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Fidelity Nasdaq Composite Index ETF

198 hedge funds and large institutions have $497M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

581% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $245K

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

0.28% more ownership

Funds ownership: 13.47%13.75% (+0.28%)

6% less funds holding

Funds holding: 210198 (-12)

21% less capital invested

Capital invested by funds: $626M → $497M (-$129M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

Holders
198
Holders Change
-12
Holders Change %
-5.71%
% of All Funds
3.34%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
22
Increased
64
Reduced
53
Closed
31
Calls
$1.67M
Puts
$245K
Net Calls
+$1.42M
Net Calls Change
-$678K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Wealthstar Advisors
Texas
$4.18M +$4.62M +96,802 New
SPC
27
Sigma Planning Corp
Michigan
$3.85M -$69.2K -1,451 -2%
LWA
28
Lineweaver Wealth Advisors
Ohio
$3.82M -$116K -2,442 -3%
LNC
29
Lincoln National Corp
Pennsylvania
$3.41M -$117K -2,459 -3%
Wells Fargo
30
Wells Fargo
California
$3.12M -$16.8K -352 -0.5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.08M +$2.7M +56,628 +384%
MCC
32
Money Concepts Capital
Florida
$2.86M -$751K -15,748 -19%
CWM
33
Cornerstone Wealth Management
Missouri
$2.65M -$16.6K -349 -0.6%
CAN
34
Cetera Advisor Networks
California
$2.55M +$24.8K +520 +0.9%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.54M +$117K +2,463 +4%
HSWM
36
Hubbell Strickland Wealth Management
Louisiana
$1.82M +$82K +1,719 +4%
KA
37
Kovack Advisors
Florida
$1.68M +$70.9K +1,487 +4%
EL
38
EQ LLC
Washington
$1.62M -$6.07M -127,351 -77%
AIC
39
Ayalon Insurance Company
Israel
$1.59M -$499K -10,473 -22%
AWM
40
Axxcess Wealth Management
California
$1.57M -$204K -4,274 -11%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.48M -$119K -2,498 -7%
CFS
42
CRA Financial Services
New Jersey
$1.47M +$4.91K +103 +0.3%
NWA
43
Navis Wealth Advisors
New York
$1.44M
BDWCC
44
B&D White Capital Company
Texas
$1.4M
HSBC Holdings
45
HSBC Holdings
United Kingdom
$1.4M +$31.5K +660 +2%
IWC
46
Integrated Wealth Concepts
Massachusetts
$1.36M +$1.5M +31,431 New
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$1.34M +$291K +6,096 +24%
Fisher Asset Management
48
Fisher Asset Management
Washington
$1.31M +$19.1K +400 +1%
APA
49
American Portfolios Advisors
New York
$1.29M -$181K -3,800 -11%
SS
50
Sunbelt Securities
Texas
$1.27M +$30.5K +640 +2%