We are live on ! Find out more
FCOM icon

Fidelity MSCI Communication Services Index ETF

123 hedge funds and large institutions have $431M invested in Fidelity MSCI Communication Services Index ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

12% more funds holding

Funds holding: 110123 (+13)

10% more capital invested

Capital invested by funds: $392M → $431M (+$39M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.08% less ownership

Funds ownership: 46.63%45.55% (-1.1%)

Holders
123
Holders Change
+13
Holders Change %
+11.82%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
47
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$173M +$5.26M +95,464 +3%
Lido Advisors
2
Lido Advisors
California
$57.1M +$16.3M +295,770 +38%
Wells Fargo
3
Wells Fargo
California
$20.8M -$545K -9,890 -2%
FSC
4
Full Sail Capital
Oklahoma
$14.7M -$93K -1,688 -0.6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.26M +$386K +6,998 +5%
LPL Financial
6
LPL Financial
California
$7.58M +$5.46M +99,089 +232%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.21M -$2.93M -53,220 -28%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.7M +$305K +5,526 +5%
Stifel Financial
9
Stifel Financial
Missouri
$6.45M -$85.8K -1,557 -1%
RWP
10
RWA Wealth Partners
Massachusetts
$5.94M +$6.13M +111,297 New
NAM
11
NorthCoast Asset Management
Connecticut
$5.35M +$700K +12,700 +15%
AWM
12
AE Wealth Management
Kansas
$5.07M +$5.24M +95,000 New
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$5.06M
Morgan Stanley
14
Morgan Stanley
New York
$5.01M -$233K -4,230 -4%
KAS
15
Kestra Advisory Services
Texas
$4.81M +$915K +16,608 +23%
UBS Group
16
UBS Group
Switzerland
$3.94M +$295K +5,347 +8%
5L
17
55I LLC
Massachusetts
$3.74M +$282K +5,108 +8%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.73M -$16.1K -293 -0.4%
BCI
19
Brinker Capital Investments
Pennsylvania
$3.73M +$3.85M +69,780 New
Bank of America
20
Bank of America
North Carolina
$3.49M +$393K +7,122 +12%
MBTD
21
Mechanics Bank - Trust Department
California
$3.42M +$122K +2,213 +4%
HCA
22
Heck Capital Advisors
Wisconsin
$2.97M +$521K +9,460 +20%
FEM
23
Fulcrum Equity Management
Texas
$2.92M +$246K +4,461 +9%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.76M +$173K +3,138 +6%
MWM
25
Maltin Wealth Management
New Jersey
$2.54M -$69.1K -1,254 -3%

FCOM Hedge Fund Activity: Q3 2021 in Review

123 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q3 2021, worth a combined $431M — up 10% from $392M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FCOM positions and 5 closed out — a net gain of 13 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was Lido Advisors, adding an estimated $16.3M. The largest seller was Envestnet Asset Management, cutting an estimated $2.93M.

  • 123 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q3 2021, up from 110 in Q2 2021.
  • Funds reported $431M of Fidelity MSCI Communication Services Index ETF stock for Q3 2021, up 10% quarter-over-quarter.
  • 18 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q3 2021 and 5 closed out, a net change of +13 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q3 2021 was Lido Advisors, an estimated $16.3M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $2.93M sold.

Based on aggregated 13F filings for Q3 2021.