We are live on ! Find out more
FCOM icon

Fidelity MSCI Communication Services Index ETF
FCOM

134 hedge funds and large institutions have $385M invested in Fidelity MSCI Communication Services Index ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

9% more funds holding

Funds holding: 123 → 134 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.69% less ownership

Funds ownership: 45.55% → 44.85% (-0.69%)

11% less capital invested

Capital invested by funds: $431M → $385M (-$46.1M)

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
45
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FSC
Full Sail Capital
Oklahoma
+$3.25M
2
SIM
Seaview Investment Managers
Florida
+$2.74M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.43M
4
Morgan Stanley
Morgan Stanley
New York
+$2.18M
5
LWAC
Laurel Wealth Advisors (California)
California
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$17.8M
2
RWP
RWA Wealth Partners
Massachusetts
-$5.94M
3
AWM
AE Wealth Management
Kansas
-$4.56M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.86M
5
BCI
Brinker Capital Investments
Pennsylvania
-$3.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
101
Mascoma Wealth Management
New Hampshire
$140K +$54K +1,025 +60%
Franklin Resources
102
Franklin Resources
California
$114K – – –
NFG
103
Next Financial Group
Texas
$62K -$119K -2,267 -65%
Marshall Wace
104
Marshall Wace
United Kingdom
$57K +$58K +1,100 New
SPIA
105
Steward Partners Investment Advisory
New York
$56K – – –
WT
106
Whittier Trust
California
$51K – – –
CFA
107
Carroll Financial Associates
North Carolina
$46K +$105 +2 +0.2%
PMFA
108
Plante Moran Financial Advisors
Michigan
$35K – – –
FMTCOCP
109
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K – – –
MAM
110
Meeder Asset Management
Ohio
$32K – – –
BA
111
Bivin & Associates
Oklahoma
$30K +$30.3K +575 New
SWM
112
Spire Wealth Management
Virginia
$28K +$29K +550 New
NFSG
113
Newbridge Financial Services Group
Florida
$27K -$15.7K -298 -36%
AF
114
Allworth Financial
California
$25K – – –
SSB
115
Sandy Spring Bank
Maryland
$21K +$21.6K +410 New
Kayne Anderson Rudnick Investment Management
116
Kayne Anderson Rudnick Investment Management
California
$18K +$53 +1 +0.3%
AIP
117
Ahrens Investment Partners
Louisiana
$16K +$16.1K +306 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$15K – – –
WB
119
Webster Bank
Connecticut
$15K – – –
CFGS
120
Concourse Financial Group Securities
Alabama
$14K -$189K -3,585 -93%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$14K -$1.26K -24 -8%
CFB
122
Cullen/Frost Bankers
Texas
$13K – – –
CA
123
CoreCap Advisors
Michigan
$10K +$10.5K +200 New
AIP
124
Ameritas Investment Partners
Nebraska
$9K – – –
IA
125
IFP Advisors
Florida
$8K -$1.83M -34,741 -100%
2 3 4
5
6

FCOM Hedge Fund Activity: Q4 2021 in Review

134 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q4 2021, worth a combined $385M — down 11% from $431M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FCOM positions and 14 closed out — a net gain of 14 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Full Sail Capital, adding an estimated $3.25M. The largest seller was Charles Schwab, cutting an estimated $17.8M.

  • 134 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q4 2021, up from 123 in Q3 2021.
  • Funds reported $385M of Fidelity MSCI Communication Services Index ETF stock for Q4 2021, down 11% quarter-over-quarter.
  • 28 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q4 2021 and 14 closed out, a net change of +14 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q4 2021 was Full Sail Capital, an estimated $3.25M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q4 2021 was Charles Schwab, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2021.