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Fidelity MSCI Communication Services Index ETF
FCOM

139 hedge funds and large institutions have $644M invested in Fidelity MSCI Communication Services Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

6% more capital invested

Capital invested by funds: $606M → $644M (+$38M)

2% more funds holding

Funds holding: 136 → 139 (+3)

2.48% less ownership

Funds ownership: 59.33% → 56.85% (-2.5%)

Holders
139
Holders Change
+3
Holders Change %
+2.21%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
22
Increased
48
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$5.92M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.81M
3
Lido Advisors
Lido Advisors
California
+$2.75M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.4M
5
AM
AGF Management
Ontario, Canada
+$2.34M

Top Sellers

1
WA
Win Advisors
Florida
-$2.96M
2
LNC
Lincoln National Corp
Pennsylvania
-$2.64M
3
Goldman Sachs
Goldman Sachs
New York
-$1.69M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.57M
5
EWM
EPG Wealth Management
Georgia
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$246M -$131K -2,619 -0.1%
Lido Advisors
2
Lido Advisors
California
$96.9M +$2.75M +54,792 +3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$59.3M -$187K -3,721 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$19.7M +$654K +13,032 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.4M +$5.81M +115,797 +45%
AM
6
AGF Management
Ontario, Canada
$15.7M +$2.34M +46,580 +18%
FSC
7
Full Sail Capital
Oklahoma
$13.8M -$280K -5,586 -2%
HighTower Advisors
8
HighTower Advisors
Illinois
$11.8M -$184K -3,655 -2%
Wells Fargo
9
Wells Fargo
California
$11.5M +$997K +19,855 +10%
Stifel Financial
10
Stifel Financial
Missouri
$8.77M -$1.19M -23,750 -12%
KAS
11
Kestra Advisory Services
Texas
$7.46M +$2.12M +42,131 +41%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.86M +$2.4M +47,897 +58%
CA
13
Crumly & Associates
Illinois
$6.38M +$137K +2,722 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.18M -$1.57M -31,307 -21%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$6.16M +$5.92M +117,842 New
PCS
16
Personal CFO Solutions
New Jersey
$6.05M -$95K -1,892 -2%
AWM
17
AE Wealth Management
Kansas
$4.47M +$409K +8,146 +11%
ASN
18
Advisory Services Network
Georgia
$4.43M +$548K +10,920 +15%
BCM
19
Beaumont Capital Management
Massachusetts
$4.31M -$143K -2,858 -3%
LPL Financial
20
LPL Financial
California
$4.25M +$395K +7,867 +11%
SCA
21
Southern Capital Advisors
Tennessee
$3.81M +$103K +2,047 +3%
UBS Group
22
UBS Group
Switzerland
$3.46M -$18K -359 -0.5%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3.34M +$35.8K +713 +1%
SSWM
24
Smith Salley Wealth Management
North Carolina
$3.08M +$1.96K +39 +0.1%
ACA
25
Atlas Capital Advisors
Wyoming
$2.89M +$88.2K +1,757 +3%
1
2 3 4 5

FCOM Hedge Fund Activity: Q2 2024 in Review

139 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q2 2024, worth a combined $644M — up 6.3% from $606M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FCOM positions and 14 closed out — a net gain of 8 holders — while 48 added to existing stakes and 34 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $5.92M. The largest seller was Win Advisors, exiting entirely with an estimated $2.96M sold.

  • 139 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q2 2024, up from 136 in Q1 2024.
  • Funds reported $644M of Fidelity MSCI Communication Services Index ETF stock for Q2 2024, up 6.3% quarter-over-quarter.
  • 22 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q2 2024 and 14 closed out, a net change of +8 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $5.92M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q2 2024 was Win Advisors, an estimated $2.96M sold.

Based on aggregated 13F filings for Q2 2024.