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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
LFG
276
Larson Financial Group
Missouri
$115K
AF
277
Allworth Financial
California
$115K -$388K -5,187 -78%
NWWA
278
New Wave Wealth Advisors
Arkansas
$111K +$109K +1,462 New
CFD
279
Creative Financial Designs
Indiana
$104K +$11.6K +155 +13%
DWM
280
Darwin Wealth Management
Florida
$90K +$7.48K +100 +9%
MSG
281
Main Street Group
Virginia
$80.5K -$75 -1 -0.1%
OIA
282
Optimum Investment Advisors
Illinois
$76.1K
DRP
283
Decker Retirement Planning
Utah
$76.1K +$74.8K +1,000 New
TSMHT
284
Thurston Springer Miller Herd & Titak
Indiana
$73.9K +$2.99K +40 +4%
CAL
285
Capital Advisors Ltd
Ohio
$73K
AWM
286
Abound Wealth Management
Tennessee
$72.9K -$2.1K -28 -3%
KA
287
Kozak & Associates
Colorado
$69.7K +$150 +2 +0.2%
KFP
288
Keener Financial Planning
Texas
$60K -$17.3K -231 -23%
PTC
289
Private Trust Company
Ohio
$57K
GWM
290
Geneos Wealth Management
Colorado
$51.3K +$50.4K +674 New
AIC
291
Archer Investment Corporation
Indiana
$51K
BF
292
BOK Financial
Oklahoma
$50.9K
SIC
293
SJS Investment Consulting
Ohio
$50.2K -$48.6K -650 -50%
CTC
294
Central Trust Company
Missouri
$44.2K
Simplex Trading
295
Simplex Trading
Illinois
$42K +$41.4K +553 New
RTL
296
Red Tortoise LLC
Georgia
$41.3K +$40.6K +543 New
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$38K +$37.4K +500 New
SCA
298
Stuart Chaussee & Associates
California
$37.1K
WA
299
WPG Advisers
Maryland
$36.1K +$35.5K +474 New
AssetMark Inc
300
AssetMark Inc
California
$32.2K