We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

256 hedge funds and large institutions have $796M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

13% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 72

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

8% more funds holding

Funds holding: 236256 (+20)

0.27% more ownership

Funds ownership: 16.23%16.51% (+0.27%)

2% less capital invested

Capital invested by funds: $808M → $796M (-$12.2M)

81% less call options, than puts

Call options by funds: $198K | Put options by funds: $1.05M

Holders
256
Holders Change
+20
Holders Change %
+8.47%
% of All Funds
4.06%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
36
Increased
81
Reduced
72
Closed
16
Calls
$198K
Puts
$1.05M
Net Calls
-$854K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
226
Stuart Chaussee & Associates
California
$25.4K +$26.4K +488 New
AA
227
Ancora Advisors
Ohio
$23.1K
NFSG
228
Newbridge Financial Services Group
Florida
$19.8K
S
229
Syntrinsic
Colorado
$19.8K +$20.6K +380 New
AF
230
Allworth Financial
California
$18.6K
CSWM
231
Cassady Schiller Wealth Management
Ohio
$17.7K
Simplex Trading
232
Simplex Trading
Illinois
$15K -$38.2K -705 -70%
TFM
233
TFC Financial Management
Massachusetts
$14.6K
PP
234
Pacifica Partners
Canada
$14.2K
TAM
235
Tucker Asset Management
Colorado
$14.1K +$14.1K +260 +2,364%
RWM
236
Ruedi Wealth Management
Illinois
$10.3K -$108 -2 -1%
BCMLT
237
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.95K
CWAF
238
Core Wealth Advisors (Florida)
Florida
$9.36K
TWC
239
TD Waterhouse Canada
Ontario, Canada
$6.28K
TWM
240
Tradition Wealth Management
Minnesota
$6K -$14.2K -263 -71%
GWMIA
241
Global Wealth Management Investment Advisory
Florida
$5.72K
CG
242
Cutler Group
California
$5K -$5.42K -100 -50%
GFPC
243
Global Financial Private Client
Florida
$4.77K
FFA
244
Farther Finance Advisors
California
$4.64K +$4.82K +89 New
SIS
245
Sound Income Strategies
Florida
$3.64K
DFA
246
DHJJ Financial Advisors
Illinois
$3.12K +$3.25K +60 New
AssetMark Inc
247
AssetMark Inc
California
$2.91K
FFL
248
Financial Freedom LLC
Ohio
$2.44K +$271 +5 +12%
LWANC
249
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.08K +$2.17K +40 New
HCM
250
Horrell Capital Management
Arkansas
$2K