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Fidelity MSCI Communication Services Index ETF

28 hedge funds and large institutions have $13.3M invested in Fidelity MSCI Communication Services Index ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

8% more funds holding

Funds holding: 2628 (+2)

4.89% less ownership

Funds ownership: 16.97%12.07% (-4.9%)

34% less capital invested

Capital invested by funds: $20.2M → $13.3M (-$6.95M)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.53M +$551K +18,294 +26%
ASN
2
Advisory Services Network
Georgia
$2.26M +$364K +12,095 +18%
GRP
3
Global Retirement Partners
California
$1.54M +$906K +30,102 +125%
RW
4
Rand Wealth
Maryland
$1.11M +$1.17M +38,973 New
Jane Street
5
Jane Street
New York
$783K +$826K +27,454 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$727K -$998K -33,154 -57%
Lido Advisors
7
Lido Advisors
California
$706K +$244K +8,105 +49%
Bank of America
8
Bank of America
North Carolina
$580K -$540K -17,937 -47%
PSF
9
Pacific Sun Financial
California
$456K +$481K +15,985 New
Morgan Stanley
10
Morgan Stanley
New York
$434K -$2.69M -89,224 -85%
FA
11
FMA Advisory
Pennsylvania
$426K +$25.3K +841 +6%
ECM
12
Exchange Capital Management
Michigan
$364K +$179K +5,944 +87%
LPL Financial
13
LPL Financial
California
$292K +$308K +10,240 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$272K -$671K -22,280 -70%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$268K -$615K -20,443 -68%
NR
16
Newfound Research
Massachusetts
$214K +$23.2K +770 +11%
Wells Fargo
17
Wells Fargo
California
$106K -$9.66K -321 -8%
RCG
18
Ruggie Capital Group
Florida
$80K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$28K +$60 +2 +0.2%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20K +$15.2K +506 +269%
UBS Group
21
UBS Group
Switzerland
$16K -$3.85K -128 -18%
AG
22
Advisor Group
Arizona
$15K -$14.3K -476 -48%
OIA
23
Optimum Investment Advisors
Illinois
$11K +$12K +400 New
IWM
24
IHT Wealth Management
Illinois
$3K +$30 +1 +1%
TFA
25
Transamerica Financial Advisors
Florida
$2K -$60 -2 -3%

FCOM Hedge Fund Activity: Q1 2018 in Review

28 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q1 2018, worth a combined $13.3M — down 34% from $20.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FCOM positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Rand Wealth, opening a new position worth an estimated $1.17M. The largest seller was Bright Rock Capital Management, exiting entirely with an estimated $5.06M sold.

  • 28 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q1 2018, up from 26 in Q4 2017.
  • Funds reported $13.3M of Fidelity MSCI Communication Services Index ETF stock for Q1 2018, down 34% quarter-over-quarter.
  • 7 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q1 2018 and 4 closed out, a net change of +3 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q1 2018 was Rand Wealth, an estimated $1.17M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q1 2018 was Bright Rock Capital Management, an estimated $5.06M sold.

Based on aggregated 13F filings for Q1 2018.