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Fidelity MSCI Communication Services Index ETF

122 hedge funds and large institutions have $242M invested in Fidelity MSCI Communication Services Index ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

18% more capital invested

Capital invested by funds: $204M → $242M (+$37.3M)

8% more funds holding

Funds holding: 113122 (+9)

0.32% more ownership

Funds ownership: 44.47%44.78% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

36% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 45

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
29
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$54.5M -$789K -22,637 -1%
Lido Advisors
2
Lido Advisors
California
$46.3M +$1.41M +40,358 +3%
FSC
3
Full Sail Capital
Oklahoma
$12.9M -$872K -25,014 -7%
Morgan Stanley
4
Morgan Stanley
New York
$12.5M -$451K -12,957 -4%
Wells Fargo
5
Wells Fargo
California
$8.6M +$1.06M +30,495 +15%
HighTower Advisors
6
HighTower Advisors
Illinois
$8.37M +$6.68M +191,730 +521%
Stifel Financial
7
Stifel Financial
Missouri
$7.65M -$531K -15,235 -7%
BFA
8
BBJS Financial Advisors
Washington
$4.1M +$271K +7,769 +7%
RWP
9
RWA Wealth Partners
Massachusetts
$3.78M +$3.6M +103,366 New
Osaic Holdings
10
Osaic Holdings
Arizona
$3.61M +$2.27M +65,057 +195%
CW
11
Connectus Wealth
Ohio
$3.52M +$3.35M +96,054 New
AM
12
AGF Management
Ontario, Canada
$3.42M +$1.28M +36,860 +65%
UBS Group
13
UBS Group
Switzerland
$2.65M -$1.5M -42,962 -37%
CA
14
Crumly & Associates
Illinois
$2.54M +$2.41M +69,287 New
QAM
15
Q3 Asset Management
Michigan
$2.48M +$2.36M +67,876 New
Ameriprise
16
Ameriprise
Minnesota
$2.34M +$2.25M +64,554 New
AWM
17
AE Wealth Management
Kansas
$2.27M +$1.01M +28,943 +88%
LNC
18
Lincoln National Corp
Pennsylvania
$2.19M -$263K -7,557 -11%
EA
19
Eudaimonia Advisors
Tennessee
$2.15M +$1.78M +50,962 +666%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.96M -$229K -6,565 -11%
LPL Financial
21
LPL Financial
California
$1.91M -$83.5K -2,396 -4%
MWM
22
Maltin Wealth Management
New Jersey
$1.78M -$122K -3,512 -7%
SSWM
23
Smith Salley Wealth Management
North Carolina
$1.75M -$41.8K -1,200 -2%
MBTD
24
Mechanics Bank - Trust Department
California
$1.72M -$448K -12,862 -22%
YWM
25
Yoder Wealth Management
California
$1.66M +$1.58M +45,246 New

FCOM Hedge Fund Activity: Q1 2023 in Review

122 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q1 2023, worth a combined $242M — up 18% from $204M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FCOM positions and 14 closed out — a net gain of 11 holders — while 29 added to existing stakes and 45 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $6.68M. The largest seller was Goldman Sachs, cutting an estimated $10.6M.

  • 122 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q1 2023, up from 113 in Q4 2022.
  • Funds reported $242M of Fidelity MSCI Communication Services Index ETF stock for Q1 2023, up 18% quarter-over-quarter.
  • 25 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q1 2023 and 14 closed out, a net change of +11 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q1 2023 was HighTower Advisors, an estimated $6.68M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q1 2023 was Goldman Sachs, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2023.