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Fidelity MSCI Communication Services Index ETF
FCOM

144 hedge funds and large institutions have $704M invested in Fidelity MSCI Communication Services Index ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

9% more capital invested

Capital invested by funds: $644M → $704M (+$60.5M)

4% more funds holding

Funds holding: 139 → 144 (+5)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.21% less ownership

Funds ownership: 56.85% → 56.64% (-0.21%)

Holders
144
Holders Change
+5
Holders Change %
+3.6%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
60
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AM
AGF Management
Ontario, Canada
+$19.5M
2
Goldman Sachs
Goldman Sachs
New York
+$8.06M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$2.75M
4
Morgan Stanley
Morgan Stanley
New York
+$2.73M
5
KWA
Kingswood Wealth Advisors
California
+$2.33M

Top Sellers

1
Lido Advisors
Lido Advisors
California
-$9.39M
2
CA
Crumly & Associates
Illinois
-$4.27M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.49M
4
HighTower Advisors
HighTower Advisors
Illinois
-$2.85M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$260M +$601K +11,504 +0.2%
Lido Advisors
2
Lido Advisors
California
$92.3M -$9.39M -179,851 -10%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$60.5M -$1.93M -36,933 -3%
AM
4
AGF Management
Ontario, Canada
$37.1M +$19.5M +373,915 +125%
Morgan Stanley
5
Morgan Stanley
New York
$23.7M +$2.73M +52,320 +14%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$16.8M -$3.49M -66,767 -18%
FSC
7
Full Sail Capital
Oklahoma
$14.3M -$260K -4,985 -2%
Wells Fargo
8
Wells Fargo
California
$11.5M -$520K -9,967 -5%
HighTower Advisors
9
HighTower Advisors
Illinois
$9.47M -$2.85M -54,619 -24%
Stifel Financial
10
Stifel Financial
Missouri
$9.18M -$71.2K -1,363 -0.8%
Goldman Sachs
11
Goldman Sachs
New York
$8.51M +$8.06M +154,442 New
KAS
12
Kestra Advisory Services
Texas
$8.44M +$464K +8,886 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.29M +$1.67M +32,075 +27%
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$6.45M -$50.7K -971 -0.8%
PCS
15
Personal CFO Solutions
New Jersey
$6.03M -$327K -6,255 -5%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.78M -$1.38M -26,369 -20%
LPL Financial
17
LPL Financial
California
$5.68M +$1.14M +21,864 +27%
AWM
18
AE Wealth Management
Kansas
$5.38M +$636K +12,177 +14%
BCM
19
Beaumont Capital Management
Massachusetts
$5.01M +$445K +8,515 +10%
ASN
20
Advisory Services Network
Georgia
$4.43M – – –
SCA
21
Southern Capital Advisors
Tennessee
$4.29M +$262K +5,015 +7%
UBS Group
22
UBS Group
Switzerland
$3.67M +$15K +288 +0.4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$3.4M -$109K -2,091 -3%
SSWM
24
Smith Salley Wealth Management
North Carolina
$3.32M +$76.1K +1,457 +2%
YWM
25
Yoder Wealth Management
California
$3.31M +$262K +5,027 +9%
1
2 3 4 5

FCOM Hedge Fund Activity: Q3 2024 in Review

144 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity MSCI Communication Services Index ETF (FCOM) for Q3 2024, worth a combined $704M — up 9.4% from $644M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FCOM positions and 13 closed out — a net gain of 5 holders — while 60 added to existing stakes and 40 trimmed.

The largest buyer was AGF Management, adding an estimated $19.5M. The largest seller was Lido Advisors, cutting an estimated $9.39M.

  • 144 institutional investors held Fidelity MSCI Communication Services Index ETF (FCOM) as of Q3 2024, up from 139 in Q2 2024.
  • Funds reported $704M of Fidelity MSCI Communication Services Index ETF stock for Q3 2024, up 9.4% quarter-over-quarter.
  • 18 funds opened new Fidelity MSCI Communication Services Index ETF positions in Q3 2024 and 13 closed out, a net change of +5 holders.
  • The largest Fidelity MSCI Communication Services Index ETF buyer in Q3 2024 was AGF Management, an estimated $19.5M added.
  • The largest Fidelity MSCI Communication Services Index ETF seller in Q3 2024 was Lido Advisors, an estimated $9.39M sold.

Based on aggregated 13F filings for Q3 2024.