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Fidelity Nasdaq Composite Index ETF

286 hedge funds and large institutions have $1.06B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,208% more call options, than puts

Call options by funds: $277K | Put options by funds: $12K

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

21% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 77

7% more capital invested

Capital invested by funds: $994M → $1.06B (+$70M)

7% more funds holding

Funds holding: 268286 (+18)

0.51% less ownership

Funds ownership: 18.02%17.51% (-0.51%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
286
Holders Change
+18
Holders Change %
+6.72%
% of All Funds
4.12%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
93
Reduced
77
Closed
17
Calls
$277K
Puts
$12K
Net Calls
+$265K
Net Calls Change
-$476K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
251
Stuart Chaussee & Associates
California
$31.4K
AA
252
Ancora Advisors
Ohio
$28.7K
S
253
Syntrinsic
Colorado
$24.5K
AF
254
Allworth Financial
California
$23K
CFGS
255
Concourse Financial Group Securities
Alabama
$22.8K -$18.6K -301 -46%
CSWM
256
Cassady Schiller Wealth Management
Ohio
$21.9K
NFSG
257
Newbridge Financial Services Group
Florida
$19.4K -$4.95K -80 -21%
TFM
258
TFC Financial Management
Massachusetts
$18K
PP
259
Pacifica Partners
Canada
$17.6K
TAM
260
Tucker Asset Management
Colorado
$17.5K
LI
261
LRI Investments
Florida
$16.2K +$15.5K +251 New
CT
262
Colonial Trust
South Carolina
$16.1K
CPBTD
263
Central Pacific Bank - Trust Division
Hawaii
$13.5K +$12.9K +209 New
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$12.9K +$12.4K +200 New
RWM
265
Ruedi Wealth Management
Illinois
$12.8K
FFA
266
Farther Finance Advisors
California
$12.7K +$62 +1 +0.5%
KFS
267
Kelly Financial Services
Massachusetts
$11.6K +$11.1K +180 New
CWAF
268
Core Wealth Advisors (Florida)
Florida
$11.6K
TWC
269
TD Waterhouse Canada
Ontario, Canada
$7.67K
BTI
270
Blue Trust Inc
Georgia
$7.37K
DF
271
Dunhill Financial
United Kingdom
$6.98K
S
272
SignatureFD
Georgia
$5.97K +$4.45K +72 +343%
GFPC
273
Global Financial Private Client
Florida
$5.87K
Comerica Bank
274
Comerica Bank
Texas
$5.8K
SIS
275
Sound Income Strategies
Florida
$4.51K