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Fidelity MSCI Communication Services Index ETF

209 hedge funds and large institutions have $1.25B invested in Fidelity MSCI Communication Services Index ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 72 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

36% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 53

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more funds holding

Funds holding: 191209 (+18)

6% more capital invested

Capital invested by funds: $1.17B → $1.25B (+$72.3M)

0.76% more ownership

Funds ownership: 64.81%65.57% (+0.76%)

Holders
209
Holders Change
+18
Holders Change %
+9.42%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
72
Reduced
53
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$316M -$2.52M -35,538 -0.8%
HIIFS
2
Harel Insurance Investments & Financial Services
Israel
$219M +$20.2M +284,563 +11%
Lido Advisors
3
Lido Advisors
California
$147M +$205K +2,882 +0.1%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$86M -$5.74M -80,840 -6%
AM
5
AGF Management
Ontario, Canada
$47.7M -$329K -4,636 -0.7%
Morgan Stanley
6
Morgan Stanley
New York
$33.7M +$1.28M +17,976 +4%
VC
7
Vicus Capital
Pennsylvania
$26.6M +$1.03M +14,451 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$21.8M +$129K +1,822 +0.6%
Wells Fargo
9
Wells Fargo
California
$18.1M +$274K +3,854 +2%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$16.8M -$2.22M -31,299 -12%
DWP
11
Destiny Wealth Partners
Florida
$14.8M -$11.7K -165 -0.1%
BA
12
Bellwether Advisors
Nebraska
$14.7M +$14.2M +200,355 New
HighTower Advisors
13
HighTower Advisors
Illinois
$13.6M -$2.91K -41 -0%
LPL Financial
14
LPL Financial
California
$13.4M +$2.26M +31,808 +21%
Stifel Financial
15
Stifel Financial
Missouri
$12.6M +$1.91M +26,951 +19%
IFA
16
Independence Financial Advisors
New Hampshire
$12.1M +$306K +4,318 +3%
KAS
17
Kestra Advisory Services
Texas
$12M +$208K +2,926 +2%
CA
18
Crumly & Associates
Illinois
$11.6M +$2.36M +33,200 +26%
Raymond James Financial
19
Raymond James Financial
Florida
$9.92M -$244K -3,433 -2%
RWM
20
Redstone Wealth Management
Oklahoma
$8.99M +$8.71M +122,722 New
Osaic Holdings
21
Osaic Holdings
Arizona
$7.77M -$166K -2,337 -2%
FFS
22
Fischer Financial Services
Pennsylvania
$7.69M +$13.3K +188 +0.2%
Kovitz Investment Group Partners
23
Kovitz Investment Group Partners
Illinois
$7.68M +$1.08M +15,255 +17%
AWM
24
AE Wealth Management
Kansas
$7.38M +$427K +6,010 +6%
YWM
25
Yoder Wealth Management
California
$7.16M +$1.05M +14,820 +18%