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Fidelity Nasdaq Composite Index ETF

214 hedge funds and large institutions have $610M invested in Fidelity Nasdaq Composite Index ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,733% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $30K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $550M → $610M (+$60.3M)

10% more funds holding

Funds holding: 195214 (+19)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.03% less ownership

Funds ownership: 12.58%12.54% (-0.03%)

Holders
214
Holders Change
+19
Holders Change %
+9.74%
% of All Funds
3.29%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
35
Increased
64
Reduced
61
Closed
10
Calls
$2.35M
Puts
$30K
Net Calls
+$2.32M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$5.89M -$392K -6,547 -6%
OMC
27
Old Mission Capital
Illinois
$5.8M -$1.93M -32,291 -25%
SWM
28
Spire Wealth Management
Virginia
$5.62M +$1.09M +18,233 +25%
LWA
29
Lineweaver Wealth Advisors
Ohio
$5.55M -$3.77K -63 -0.1%
ASN
30
Advisory Services Network
Georgia
$5.53M +$429K +7,158 +9%
LNC
31
Lincoln National Corp
Pennsylvania
$5.53M +$405K +6,768 +8%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$5.48M +$3.02M +50,407 +127%
CM
33
Churchill Management
California
$5.26M +$180 +3 +0%
JWCA
34
J.W. Cole Advisors
Florida
$4.87M +$1.41M +23,556 +42%
AAS
35
Avantax Advisory Services
Texas
$4.17M -$106K -1,766 -3%
CWM
36
Cornerstone Wealth Management
Missouri
$3.79M +$3.48K +58 +0.1%
MCC
37
Money Concepts Capital
Florida
$3.6M +$3.54M +59,150 New
CAN
38
Cetera Advisor Networks
California
$3.5M +$124K +2,066 +4%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$3.2M +$28.5K +476 +0.9%
PFA
40
Pinnacle Family Advisors
Missouri
$2.94M -$788K -13,159 -21%
AIC
41
Ayalon Insurance Company
Israel
$2.55M -$658K -10,987 -21%
AWM
42
Axxcess Wealth Management
California
$2.52M +$2.48M +41,334 New
KA
43
Kovack Advisors
Florida
$2.5M -$15K -251 -0.6%
SFS
44
Sowell Financial Services
Arkansas
$2.48M -$61.1K -1,020 -2%
ICM
45
Islay Capital Management
Texas
$2.39M -$221K -3,686 -9%
HSWM
46
Hubbell Strickland Wealth Management
Louisiana
$2.25M +$202K +3,379 +10%
APA
47
American Portfolios Advisors
New York
$2.15M +$3.29K +55 +0.2%
FIG
48
FundX Investment Group
California
$2.06M +$1.24M +20,638 +158%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$2.04M -$157K -2,624 -7%
CFS
50
CRA Financial Services
New Jersey
$2.03M +$81.1K +1,353 +4%