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Fidelity Nasdaq Composite Index ETF

92 hedge funds and large institutions have $167M invested in Fidelity Nasdaq Composite Index ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

174.3% more ownership

Funds ownership: 88.73%263.03% (+174%)

14% more capital invested

Capital invested by funds: $147M → $167M (+$20M)

10% more funds holding

Funds holding: 8492 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
29
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
26
Kovack Advisors
Florida
$1.33M +$17.3K +600 +1%
ALIONA
27
Allianz Life Insurance of North America
Minnesota
$1.11M -$634K -21,940 -37%
LNC
28
Lincoln National Corp
Pennsylvania
$1.1M +$262K +9,080 +32%
IA
29
IFP Advisors
Florida
$1.09M -$592K -20,510 -36%
Ameriprise
30
Ameriprise
Minnesota
$1.07M +$221K +7,650 +27%
APA
31
American Portfolios Advisors
New York
$1.03M
FI
32
FormulaFolio Investments
Michigan
$1.01M +$695K +24,080 +235%
RCG
33
Ruggie Capital Group
Florida
$880K
Fisher Asset Management
34
Fisher Asset Management
Washington
$728K -$145K -5,030 -17%
Renaissance Technologies
35
Renaissance Technologies
New York
$707K -$289K -10,000 -29%
Brown Advisory
36
Brown Advisory
Maryland
$682K +$668K +23,130 New
Creative Planning
37
Creative Planning
Kansas
$603K -$60.6K -2,100 -9%
FHC
38
First Heartland Consultants
Missouri
$571K -$36.1K -1,250 -6%
PAG
39
Private Advisor Group
New Jersey
$562K +$30K +1,040 +6%
RJA
40
Raymond James & Associates
Florida
$475K +$466K +16,120 New
SWP
41
Stratos Wealth Partners
Ohio
$471K -$3.75K -130 -0.8%
HCM
42
Hilton Capital Management
New York
$471K +$462K +16,000 New
WAAG
43
Wealth Alliance Advisory Group
Kansas
$457K
Stifel Financial
44
Stifel Financial
Missouri
$451K -$40.4K -1,400 -8%
RG
45
Rikoon Group
New Mexico
$420K
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$416K -$53.4K -1,850 -12%
BFA
47
Beaumont Financial Advisors
Massachusetts
$354K +$3.46K +120 +1%
AIP
48
Ahrens Investment Partners
Louisiana
$332K +$33.2K +1,150 +11%
Lido Advisors
49
Lido Advisors
California
$326K
AG
50
Advisor Group
Arizona
$284K -$18.5K -640 -6%