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Fidelity MSCI Communication Services Index ETF

40 hedge funds and large institutions have $55.9M invested in Fidelity MSCI Communication Services Index ETF in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 4

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

87% more capital invested

Capital invested by funds: $29.9M → $55.9M (+$26.1M)

21% more funds holding

Funds holding: 3340 (+7)

12.92% more ownership

Funds ownership: 19.5%32.43% (+13%)

Holders
40
Holders Change
+7
Holders Change %
+21.21%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
18
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1
Patriot Wealth Management
Texas
$8.94M -$194K -6,419 -2%
Lido Advisors
2
Lido Advisors
California
$8.78M +$7.99M +264,003 +599%
Bank of America
3
Bank of America
North Carolina
$6.87M +$6.65M +219,551 +1,022%
Wells Fargo
4
Wells Fargo
California
$4.54M +$4.04M +133,486 +519%
KCM
5
Karp Capital Management
California
$3.5M -$833K -27,510 -18%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.45M +$614K +20,294 +20%
CAI
7
Capital Advisors Inc
Oklahoma
$3.44M +$3.65M +120,630 New
ST
8
Spinnaker Trust
Maine
$2.63M +$2.8M +92,482 New
ASN
9
Advisory Services Network
Georgia
$2.18M +$1.18M +39,074 +104%
Morgan Stanley
10
Morgan Stanley
New York
$1.63M +$762K +25,180 +79%
Stifel Financial
11
Stifel Financial
Missouri
$1.6M +$1.7M +56,286 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.49M +$780K +25,753 +97%
GRP
13
Global Retirement Partners
California
$1.02M +$55.4K +1,830 +5%
SPC
14
Sigma Planning Corp
Michigan
$729K +$774K +25,570 New
Goldman Sachs
15
Goldman Sachs
New York
$553K +$588K +19,409 New
RBFC
16
Roman Butler Fullerton & Co
Missouri
$526K +$524K +17,310 New
FA
17
FMA Advisory
Pennsylvania
$519K +$39.4K +1,302 +8%
SSWM
18
Smith Salley Wealth Management
North Carolina
$493K +$327K +10,815 +167%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$442K +$470K +15,520 New
LPL Financial
20
LPL Financial
California
$416K -$235K -7,748 -35%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$335K +$123K +4,060 +53%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$280K +$298K +9,833 New
MBTD
23
Mechanics Bank - Trust Department
California
$279K +$39.1K +1,290 +15%
FSC
24
Full Sail Capital
Oklahoma
$246K +$261K +8,621 New
IAA
25
Independent Advisor Alliance
North Carolina
$218K +$213K +7,025 New

FCOM Hedge Fund Activity: Q4 2018 in Review

40 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q4 2018, worth a combined $55.9M — up 87% from $29.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FCOM positions and 6 closed out — a net gain of 8 holders — while 18 added to existing stakes and 4 trimmed.

The largest buyer was Lido Advisors, adding an estimated $7.99M. The largest seller was Karp Capital Management, cutting an estimated $833K.

  • 40 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q4 2018, up from 33 in Q3 2018.
  • Funds reported $55.9M of Fidelity MSCI Communication Services Index ETF stock for Q4 2018, up 87% quarter-over-quarter.
  • 14 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q4 2018 and 6 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q4 2018 was Lido Advisors, an estimated $7.99M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q4 2018 was Karp Capital Management, an estimated $833K sold.

Based on aggregated 13F filings for Q4 2018.