9K +60 New
EW
113
Element Wealth
Mississippi
$2K
IF
114
Ironwood Financial
Arizona
$2K
RIA
115
RPG Investment Advisory
California
$2K
AIL
116
AGF Investments LLC
Ontario, Canada
$1K
AssetMark Inc
117
AssetMark Inc
California
$1K +$531 +11 New
HR
118
Howe & Rusling
New York
$1K +$821 +17 New
FI
119
FormulaFolio Investments
Michigan
-$37M -814,181 Closed
SS
120
Simplicity Solutions
Minnesota
-$2.74M -60,308 Closed
LWAC
121
Laurel Wealth Advisors (California)
California
-$1.82M -39,935 Closed
PG
122
Prostatis Group
Maryland
-$860K -18,910 Closed
PAG
123
Private Advisor Group
New Jersey
-$602K -13,227 Closed
CCM
124
Cox Capital Management
Massachusetts
-$570K -12,527 Closed
Goldman Sachs
125
Goldman Sachs
New York
-$374K -8,215 Closed

FCOM Hedge Fund Activity: Q1 2021 in Review

117 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q1 2021, worth a combined $317M — down 11% from $356M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FCOM positions and 13 closed out — a net gain of 18 holders — while 31 added to existing stakes and 38 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $9.33M. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $37M sold.

  • 117 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q1 2021, up from 99 in Q4 2020.
  • Funds reported $317M of Fidelity MSCI Communication Services Index ETF stock for Q1 2021, down 11% quarter-over-quarter.
  • 31 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q1 2021 and 13 closed out, a net change of +18 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q1 2021 was Financial Perspectives, an estimated $9.33M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $37M sold.

Based on aggregated 13F filings for Q1 2021.