We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

84 hedge funds and large institutions have $147M invested in Fidelity Nasdaq Composite Index ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more funds holding

Funds holding: 7584 (+9)

10% more capital invested

Capital invested by funds: $133M → $147M (+$13.9M)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

4.98% less ownership

Funds ownership: 93.71%88.73% (-5%)

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
25
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Cornerstone Wealth Management
Missouri
$952K +$20.8K +730 +2%
PFA
27
Pinnacle Family Advisors
Missouri
$945K +$202K +7,110 +26%
Renaissance Technologies
28
Renaissance Technologies
New York
$941K +$683K +24,000 +240%
RCG
29
Ruggie Capital Group
Florida
$826K
Fisher Asset Management
30
Fisher Asset Management
Washington
$823K +$430K +15,100 +103%
LNC
31
Lincoln National Corp
Pennsylvania
$787K -$774K -27,180 -49%
Ameriprise
32
Ameriprise
Minnesota
$784K -$1.51M -52,960 -65%
Creative Planning
33
Creative Planning
Kansas
$624K +$642K +22,550 New
FHC
34
First Heartland Consultants
Missouri
$571K -$2.85K -100 -0.5%
PAG
35
Private Advisor Group
New Jersey
$496K -$141K -4,960 -22%
Stifel Financial
36
Stifel Financial
Missouri
$463K +$478K +16,790 New
SWP
37
Stratos Wealth Partners
Ohio
$446K +$57.8K +2,030 +14%
HCM
38
Hilton Capital Management
New York
$443K
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$442K +$17.1K +600 +4%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$429K
CA
41
Calton & Associates
Florida
$399K -$139K -4,870 -25%
RG
42
Rikoon Group
New Mexico
$383K
WP
43
WealthSource Partners
California
$347K -$1.99M -69,870 -85%
BFA
44
Beaumont Financial Advisors
Massachusetts
$329K +$338K +11,890 New
Lido Advisors
45
Lido Advisors
California
$306K +$7.12K +250 +2%
FI
46
FormulaFolio Investments
Michigan
$284K +$14.8K +520 +5%
AG
47
Advisor Group
Arizona
$283K -$428K -15,020 -59%
AIP
48
Ahrens Investment Partners
Louisiana
$280K +$12.5K +440 +5%
PPA
49
Parametric Portfolio Associates
Washington
$264K +$271K +9,530 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$256K +$165K +5,790 +168%