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Fidelity Nasdaq Composite Index ETF

286 hedge funds and large institutions have $1.06B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,208% more call options, than puts

Call options by funds: $277K | Put options by funds: $12K

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

21% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 77

7% more capital invested

Capital invested by funds: $994M → $1.06B (+$70M)

7% more funds holding

Funds holding: 268286 (+18)

0.51% less ownership

Funds ownership: 18.02%17.51% (-0.51%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
286
Holders Change
+18
Holders Change %
+6.72%
% of All Funds
4.12%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
93
Reduced
77
Closed
17
Calls
$277K
Puts
$12K
Net Calls
+$265K
Net Calls Change
-$476K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$11.9M -$5.16M -83,519 -31%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$11.6M -$459K -7,417 -4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$9.65M +$1.42M +23,028 +18%
EL
29
EQ LLC
Washington
$9.4M -$4.13M -66,769 -31%
SVCP
30
Silicon Valley Capital Partners
California
$8.98M -$404K -6,532 -4%
CFS
31
Commonwealth Financial Services
West Virginia
$8.71M -$31.7K -512 -0.3%
Wells Fargo
32
Wells Fargo
California
$7.95M +$1.72M +27,804 +29%
JA
33
JVL Associates
Michigan
$7.77M -$37.2K -601 -0.5%
ACA
34
Aptus Capital Advisors
Alabama
$7.15M +$127K +2,060 +2%
GWANC
35
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.15M +$135K +2,185 +2%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$6.83M +$6.56M +106,050 New
JP Morgan Chase
37
JP Morgan Chase
New York
$6.82M -$3.19M -51,505 -33%
HIA
38
Harvest Investment Advisors
Florida
$6.24M -$17K -275 -0.3%
SFS
39
Sowell Financial Services
Arkansas
$6.22M -$1.65M -26,638 -22%
PS
40
Portfolio Strategies
New York
$5.99M -$4.42M -71,477 -43%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$5.92M +$693K +11,200 +14%
ASN
42
Advisory Services Network
Georgia
$5.86M +$303K +4,902 +6%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$5.34M +$4.45M +71,991 +656%
LNC
44
Lincoln National Corp
Pennsylvania
$5.21M +$339K +5,474 +7%
SS
45
Sunbelt Securities
Texas
$4.76M +$762K +12,322 +20%
KCM
46
KM Capital Management
Texas
$4.66M -$2.98M -48,257 -40%
PFA
47
Pinnacle Family Advisors
Missouri
$4.54M -$154K -2,483 -3%
OLVIG
48
Oliver Lagore Vanvalin Investment Group
Michigan
$4.37M +$217K +3,502 +5%
LWA
49
Lineweaver Wealth Advisors
Ohio
$4.18M -$7.05K -114 -0.2%
SPC
50
Sigma Planning Corp
Michigan
$4.15M +$2.31M +37,403 +139%