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Fidelity Nasdaq Composite Index ETF

336 hedge funds and large institutions have $1.37B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

136% more call options, than puts

Call options by funds: $304K | Put options by funds: $129K

19% more capital invested

Capital invested by funds: $1.15B → $1.37B (+$219M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more funds holding

Funds holding: 302336 (+34)

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

1.36% more ownership

Funds ownership: 16.84%18.2% (+1.4%)

Holders
336
Holders Change
+34
Holders Change %
+11.26%
% of All Funds
4.43%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
59
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
26
Heck Capital Advisors
Wisconsin
$15.1M +$712K +9,509 +5%
LGA
27
Lebenthal Global Advisors
New York
$14.3M +$13.8M +184,987 +5,046%
HCM
28
Hollencrest Capital Management
California
$13.7M -$15K -200 -0.1%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$13.6M +$320K +4,278 +2%
EL
30
EQ LLC
Washington
$13.5M +$3.13M +41,810 +31%
ECA
31
Elevation Capital Advisory
Oregon
$10.5M +$10.4M +138,678 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$10.1M -$420K -5,618 -4%
CFS
33
Commonwealth Financial Services
West Virginia
$10M -$1.44M -19,188 -13%
SVCP
34
Silicon Valley Capital Partners
California
$9.83M -$221K -2,949 -2%
Wells Fargo
35
Wells Fargo
California
$9.62M +$221K +2,947 +2%
ACA
36
Aptus Capital Advisors
Alabama
$8.73M +$122K +1,629 +1%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$8.62M +$7.19M +96,051 +555%
GWANC
38
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.57M -$28.2K -377 -0.3%
ASN
39
Advisory Services Network
Georgia
$7.97M -$211K -2,824 -3%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$7.8M +$631K +8,436 +9%
JA
41
JVL Associates
Michigan
$7.36M -$463K -6,184 -6%
Raymond James Financial
42
Raymond James Financial
Florida
$6.97M +$6.86M +91,610 New
HIA
43
Harvest Investment Advisors
Florida
$6.91M -$131K -1,748 -2%
GF
44
Gimbal Financial
Indiana
$6.59M +$259K +3,455 +4%
SWM
45
Spire Wealth Management
Virginia
$6.56M +$6.45M +86,223 New
PS
46
Portfolio Strategies
New York
$6.51M -$154K -2,053 -2%
SS
47
Sunbelt Securities
Texas
$6.34M +$669K +8,937 +12%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$6.14M +$5.38M +71,845 +811%
WQ
49
Wealth Quarterback
New Jersey
$5.84M +$5.74M +76,741 New
OLVIG
50
Oliver Lagore Vanvalin Investment Group
Michigan
$5.05M -$693K -9,256 -12%