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Fidelity MSCI Communication Services Index ETF

27 hedge funds and large institutions have $15.7M invested in Fidelity MSCI Communication Services Index ETF in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

4% more funds holding

Funds holding: 2627 (+1)

19.17% less ownership

Funds ownership: 33.57%14.4% (-19%)

64% less capital invested

Capital invested by funds: $43.7M → $15.7M (-$28M)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRCM
1
Bright Rock Capital Management
Massachusetts
$5.22M
ASN
2
Advisory Services Network
Georgia
$2.35M -$22.9K -703 -0.9%
Bank of America
3
Bank of America
North Carolina
$1.5M +$58.8K +1,807 +4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.34M +$116K +3,553 +9%
SI
5
SII Investments
Wisconsin
$1.11M +$1.13M +34,757 New
Morgan Stanley
6
Morgan Stanley
New York
$904K +$220K +6,762 +31%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$748K +$320K +9,848 +73%
GRP
8
Global Retirement Partners
California
$421K -$6.31K -194 -1%
Lido Advisors
9
Lido Advisors
California
$338K +$76.9K +2,365 +29%
WPP
10
Whalerock Point Partners
Rhode Island
$293K +$299K +9,180 New
CFD
11
Creative Financial Designs
Indiana
$279K -$333K -10,247 -54%
AWA
12
ARS Wealth Advisors
Florida
$260K -$10.6K -325 -4%
Jane Street
13
Jane Street
New York
$228K +$232K +7,136 New
Citigroup
14
Citigroup
New York
$208K +$212K +6,521 New
SG Americas Securities
15
SG Americas Securities
New York
$163K +$166K +5,093 New
Wells Fargo
16
Wells Fargo
California
$114K +$48.8K +1,502 +72%
RCG
17
Ruggie Capital Group
Florida
$89K -$67.3K -2,070 -43%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$29K +$6.57K +202 +28%
AG
19
Advisor Group
Arizona
$22K -$11.3K -349 -34%
UBS Group
20
UBS Group
Switzerland
$22K
WA
21
WFG Advisors
Texas
$13K +$3.25K +100 +33%
NR
22
Newfound Research
Massachusetts
$12K +$9.24K +284 +276%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K -$11.5K -353 -66%
TFA
24
Transamerica Financial Advisors
Florida
$3K -$377K -11,588 -99%
SSB
25
Sandy Spring Bank
Maryland
$2K +$1.63K +50 New

FCOM Hedge Fund Activity: Q2 2017 in Review

27 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q2 2017, worth a combined $15.7M — down 64% from $43.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FCOM positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 8 trimmed.

The largest buyer was SII Investments, opening a new position worth an estimated $1.13M. The largest seller was Pinnacle Advisory Group, exiting entirely with an estimated $25.4M sold.

  • 27 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q2 2017, up from 26 in Q1 2017.
  • Funds reported $15.7M of Fidelity MSCI Communication Services Index ETF stock for Q2 2017, down 64% quarter-over-quarter.
  • 6 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q2 2017 and 5 closed out, a net change of +1 holder.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q2 2017 was SII Investments, an estimated $1.13M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q2 2017 was Pinnacle Advisory Group, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2017.