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Fidelity MSCI Communication Services Index ETF

99 hedge funds and large institutions have $356M invested in Fidelity MSCI Communication Services Index ETF in 2020 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

23% more capital invested

Capital invested by funds: $289M → $356M (+$66.7M)

14% more funds holding

Funds holding: 8799 (+12)

0.33% more ownership

Funds ownership: 52.07%52.4% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
34
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$113M +$91.5K +2,166 +0.1%
FI
2
FormulaFolio Investments
Michigan
$37M -$844K -19,976 -2%
Lido Advisors
3
Lido Advisors
California
$33.5M +$2.49M +58,955 +9%
Wells Fargo
4
Wells Fargo
California
$19M +$618K +14,631 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.4M -$1.61M -38,101 -10%
FSC
6
Full Sail Capital
Oklahoma
$13.7M -$539K -12,752 -4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.58M -$2.61M -61,801 -23%
BFA
8
Beaumont Financial Advisors
Massachusetts
$8.38M -$1.79M -42,424 -19%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.98M -$148K -3,512 -3%
RWP
10
RWA Wealth Partners
Massachusetts
$5.78M +$5.37M +127,018 New
Stifel Financial
11
Stifel Financial
Missouri
$5.63M +$117K +2,764 +2%
NAM
12
NorthCoast Asset Management
Connecticut
$5.29M +$715K +16,926 +17%
HAS
13
HBW Advisory Services
California
$4.89M +$4.14M +97,866 +1,027%
Morgan Stanley
14
Morgan Stanley
New York
$3.71M -$1.09M -25,796 -24%
UBS Group
15
UBS Group
Switzerland
$3.22M -$95.4K -2,257 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.05M +$228K +5,406 +9%
AWM
17
AE Wealth Management
Kansas
$2.79M +$2.59M +61,345 New
SS
18
Simplicity Solutions
Minnesota
$2.74M +$2.55M +60,308 New
5L
19
55I LLC
Massachusetts
$2.61M -$242K -5,716 -9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.6M +$266K +6,305 +12%
MBTD
21
Mechanics Bank - Trust Department
California
$2.55M +$160K +3,775 +7%
IOOF
22
Independent Order of Foresters
Ontario, Canada
$2.42M
Macquarie Group
23
Macquarie Group
Australia
$2.42M +$2.25M +53,131 New
KPWS
24
Kestra Private Wealth Services
Texas
$2.34M +$151K +3,563 +7%
Bank of America
25
Bank of America
North Carolina
$2.33M +$378K +8,938 +21%

FCOM Hedge Fund Activity: Q4 2020 in Review

99 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q4 2020, worth a combined $356M — up 23% from $289M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FCOM positions and 8 closed out — a net gain of 13 holders — while 34 added to existing stakes and 27 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.37M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.61M.

  • 99 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q4 2020, up from 87 in Q3 2020.
  • Funds reported $356M of Fidelity MSCI Communication Services Index ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 21 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q4 2020 and 8 closed out, a net change of +13 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q4 2020 was RWA Wealth Partners, an estimated $5.37M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q4 2020 was Commonwealth Equity Services, an estimated $2.61M sold.

Based on aggregated 13F filings for Q4 2020.