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Fidelity MSCI Communication Services Index ETF

33 hedge funds and large institutions have $29.9M invested in Fidelity MSCI Communication Services Index ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

45% more capital invested

Capital invested by funds: $20.6M → $29.9M (+$9.25M)

22% more funds holding

Funds holding: 2733 (+6)

1.62% more ownership

Funds ownership: 17.89%19.5% (+1.6%)

Holders
33
Holders Change
+6
Holders Change %
+22.22%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1
Patriot Wealth Management
Texas
$10.1M +$234K +7,753 +2%
KCM
2
Karp Capital Management
California
$4.75M +$4.53M +150,531 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.18M +$199K +6,591 +7%
RW
4
Rand Wealth
Maryland
$1.51M +$54.8K +1,820 +4%
Lido Advisors
5
Lido Advisors
California
$1.39M +$330K +10,965 +33%
ASN
6
Advisory Services Network
Georgia
$1.18M -$614K -20,395 -35%
GRP
7
Global Retirement Partners
California
$1.07M -$10.5K -347 -1%
Morgan Stanley
8
Morgan Stanley
New York
$1.01M +$490K +16,253 +103%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$836K +$12.6K +418 +2%
Wells Fargo
10
Wells Fargo
California
$812K +$663K +21,993 +590%
LPL Financial
11
LPL Financial
California
$706K +$293K +9,719 +77%
Bank of America
12
Bank of America
North Carolina
$678K -$23K -765 -3%
FA
13
FMA Advisory
Pennsylvania
$534K +$5.81K +193 +1%
ECM
14
Exchange Capital Management
Michigan
$531K +$56.8K +1,886 +13%
WI
15
WBI Investments
New Jersey
$408K +$389K +12,922 New
MBTD
16
Mechanics Bank - Trust Department
California
$269K +$256K +8,510 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$241K +$201K +6,663 +679%
LA
18
Lynch & Associates
Indiana
$207K +$198K +6,558 New
SSWM
19
Smith Salley Wealth Management
North Carolina
$205K +$195K +6,480 New
AG
20
Advisor Group
Arizona
$78K +$2.26K +75 +3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$54K +$51.1K +1,697 New
UBS Group
22
UBS Group
Switzerland
$31K +$12.8K +425 +75%
FHA
23
Flagship Harbor Advisors
Massachusetts
$14K +$1.81K +60 +15%
OIA
24
Optimum Investment Advisors
Illinois
$13K
RWA
25
River Wealth Advisors
Pennsylvania
$12K +$1.51K +50 +15%

FCOM Hedge Fund Activity: Q3 2018 in Review

33 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q3 2018, worth a combined $29.9M — up 45% from $20.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FCOM positions and 2 closed out — a net gain of 7 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Karp Capital Management, opening a new position worth an estimated $4.53M. The largest seller was Advisory Services Network, cutting an estimated $614K.

  • 33 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q3 2018, up from 27 in Q2 2018.
  • Funds reported $29.9M of Fidelity MSCI Communication Services Index ETF stock for Q3 2018, up 45% quarter-over-quarter.
  • 9 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q3 2018 and 2 closed out, a net change of +7 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q3 2018 was Karp Capital Management, an estimated $4.53M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q3 2018 was Advisory Services Network, an estimated $614K sold.

Based on aggregated 13F filings for Q3 2018.