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Fidelity MSCI Communication Services Index ETF

98 hedge funds and large institutions have $217M invested in Fidelity MSCI Communication Services Index ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 11098 (-12)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

21.31% less ownership

Funds ownership: 65.64%44.34% (-21%)

39% less capital invested

Capital invested by funds: $358M → $217M (-$141M)

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
98
Holders Change
-12
Holders Change %
-10.91%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
32
Reduced
38
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$68.6M +$2.6M +71,905 +3%
Lido Advisors
2
Lido Advisors
California
$41.1M +$5.26M +145,574 +12%
FSC
3
Full Sail Capital
Oklahoma
$12.6M -$960K -26,569 -6%
Morgan Stanley
4
Morgan Stanley
New York
$8.66M -$1.42M -39,170 -12%
Wells Fargo
5
Wells Fargo
California
$8.49M -$1.79M -49,488 -15%
CA
6
Crumly & Associates
Illinois
$5.03M +$568K +15,709 +11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.99M -$503K -13,920 -8%
Stifel Financial
8
Stifel Financial
Missouri
$4.55M +$673K +18,628 +15%
Ameriprise
9
Ameriprise
Minnesota
$4.06M +$4.69M +129,744 New
Prudential Financial
10
Prudential Financial
New Jersey
$2.93M -$117M -3,248,432 -97%
UBS Group
11
UBS Group
Switzerland
$2.71M +$401K +11,107 +15%
LNC
12
Lincoln National Corp
Pennsylvania
$2.33M +$72.9K +2,019 +3%
MBTD
13
Mechanics Bank - Trust Department
California
$2.07M -$109K -3,022 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.82M -$324K -8,982 -13%
LPL Financial
15
LPL Financial
California
$1.77M -$95K -2,630 -4%
HCA
16
Heck Capital Advisors
Wisconsin
$1.62M -$139K -3,849 -7%
Bank of America
17
Bank of America
North Carolina
$1.61M -$115K -3,189 -6%
SSWM
18
Smith Salley Wealth Management
North Carolina
$1.59M -$76.3K -2,113 -4%
MWM
19
Maltin Wealth Management
New Jersey
$1.58M +$122K +3,388 +7%
5L
20
55I LLC
Massachusetts
$1.56M -$75.5K -2,091 -4%
KPWS
21
Kestra Private Wealth Services
Texas
$1.51M -$101K -2,795 -5%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.5M -$390K -10,809 -18%
AWS
23
Atria Wealth Solutions
New York
$1.49M +$1.72M +47,665 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.35M -$646K -17,890 -29%
ECM
25
Exchange Capital Management
Michigan
$1.32M -$32.2K -892 -2%

FCOM Hedge Fund Activity: Q3 2022 in Review

98 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q3 2022, worth a combined $217M — down 39% from $358M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FCOM and 9 opened new positions — a net loss of 11 holders — while 38 trimmed existing stakes and 32 added.

The largest buyer was Lido Advisors, adding an estimated $5.26M. The largest seller was Prudential Financial, cutting an estimated $117M.

  • 98 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q3 2022, down from 110 in Q2 2022.
  • Funds reported $217M of Fidelity MSCI Communication Services Index ETF stock for Q3 2022, down 39% quarter-over-quarter.
  • 9 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q3 2022 and 20 closed out, a net change of -11 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q3 2022 was Lido Advisors, an estimated $5.26M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q3 2022 was Prudential Financial, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2022.