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Fidelity MSCI Communication Services Index ETF

77 hedge funds and large institutions have $301M invested in Fidelity MSCI Communication Services Index ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

16% more capital invested

Capital invested by funds: $259M → $301M (+$42.2M)

13% more funds holding

Funds holding: 6877 (+9)

1.45% more ownership

Funds ownership: 59.52%60.97% (+1.5%)

Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
30
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$142M -$4.33M -125,720 -3%
FI
2
FormulaFolio Investments
Michigan
$24.4M +$2.29M +66,398 +11%
Lido Advisors
3
Lido Advisors
California
$21.8M +$2.98M +86,427 +17%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14.2M +$4.06M +117,791 +42%
Mariner
5
Mariner
Kansas
$11.2M -$175K -5,088 -2%
Bank of America
6
Bank of America
North Carolina
$9.05M +$218K +6,328 +3%
Wells Fargo
7
Wells Fargo
California
$6.73M +$581K +16,882 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.15M +$2.29M +66,462 +86%
SW
9
SVB Wealth
Massachusetts
$4.92M -$113K -3,295 -2%
Stifel Financial
10
Stifel Financial
Missouri
$4.58M -$15.2K -441 -0.3%
ST
11
Spinnaker Trust
Maine
$4.23M -$12.4K -359 -0.3%
5L
12
55I LLC
Massachusetts
$4.12M +$2.12M +61,464 +114%
MWM
13
Maltin Wealth Management
New Jersey
$3.06M +$2.95M +85,589 New
Morgan Stanley
14
Morgan Stanley
New York
$2.85M +$125K +3,624 +5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.63M +$55.2K +1,603 +2%
UBS Group
16
UBS Group
Switzerland
$2.4M +$34.5K +1,002 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.13M +$544K +15,800 +36%
NAM
18
NorthCoast Asset Management
Connecticut
$2.1M +$47.4K +1,375 +2%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.08M -$248K -7,207 -11%
NR
20
Newfound Research
Massachusetts
$2.05M -$55.2K -1,603 -3%
DFG
21
Demars Financial Group
Washington
$2.04M +$1.97M +57,084 New
ECM
22
Exchange Capital Management
Michigan
$1.79M -$387K -11,226 -18%
LWAC
23
Laurel Wealth Advisors (California)
California
$1.58M +$1.52M +44,267 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.58M +$688K +19,983 +82%
ASN
25
Advisory Services Network
Georgia
$1.57M +$143K +4,151 +10%

FCOM Hedge Fund Activity: Q4 2019 in Review

77 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q4 2019, worth a combined $301M — up 16% from $259M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FCOM positions and 10 closed out — a net gain of 10 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.06M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $4.33M.

  • 77 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q4 2019, up from 68 in Q3 2019.
  • Funds reported $301M of Fidelity MSCI Communication Services Index ETF stock for Q4 2019, up 16% quarter-over-quarter.
  • 20 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q4 2019 and 10 closed out, a net change of +10 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $4.06M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q4 2019 was Charles Schwab Investment Advisory, an estimated $4.33M sold.

Based on aggregated 13F filings for Q4 2019.