We are live on ! Find out more
FCOM icon

Fidelity MSCI Communication Services Index ETF

136 hedge funds and large institutions have $606M invested in Fidelity MSCI Communication Services Index ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $501M → $606M (+$105M)

1.64% more ownership

Funds ownership: 57.69%59.33% (+1.6%)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

5% less funds holding

Funds holding: 143136 (-7)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
136
Holders Change
-7
Holders Change %
-4.9%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
13
Increased
46
Reduced
46
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$233M +$68.1M +1,436,228 +44%
Lido Advisors
2
Lido Advisors
California
$89.2M +$2.74M +57,899 +3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$56.5M +$4.75M +100,303 +10%
Morgan Stanley
4
Morgan Stanley
New York
$18.1M -$16.1M -340,206 -48%
FSC
5
Full Sail Capital
Oklahoma
$13.4M -$702K -14,801 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.7M -$553K -11,672 -4%
AM
7
AGF Management
Ontario, Canada
$12.6M +$2.49M +52,580 +26%
HighTower Advisors
8
HighTower Advisors
Illinois
$11.4M -$145K -3,058 -1%
Wells Fargo
9
Wells Fargo
California
$9.9M -$3.34M -70,514 -26%
Stifel Financial
10
Stifel Financial
Missouri
$9.5M -$152K -3,204 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.42M -$1.61M -33,945 -18%
CA
12
Crumly & Associates
Illinois
$5.92M +$5.07M +106,979 +863%
PCS
13
Personal CFO Solutions
New Jersey
$5.83M -$269K -5,677 -5%
CW
14
Connectus Wealth
Ohio
$5.73M +$3.02M +63,702 +123%
KAS
15
Kestra Advisory Services
Texas
$5.07M +$416K +8,769 +9%
BCM
16
Beaumont Capital Management
Massachusetts
$4.23M -$768K -16,197 -16%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.13M -$2.13M -44,875 -35%
AWM
18
AE Wealth Management
Kansas
$3.83M -$7.91M -166,944 -68%
ASN
19
Advisory Services Network
Georgia
$3.67M +$2.3M +48,493 +190%
LPL Financial
20
LPL Financial
California
$3.64M +$298K +6,277 +9%
SCA
21
Southern Capital Advisors
Tennessee
$3.51M +$989K +20,867 +42%
UBS Group
22
UBS Group
Switzerland
$3.3M +$12.3K +260 +0.4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3.13M +$111K +2,341 +4%
EA
24
Eudaimonia Advisors
Tennessee
$3.07M +$823K +17,367 +39%
WA
25
Win Advisors
Florida
$2.96M +$2.83M +59,756 New

FCOM Hedge Fund Activity: Q1 2024 in Review

136 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q1 2024, worth a combined $606M — up 21% from $501M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FCOM and 13 opened new positions — a net loss of 7 holders — while 46 trimmed existing stakes and 46 added.

The largest buyer was Charles Schwab, adding an estimated $68.1M. The largest seller was Morgan Stanley, cutting an estimated $16.1M.

  • 136 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q1 2024, down from 143 in Q4 2023.
  • Funds reported $606M of Fidelity MSCI Communication Services Index ETF stock for Q1 2024, up 21% quarter-over-quarter.
  • 13 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q1 2024 and 20 closed out, a net change of -7 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q1 2024 was Charles Schwab, an estimated $68.1M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2024.