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Fidelity MSCI Communication Services Index ETF

134 hedge funds and large institutions have $385M invested in Fidelity MSCI Communication Services Index ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

9% more funds holding

Funds holding: 123134 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.69% less ownership

Funds ownership: 45.55%44.85% (-0.69%)

11% less capital invested

Capital invested by funds: $431M → $385M (-$46.1M)

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
45
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$149M -$17.8M -337,483 -10%
Lido Advisors
2
Lido Advisors
California
$56.7M +$1.83M +34,753 +3%
Wells Fargo
3
Wells Fargo
California
$20.7M +$669K +12,683 +3%
FSC
4
Full Sail Capital
Oklahoma
$15.6M +$3.25M +61,721 +22%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.6M +$677K +12,843 +8%
Morgan Stanley
6
Morgan Stanley
New York
$6.95M +$2.18M +41,329 +44%
LPL Financial
7
LPL Financial
California
$6.85M -$452K -8,574 -6%
Stifel Financial
8
Stifel Financial
Missouri
$6.26M +$60.9K +1,155 +1%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$4.31M
SA
10
SFI Advisors
New Jersey
$3.96M +$4.28M +81,168 New
UBS Group
11
UBS Group
Switzerland
$3.88M +$92.3K +1,752 +2%
5L
12
55I LLC
Massachusetts
$3.78M +$191K +3,620 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.71M +$126K +2,389 +3%
MBTD
14
Mechanics Bank - Trust Department
California
$3.41M +$128K +2,427 +4%
Bank of America
15
Bank of America
North Carolina
$3.36M -$2.48K -47 -0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.34M -$3.18M -60,352 -48%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.17M -$3.86M -73,195 -54%
HCA
18
Heck Capital Advisors
Wisconsin
$3.09M +$233K +4,422 +8%
SSWM
19
Smith Salley Wealth Management
North Carolina
$2.72M +$363K +6,881 +15%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.7M +$50.9K +966 +2%
SIM
21
Seaview Investment Managers
Florida
$2.67M +$2.74M +52,000 New
KPWS
22
Kestra Private Wealth Services
Texas
$2.54M +$423K +8,034 +19%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.38M +$2.43M +46,156 New
MWM
24
Maltin Wealth Management
New Jersey
$2.34M -$103K -1,961 -4%
IOOF
25
Independent Order of Foresters
Ontario, Canada
$2.33M

FCOM Hedge Fund Activity: Q4 2021 in Review

134 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q4 2021, worth a combined $385M — down 11% from $431M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FCOM positions and 14 closed out — a net gain of 14 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Full Sail Capital, adding an estimated $3.25M. The largest seller was Charles Schwab, cutting an estimated $17.8M.

  • 134 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q4 2021, up from 123 in Q3 2021.
  • Funds reported $385M of Fidelity MSCI Communication Services Index ETF stock for Q4 2021, down 11% quarter-over-quarter.
  • 28 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q4 2021 and 14 closed out, a net change of +14 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q4 2021 was Full Sail Capital, an estimated $3.25M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q4 2021 was Charles Schwab, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2021.