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Fidelity Nasdaq Composite Index ETF

61 hedge funds and large institutions have $132M invested in Fidelity Nasdaq Composite Index ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $115M → $132M (+$16.2M)

2.12% more ownership

Funds ownership: 95.46%97.58% (+2.1%)

0% more funds holding

Funds holding: 6161 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
30
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cornerstone Wealth Management
Missouri
$861K +$3.74K +150 +0.5%
Ameriprise
27
Ameriprise
Minnesota
$794K +$4.24K +170 +0.7%
PAG
28
Private Advisor Group
New Jersey
$787K +$125K +5,010 +20%
RCG
29
Ruggie Capital Group
Florida
$762K
PFA
30
Pinnacle Family Advisors
Missouri
$690K -$22.7K -910 -3%
AG
31
Advisor Group
Arizona
$657K +$65.6K +2,630 +11%
LNC
32
Lincoln National Corp
Pennsylvania
$597K +$32.7K +1,310 +6%
FHC
33
First Heartland Consultants
Missouri
$551K +$20K +800 +4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$457K +$327K +13,100 +273%
Citadel Advisors
35
Citadel Advisors
Florida
$414K +$140K +5,600 +53%
HCM
36
Hilton Capital Management
New York
$408K
SI
37
SII Investments
Wisconsin
$404K +$392K +15,720 New
Fisher Asset Management
38
Fisher Asset Management
Washington
$375K +$154K +6,160 +72%
RG
39
Rikoon Group
New Mexico
$364K
BRWA
40
B. Riley Wealth Advisors
Florida
$317K -$24.5K -980 -7%
SWP
41
Stratos Wealth Partners
Ohio
$309K +$56.1K +2,250 +23%
PWM
42
Perigon Wealth Management
California
$305K -$11K -440 -4%
Lido Advisors
43
Lido Advisors
California
$275K +$260K +10,420 New
MML Investors Services
44
MML Investors Services
Massachusetts
$267K +$6.99K +280 +3%
GWM
45
Geneos Wealth Management
Colorado
$233K +$499 +20 +0.2%
AIP
46
Ahrens Investment Partners
Louisiana
$230K +$225K +9,030 New
VF
47
Virtu Financial
New York
$228K +$223K +8,930 New
RJFSA
48
Raymond James Financial Services Advisors
Florida
$227K
BCI
49
Brinker Capital Investments
Pennsylvania
$80K
RFWA
50
RPg Family Wealth Advisory
Massachusetts
$60.5K -$30.9K -1,240 -34%