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Fidelity Nasdaq Composite Index ETF

268 hedge funds and large institutions have $994M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,044% more call options, than puts

Call options by funds: $812K | Put options by funds: $71K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

25% more capital invested

Capital invested by funds: $796M → $994M (+$198M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more funds holding

Funds holding: 256268 (+12)

1.51% more ownership

Funds ownership: 16.51%18.02% (+1.5%)

Holders
268
Holders Change
+12
Holders Change %
+4.69%
% of All Funds
3.91%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
31
Increased
94
Reduced
69
Closed
17
Calls
$812K
Puts
$71K
Net Calls
+$741K
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Abound Wealth Management
Tennessee
$48.5K +$4.61K +84 +11%
NSG
227
Nalls Sherbakoff Group
Tennessee
$47.4K
AIC
228
Archer Investment Corporation
Indiana
$46.4K
CFGS
229
Concourse Financial Group Securities
Alabama
$38.8K
PTC
230
Private Trust Company
Ohio
$35.5K
CTC
231
Central Trust Company
Missouri
$34.4K +$31.9K +581 New
MRCM
232
M&R Capital Management
New Jersey
$31.1K
SL
233
Salomon & Ludwin
Virginia
$30.5K
SCA
234
Stuart Chaussee & Associates
California
$28.9K
PA
235
Parallel Advisors
California
$28.1K -$16.4K -299 -39%
Citigroup
236
Citigroup
New York
$27K +$25K +455 New
AA
237
Ancora Advisors
Ohio
$26.4K +$55 +1 +0.2%
NFSG
238
Newbridge Financial Services Group
Florida
$22.6K
S
239
Syntrinsic
Colorado
$22.5K
AF
240
Allworth Financial
California
$21.1K
CSWM
241
Cassady Schiller Wealth Management
Ohio
$20.1K
TFM
242
TFC Financial Management
Massachusetts
$16.6K
TAM
243
Tucker Asset Management
Colorado
$16.1K
PP
244
Pacifica Partners
Canada
$15.3K
CT
245
Colonial Trust
South Carolina
$14.8K -$68.2K -1,243 -83%
RWM
246
Ruedi Wealth Management
Illinois
$11.7K
FFA
247
Farther Finance Advisors
California
$11.6K +$5.87K +107 +120%
CWAF
248
Core Wealth Advisors (Florida)
Florida
$10.7K
TWC
249
TD Waterhouse Canada
Ontario, Canada
$6.87K
GWMIA
250
Global Wealth Management Investment Advisory
Florida
$6.52K