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Fidelity MSCI Communication Services Index ETF

124 hedge funds and large institutions have $416M invested in Fidelity MSCI Communication Services Index ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

72% more capital invested

Capital invested by funds: $242M → $416M (+$174M)

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

10.35% more ownership

Funds ownership: 44.78%55.13% (+10%)

2% more funds holding

Funds holding: 122124 (+2)

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
17
Increased
47
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$138M +$73.2M +1,927,375 +129%
Lido Advisors
2
Lido Advisors
California
$56.4M +$5.22M +137,564 +11%
Morgan Stanley
3
Morgan Stanley
New York
$13.9M +$218K +5,738 +2%
FSC
4
Full Sail Capital
Oklahoma
$13.1M -$1.01M -26,606 -8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.1M +$10.6M +278,111 +1,221%
BCM
6
Beaumont Capital Management
Massachusetts
$11.3M +$10.7M +281,476 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.5M -$649K -17,109 -6%
Wells Fargo
8
Wells Fargo
California
$10.1M +$614K +16,164 +7%
QAM
9
Q3 Asset Management
Michigan
$9.9M +$6.76M +178,001 +262%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.49M +$5.21M +137,226 +139%
HighTower Advisors
11
HighTower Advisors
Illinois
$9.18M +$25.8K +679 +0.3%
AWM
12
AE Wealth Management
Kansas
$8.81M +$5.96M +156,985 +253%
Stifel Financial
13
Stifel Financial
Missouri
$8.27M -$137K -3,602 -2%
ACA
14
Aptus Capital Advisors
Alabama
$7.37M +$6.95M +183,000 New
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$5.14M +$3.22M +84,816 +198%
CW
16
Connectus Wealth
Ohio
$4.76M +$841K +22,161 +23%
AM
17
AGF Management
Ontario, Canada
$4.05M +$268K +7,070 +8%
RWP
18
RWA Wealth Partners
Massachusetts
$4M -$151K -3,990 -4%
CA
19
Crumly & Associates
Illinois
$3.67M +$836K +22,011 +32%
NMG
20
New Millennium Group
Utah
$3.61M +$3.38M +88,976 +11,616%
KAS
21
Kestra Advisory Services
Texas
$3.36M +$2.44M +64,256 +332%
UBS Group
22
UBS Group
Switzerland
$2.72M -$185K -4,884 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.51M +$336K +8,859 +17%
EA
24
Eudaimonia Advisors
Tennessee
$2.26M -$91.1K -2,399 -4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.26M +$492K +12,965 +30%

FCOM Hedge Fund Activity: Q2 2023 in Review

124 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q2 2023, worth a combined $416M — up 72% from $242M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FCOM positions and 14 closed out — a net gain of 3 holders — while 47 added to existing stakes and 40 trimmed.

The largest buyer was Charles Schwab, adding an estimated $73.2M. The largest seller was BBJS Financial Advisors, cutting an estimated $4.23M.

  • 124 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q2 2023, up from 122 in Q1 2023.
  • Funds reported $416M of Fidelity MSCI Communication Services Index ETF stock for Q2 2023, up 72% quarter-over-quarter.
  • 17 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q2 2023 and 14 closed out, a net change of +3 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q2 2023 was Charles Schwab, an estimated $73.2M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q2 2023 was BBJS Financial Advisors, an estimated $4.23M sold.

Based on aggregated 13F filings for Q2 2023.