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Fidelity Nasdaq Composite Index ETF

302 hedge funds and large institutions have $1.15B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $673K | Put options by funds: $193K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

2% more funds holding

Funds holding: 296302 (+6)

1.65% less ownership

Funds ownership: 18.49%16.84% (-1.6%)

7% less capital invested

Capital invested by funds: $1.24B → $1.15B (-$84.7M)

11% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 97

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
302
Holders Change
+6
Holders Change %
+2.03%
% of All Funds
4.34%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
36
Increased
86
Reduced
97
Closed
26
Calls
$673K
Puts
$193K
Net Calls
+$480K
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$12.5M -$481K -6,929 -4%
SPIA
27
Steward Partners Investment Advisory
New York
$11.8M +$10.8M +155,783 +1,754%
CFS
28
Commonwealth Financial Services
West Virginia
$10.7M -$188K -2,702 -2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$9.9M +$76.6K +1,104 +0.8%
EL
30
EQ LLC
Washington
$9.75M -$882K -12,709 -9%
SVCP
31
Silicon Valley Capital Partners
California
$9.47M -$496K -7,139 -5%
Wells Fargo
32
Wells Fargo
California
$8.85M -$214K -3,088 -2%
JP Morgan Chase
33
JP Morgan Chase
New York
$8.2M +$914K +13,171 +13%
GWANC
34
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.1M +$121K +1,743 +2%
ACA
35
Aptus Capital Advisors
Alabama
$8.1M +$121K +1,742 +2%
RIA
36
Regal Investment Advisors
Michigan
$7.6M -$17.5M -251,555 -70%
ASN
37
Advisory Services Network
Georgia
$7.53M
JA
38
JVL Associates
Michigan
$7.37M -$1.02M -14,738 -13%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$6.74M -$1.38M -19,908 -17%
HIA
40
Harvest Investment Advisors
Florida
$6.63M -$90.6K -1,305 -1%
PS
41
Portfolio Strategies
New York
$6.22M -$165K -2,377 -3%
GF
42
Gimbal Financial
Indiana
$6.03M -$3.08M -44,415 -35%
OLVIG
43
Oliver Lagore Vanvalin Investment Group
Michigan
$5.42M +$302K +4,355 +6%
SS
44
Sunbelt Securities
Texas
$5.28M -$9.44K -136 -0.2%
CWM
45
Cornerstone Wealth Management
Missouri
$4.51M -$22.1K -319 -0.5%
LWA
46
Lineweaver Wealth Advisors
Ohio
$4.31M -$174K -2,509 -4%
SPC
47
Sigma Planning Corp
Michigan
$4.28M -$43.2K -622 -1%
PCWA
48
Pacific Capital Wealth Advisors
California
$4.22M
PCIA
49
Prime Capital Investment Advisors
Kansas
$4.19M +$129K +1,859 +3%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$4.19M -$2.04M -29,400 -33%