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Fidelity MSCI Communication Services Index ETF

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.

Holders
139
Holders Change
+3
Holders Change %
+2.21%
% of All Funds
2.02%
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
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$246M 4,706,703 -2,619 -0.1%
Lido Advisors
2
Lido Advisors
California
$96.9M 1,854,946 +54,792 +3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$59.3M 1,136,172 -3,721 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$19.7M 378,084 +13,032 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.4M 371,542 +115,797 +45%
AM
6
AGF Management
Ontario, Canada
$15.7M 300,084 +46,580 +18%
FSC
7
Full Sail Capital
Oklahoma
$13.8M 264,007 -5,586 -2%
HighTower Advisors
8
HighTower Advisors
Illinois
$11.9M 226,998 -3,655 -2%
Wells Fargo
9
Wells Fargo
California
$11.5M 219,584 +19,855 +10%
Stifel Financial
10
Stifel Financial
Missouri
$8.77M 168,001 -23,750 -12%
KAS
11
Kestra Advisory Services
Texas
$7.46M 144,344 +42,131 +41%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.86M 131,149 +47,897 +58%
CA
13
Crumly & Associates
Illinois
$6.38M 122,091 +2,722 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.18M 118,405 -31,307 -21%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$6.16M 117,842 +117,842 New
PCS
16
Personal CFO Solutions
New Jersey
$6.05M 115,793 -1,892 -2%
AWM
17
AE Wealth Management
Kansas
$4.47M 85,524 +8,146 +11%
ASN
18
Advisory Services Network
Georgia
$4.43M 84,873 +10,920 +15%
BCM
19
Beaumont Capital Management
Massachusetts
$4.31M 82,482 -2,858 -3%
LPL Financial
20
LPL Financial
California
$4.25M 81,288 +7,867 +11%
SCA
21
Southern Capital Advisors
Tennessee
$3.81M 72,885 +2,047 +3%
UBS Group
22
UBS Group
Switzerland
$3.46M 66,264 -359 -0.5%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3.34M 63,884 +713 +1%
SSWM
24
Smith Salley Wealth Management
North Carolina
$3.08M 58,892 +39 +0.1%
ACA
25
Atlas Capital Advisors
Wyoming
$2.89M 55,427 +1,757 +3%