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Fidelity MSCI Communication Services Index ETF

110 hedge funds and large institutions have $358M invested in Fidelity MSCI Communication Services Index ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

24.07% more ownership

Funds ownership: 41.58%65.64% (+24%)

16% more capital invested

Capital invested by funds: $308M → $358M (+$49.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

3% less funds holding

Funds holding: 113110 (-3)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
37
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$121M +$131M +3,335,821 +64,962%
Charles Schwab
2
Charles Schwab
California
$75.5M -$4.08M -103,608 -5%
Lido Advisors
3
Lido Advisors
California
$41.6M -$2.7M -68,448 -6%
FSC
4
Full Sail Capital
Oklahoma
$15.3M +$2.06M +52,208 +14%
Wells Fargo
5
Wells Fargo
California
$11.4M -$4.19M -106,359 -25%
Morgan Stanley
6
Morgan Stanley
New York
$11.3M +$8.65M +219,572 +227%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.17M +$44.1K +1,118 +0.6%
CA
8
Crumly & Associates
Illinois
$5.16M +$1.5M +38,072 +36%
Stifel Financial
9
Stifel Financial
Missouri
$4.52M +$308K +7,819 +7%
UBS Group
10
UBS Group
Switzerland
$2.69M +$101K +2,552 +3%
LNC
11
Lincoln National Corp
Pennsylvania
$2.58M +$472K +11,983 +20%
MBTD
12
Mechanics Bank - Trust Department
California
$2.47M +$13.5K +342 +0.5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.39M +$13K +330 +0.5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.22M +$2.06M +52,144 +504%
SIM
15
Seaview Investment Managers
Florida
$2.22M +$183K +4,638 +8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.18M +$1.47M +37,289 +156%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.12M +$166K +4,202 +8%
LPL Financial
18
LPL Financial
California
$2.11M -$2.4M -60,772 -51%
HCA
19
Heck Capital Advisors
Wisconsin
$1.98M -$142K -3,597 -6%
Bank of America
20
Bank of America
North Carolina
$1.95M -$359K -9,108 -14%
SSWM
21
Smith Salley Wealth Management
North Carolina
$1.88M +$241K +6,118 +13%
5L
22
55I LLC
Massachusetts
$1.85M -$435K -11,033 -18%
KPWS
23
Kestra Private Wealth Services
Texas
$1.82M +$37.2K +943 +2%
ACA
24
Atlas Capital Advisors
Wyoming
$1.72M +$1.26M +31,965 +194%
MWM
25
Maltin Wealth Management
New Jersey
$1.68M +$33.1K +840 +2%

FCOM Hedge Fund Activity: Q2 2022 in Review

110 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q2 2022, worth a combined $358M — up 16% from $308M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of FCOM and 16 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 37 added.

The largest buyer was Prudential Financial, adding an estimated $131M. The largest seller was Wells Fargo, cutting an estimated $4.19M.

  • 110 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q2 2022, down from 113 in Q1 2022.
  • Funds reported $358M of Fidelity MSCI Communication Services Index ETF stock for Q2 2022, up 16% quarter-over-quarter.
  • 16 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q2 2022 and 18 closed out, a net change of -2 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q2 2022 was Prudential Financial, an estimated $131M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q2 2022 was Wells Fargo, an estimated $4.19M sold.

Based on aggregated 13F filings for Q2 2022.