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Fidelity Nasdaq Composite Index ETF

268 hedge funds and large institutions have $994M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,044% more call options, than puts

Call options by funds: $812K | Put options by funds: $71K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

25% more capital invested

Capital invested by funds: $796M → $994M (+$198M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more funds holding

Funds holding: 256268 (+12)

1.51% more ownership

Funds ownership: 16.51%18.02% (+1.5%)

Holders
268
Holders Change
+12
Holders Change %
+4.69%
% of All Funds
3.91%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
31
Increased
94
Reduced
69
Closed
17
Calls
$812K
Puts
$71K
Net Calls
+$741K
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Hollencrest Capital Management
California
$11.2M +$1.11M +20,194 +12%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$11.1M +$292K +5,322 +3%
Two Sigma Investments
28
Two Sigma Investments
New York
$10.6M +$5.64M +102,900 +136%
PS
29
Portfolio Strategies
New York
$9.76M -$37.2K -679 -0.4%
JP Morgan Chase
30
JP Morgan Chase
New York
$9.33M +$1.81M +32,981 +26%
CFS
31
Commonwealth Financial Services
West Virginia
$8.74M +$297K +5,421 +4%
SVCP
32
Silicon Valley Capital Partners
California
$8.65M -$206K -3,759 -3%
GM
33
GeoWealth Management
Illinois
$8.26M +$7.65M +139,429 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7.51M +$62.8K +1,145 +0.9%
SFS
35
Sowell Financial Services
Arkansas
$7.31M +$5.36M +97,705 +382%
JA
36
JVL Associates
Michigan
$7.18M -$214K -3,898 -3%
KCM
37
KM Capital Management
Texas
$7.15M
ACA
38
Aptus Capital Advisors
Alabama
$6.46M -$822K -14,993 -12%
GWANC
39
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.45M -$829K -15,119 -12%
HIA
40
Harvest Investment Advisors
Florida
$5.76M -$35.7K -650 -0.7%
Wells Fargo
41
Wells Fargo
California
$5.67M -$88.3K -1,609 -2%
ASN
42
Advisory Services Network
Georgia
$5.1M +$2.28M +41,553 +93%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$4.79M +$2.28M +41,500 +106%
LNC
44
Lincoln National Corp
Pennsylvania
$4.47M +$102K +1,851 +3%
PFA
45
Pinnacle Family Advisors
Missouri
$4.32M +$789K +14,381 +25%
CAN
46
Cetera Advisor Networks
California
$3.98M +$137K +2,505 +4%
LWA
47
Lineweaver Wealth Advisors
Ohio
$3.85M -$1.13M -20,619 -24%
OLVIG
48
Oliver Lagore Vanvalin Investment Group
Michigan
$3.81M +$403K +7,354 +13%
GVAG
49
Great Valley Advisor Group
Delaware
$3.68M +$829K +15,106 +32%
CWM
50
Cornerstone Wealth Management
Missouri
$3.65M +$44.3K +808 +1%