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Fidelity MSCI Communication Services Index ETF

55 hedge funds and large institutions have $144M invested in Fidelity MSCI Communication Services Index ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

157% more capital invested

Capital invested by funds: $55.9M → $144M (+$87.8M)

38% more funds holding

Funds holding: 4055 (+15)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

17.45% more ownership

Funds ownership: 32.43%49.88% (+17%)

Holders
55
Holders Change
+15
Holders Change %
+37.5%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
15
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$67.7M +$66.1M +2,117,075 New
Lido Advisors
2
Lido Advisors
California
$11.4M +$1.52M +48,697 +16%
RWP
3
RWA Wealth Partners
Massachusetts
$9.93M +$9.7M +310,752 New
Bank of America
4
Bank of America
North Carolina
$7.46M -$233K -7,458 -3%
Wells Fargo
5
Wells Fargo
California
$4.95M -$132K -4,215 -3%
KCM
6
Karp Capital Management
California
$4.74M +$794K +25,424 +21%
Stifel Financial
7
Stifel Financial
Missouri
$4.13M +$2.24M +71,870 +128%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.92M +$46.2K +1,480 +1%
ST
9
Spinnaker Trust
Maine
$3.8M +$829K +26,553 +29%
Morgan Stanley
10
Morgan Stanley
New York
$2.41M +$569K +18,217 +32%
NAM
11
NorthCoast Asset Management
Connecticut
$2.07M +$2.03M +64,885 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.96M +$286K +9,155 +18%
ECM
13
Exchange Capital Management
Michigan
$1.79M +$1.75M +55,963 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.73M +$1.33M +42,535 +363%
AG
15
Advisor Group
Arizona
$1.52M +$1.36M +43,427 +1,057%
NR
16
Newfound Research
Massachusetts
$1.4M +$1.37M +43,872 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.2M +$860K +27,546 +280%
Citadel Advisors
18
Citadel Advisors
Florida
$1.06M +$1.03M +33,080 New
ASN
19
Advisory Services Network
Georgia
$1.03M -$1.39M -44,419 -58%
MBTD
20
Mechanics Bank - Trust Department
California
$1M +$671K +21,490 +219%
SSWM
21
Smith Salley Wealth Management
North Carolina
$784K +$226K +7,244 +42%
PS
22
Portfolio Strategies
New York
$715K +$699K +22,376 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$676K +$175K +5,618 +36%
FA
24
FMA Advisory
Pennsylvania
$576K -$6.71K -215 -1%
LPL Financial
25
LPL Financial
California
$464K -$2.37K -76 -0.5%

FCOM Hedge Fund Activity: Q1 2019 in Review

55 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q1 2019, worth a combined $144M — up 157% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FCOM positions and 8 closed out — a net gain of 16 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $66.1M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $3.44M sold.

  • 55 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q1 2019, up from 40 in Q4 2018.
  • Funds reported $144M of Fidelity MSCI Communication Services Index ETF stock for Q1 2019, up 157% quarter-over-quarter.
  • 24 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q1 2019 and 8 closed out, a net change of +16 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $66.1M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q1 2019 was Capital Advisors Inc, an estimated $3.44M sold.

Based on aggregated 13F filings for Q1 2019.