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Fidelity MSCI Communication Services Index ETF

68 hedge funds and large institutions have $259M invested in Fidelity MSCI Communication Services Index ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$135M +$68.4M +2,068,402 +102%
FI
2
FormulaFolio Investments
Michigan
$20.4M +$20.4M +615,469 New
Lido Advisors
3
Lido Advisors
California
$17.3M +$3.26M +98,480 +23%
Mariner
4
Mariner
Kansas
$10.5M +$32.3K +977 +0.3%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.24M +$1.24M +37,456 +15%
Bank of America
6
Bank of America
North Carolina
$8.16M +$124K +3,750 +2%
Wells Fargo
7
Wells Fargo
California
$5.67M +$392K +11,859 +7%
SW
8
SVB Wealth
Massachusetts
$4.66M -$448K -13,552 -9%
Stifel Financial
9
Stifel Financial
Missouri
$4.25M -$672K -20,322 -14%
ST
10
Spinnaker Trust
Maine
$3.92M -$11.3K -341 -0.3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.57M +$586K +17,727 +30%
Morgan Stanley
12
Morgan Stanley
New York
$2.52M -$145K -4,395 -5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.37M -$47.6K -1,440 -2%
UBS Group
14
UBS Group
Switzerland
$2.19M +$1.78M +53,712 +432%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$2.16M -$541K -16,376 -20%
ECM
16
Exchange Capital Management
Michigan
$2.02M -$29.1K -881 -1%
NR
17
Newfound Research
Massachusetts
$1.95M +$18.3K +554 +0.9%
NAM
18
NorthCoast Asset Management
Connecticut
$1.89M +$614K +18,548 +48%
5L
19
55I LLC
Massachusetts
$1.78M +$112K +3,384 +7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.45M -$35.1K -1,060 -2%
ASN
21
Advisory Services Network
Georgia
$1.32M
Goldman Sachs
22
Goldman Sachs
New York
$1.15M -$370K -11,198 -24%
MBTD
23
Mechanics Bank - Trust Department
California
$1.06M +$8.43K +255 +0.8%
RJA
24
Raymond James & Associates
Florida
$910K +$468K +14,137 +106%
LPL Financial
25
LPL Financial
California
$877K +$231K +6,995 +36%