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Fidelity Nasdaq Composite Index ETF

336 hedge funds and large institutions have $1.37B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

136% more call options, than puts

Call options by funds: $304K | Put options by funds: $129K

19% more capital invested

Capital invested by funds: $1.15B → $1.37B (+$219M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more funds holding

Funds holding: 302336 (+34)

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

1.36% more ownership

Funds ownership: 16.84%18.2% (+1.4%)

Holders
336
Holders Change
+34
Holders Change %
+11.26%
% of All Funds
4.43%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
59
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
226
Foguth Wealth Management
Michigan
$298K +$284K +3,797 New
William Blair & Company
227
William Blair & Company
Illinois
$295K +$3.07K +41 +1%
DC
228
Davenport & Co
Virginia
$294K +$299 +4 +0.1%
Kayne Anderson Rudnick Investment Management
229
Kayne Anderson Rudnick Investment Management
California
$289K
FIC
230
Family Investment Center
Missouri
$288K -$1.05K -14 -0.4%
LDB
231
Lee, Danner & Bass
Tennessee
$287K +$282K +3,768 New
SFA
232
Sequoia Financial Advisors
Ohio
$286K +$281K +3,755 New
KFI
233
Key Financial Inc
Pennsylvania
$283K
VFPW
234
Vantage Financial Partners (Wisconsin)
Wisconsin
$281K -$17.5K -234 -6%
FFA
235
Farther Finance Advisors
California
$279K -$1.72K -23 -0.6%
BAAM
236
Baker Avenue Asset Management
California
$272K -$15K -200 -5%
PI
237
PFG Investments
New York
$270K
BCA
238
Bay Colony Advisors
Massachusetts
$267K -$19.9K -266 -7%
AFG
239
Albion Financial Group
Utah
$265K -$2.25K -30 -0.9%
HNB
240
Huntington National Bank
Ohio
$263K
LWL
241
Leo Wealth LLC
Texas
$258K
FCI
242
Financial Counselors Inc
Kansas
$257K
AI
243
Auour Investments
Massachusetts
$257K
HCM
244
Hengehold Capital Management
Ohio
$251K -$973 -13 -0.4%
PVI
245
Pine Valley Investments
New Jersey
$246K +$2.02K +27 +0.8%
SWM
246
Selective Wealth Management
Virginia
$246K +$150 +2 +0.1%
TSWM
247
Tyler-Stone Wealth Management
Ohio
$236K
US Bancorp
248
US Bancorp
Minnesota
$236K
BFG
249
Bouchey Financial Group
New York
$234K
RWA
250
River Wealth Advisors
Pennsylvania
$228K +$225K +3,000 New