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Fidelity MSCI Communication Services Index ETF

90 hedge funds and large institutions have $316M invested in Fidelity MSCI Communication Services Index ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+12
Holders Change %
+15.38%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
27
Increased
28
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$127M -$5.37M -151,960 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.7M +$30.1M +851,845 +1,868%
Lido Advisors
3
Lido Advisors
California
$24.4M +$1.27M +36,019 +6%
Wells Fargo
4
Wells Fargo
California
$14.6M -$5.3M -150,013 -27%
FSC
5
Full Sail Capital
Oklahoma
$11.4M +$807K +20,755 +8%
BFA
6
Beaumont Financial Advisors
Massachusetts
$11.4M +$11.4M +322,980 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.2M +$118K +3,356 +1%
RWP
8
RWA Wealth Partners
Massachusetts
$5.99M +$5.99M +169,517 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.04M -$1.07M -30,186 -17%
Stifel Financial
10
Stifel Financial
Missouri
$5M -$307K -8,689 -6%
QAM
11
Q3 Asset Management
Michigan
$4.89M +$4.89M +138,613 New
Osaic Holdings
12
Osaic Holdings
Arizona
$4.75M +$2.71M +76,614 +132%
Macquarie Group
13
Macquarie Group
Australia
$3.75M +$3.75M +106,262 New
Morgan Stanley
14
Morgan Stanley
New York
$3.73M -$264K -7,470 -7%
NAM
15
NorthCoast Asset Management
Connecticut
$3.03M +$1.97M +55,879 +187%
UBS Group
16
UBS Group
Switzerland
$2.79M -$2.02M -57,234 -42%
EWP
17
Engrave Wealth Partners
Texas
$2.52M +$2.52M +71,431 +142,862%
5L
18
55I LLC
Massachusetts
$2.27M +$787K +22,276 +53%
SIA
19
Soltis Investment Advisors
Utah
$2.24M +$2.24M +63,346 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.91M -$660K -18,699 -26%
DFG
21
Demars Financial Group
Washington
$1.91M -$187K -5,306 -9%
IOOF
22
Independent Order of Foresters
Ontario, Canada
$1.88M +$1.88M +53,131 New
MWM
23
Maltin Wealth Management
New Jersey
$1.86M -$833K -23,579 -31%
SW
24
SVB Wealth
Massachusetts
$1.83M -$1.62M -45,894 -47%
MBTD
25
Mechanics Bank - Trust Department
California
$1.81M +$247K +7,008 +16%