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Fidelity Nasdaq Composite Index ETF

210 hedge funds and large institutions have $626M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $3.34M | Put options by funds: $1.24M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3% more capital invested

Capital invested by funds: $610M → $626M (+$16.3M)

0.92% more ownership

Funds ownership: 12.54%13.47% (+0.92%)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

6% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 69

2% less funds holding

Funds holding: 214210 (-4)

Holders
210
Holders Change
-4
Holders Change %
-1.87%
% of All Funds
3.31%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
26
Increased
65
Reduced
69
Closed
26
Calls
$3.34M
Puts
$1.24M
Net Calls
+$2.1M
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
SVCP
26
Silicon Valley Capital Partners
California
$6.07M -$169K -3,093 -3%
IA
27
IFP Advisors
Florida
$5.95M -$646K -11,837 -37%
SWM
28
Spire Wealth Management
Virginia
$5.11M -$15.3K -280 -0.3%
LWA
29
Lineweaver Wealth Advisors
Ohio
$5.05M -$16.2K -296 -0.3%
SPC
30
Sigma Planning Corp
Michigan
$5.04M -$331K -6,067 -6%
LNC
31
Lincoln National Corp
Pennsylvania
$4.52M -$512K -9,377 -10%
MCC
32
Money Concepts Capital
Florida
$4.52M +$1.22M +22,272 +38%
Wells Fargo
33
Wells Fargo
California
$4.04M -$1.68M -30,687 -30%
CWM
34
Cornerstone Wealth Management
Missouri
$3.44M -$19.7K -360 -0.6%
CAN
35
Cetera Advisor Networks
California
$3.25M +$57.7K +1,057 +2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$3.14M +$215K +3,940 +8%
ASN
37
Advisory Services Network
Georgia
$2.74M -$2.27M -41,538 -46%
AIC
38
Ayalon Insurance Company
Israel
$2.63M +$306K +5,598 +13%
AWM
39
Axxcess Wealth Management
California
$2.25M -$41K -750 -2%
HSWM
40
Hubbell Strickland Wealth Management
Louisiana
$2.25M +$197K +3,607 +10%
KA
41
Kovack Advisors
Florida
$2.08M -$197K -3,611 -9%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.04M +$181K +3,309 +10%
RJA
43
Raymond James & Associates
Florida
$1.89M +$493K +9,035 +36%
CFS
44
CRA Financial Services
New Jersey
$1.89M +$29.3K +537 +2%
APA
45
American Portfolios Advisors
New York
$1.87M -$93.4K -1,710 -5%
NWA
46
Navis Wealth Advisors
New York
$1.85M
JWCA
47
J.W. Cole Advisors
Florida
$1.82M -$2.57M -47,118 -59%
BDWCC
48
B&D White Capital Company
Texas
$1.81M
OCM
49
One Capital Management
California
$1.77M +$1.74M +31,897 New
HSBC Holdings
50
HSBC Holdings
United Kingdom
$1.77M