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Fidelity MSCI Communication Services Index ETF

113 hedge funds and large institutions have $204M invested in Fidelity MSCI Communication Services Index ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

15% more funds holding

Funds holding: 98113 (+15)

0.13% more ownership

Funds ownership: 44.34%44.47% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

6% less capital invested

Capital invested by funds: $217M → $204M (-$12.9M)

Holders
113
Holders Change
+15
Holders Change %
+15.31%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
33
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$47M -$21.7M -680,239 -31%
Lido Advisors
2
Lido Advisors
California
$38M -$2.89M -90,556 -7%
FSC
3
Full Sail Capital
Oklahoma
$11.7M -$782K -24,497 -6%
Morgan Stanley
4
Morgan Stanley
New York
$11M +$2.44M +76,324 +28%
Goldman Sachs
5
Goldman Sachs
New York
$10.8M +$11.1M +348,138 New
Stifel Financial
6
Stifel Financial
Missouri
$6.97M +$2.52M +78,791 +54%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.66M +$1.76M +55,078 +35%
Wells Fargo
8
Wells Fargo
California
$6.35M -$2.14M -67,000 -25%
UBS Group
9
UBS Group
Switzerland
$3.58M +$912K +28,564 +33%
BFA
10
BBJS Financial Advisors
Washington
$3.23M +$3.32M +104,121 New
WA
11
Win Advisors
Florida
$3.12M +$3.21M +100,568 New
LNC
12
Lincoln National Corp
Pennsylvania
$2.09M -$226K -7,090 -10%
Bank of America
13
Bank of America
North Carolina
$2.01M +$423K +13,233 +26%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.86M +$58K +1,817 +3%
MBTD
15
Mechanics Bank - Trust Department
California
$1.85M -$211K -6,600 -10%
AM
16
AGF Management
Ontario, Canada
$1.76M +$1.81M +56,637 New
Citadel Advisors
17
Citadel Advisors
Florida
$1.7M +$1.3M +40,649 +289%
LPL Financial
18
LPL Financial
California
$1.69M -$64.3K -2,013 -4%
MWM
19
Maltin Wealth Management
New Jersey
$1.62M +$49.1K +1,538 +3%
SSWM
20
Smith Salley Wealth Management
North Carolina
$1.52M -$59K -1,847 -4%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.41M +$1.35M +42,206 +1,335%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.34M +$137K +4,288 +11%
KPWS
23
Kestra Private Wealth Services
Texas
$1.33M -$168K -5,274 -11%
SCA
24
Southern Capital Advisors
Tennessee
$1.33M +$280K +8,776 +26%
AWS
25
Atria Wealth Solutions
New York
$1.31M -$177K -5,548 -12%

FCOM Hedge Fund Activity: Q4 2022 in Review

113 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q4 2022, worth a combined $204M — down 5.9% from $217M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FCOM positions and 11 closed out — a net gain of 19 holders — while 33 added to existing stakes and 33 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $11.1M. The largest seller was Charles Schwab, cutting an estimated $21.7M.

  • 113 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q4 2022, up from 98 in Q3 2022.
  • Funds reported $204M of Fidelity MSCI Communication Services Index ETF stock for Q4 2022, down 5.9% quarter-over-quarter.
  • 30 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q4 2022 and 11 closed out, a net change of +19 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q4 2022 was Goldman Sachs, an estimated $11.1M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q4 2022 was Charles Schwab, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.