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Fidelity Nasdaq Composite Index ETF

75 hedge funds and large institutions have $133M invested in Fidelity Nasdaq Composite Index ETF in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

23% more funds holding

Funds holding: 6175 (+14)

1% more capital invested

Capital invested by funds: $132M → $133M (+$1.95M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.87% less ownership

Funds ownership: 97.58%93.71% (-3.9%)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

Holders
75
Holders Change
+14
Holders Change %
+22.95%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
20
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$238K +$234K +8,790 New
BA
52
Bennicas & Associates
California
$212K +$208K +7,820 New
CAC
53
Certified Advisory Corp
Florida
$184K +$181K +6,820 New
PS
54
Portfolio Strategies
New York
$178K +$175K +6,580 New
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93K +$33.8K +1,270 +59%
SWM
56
SeaCrest Wealth Management
New York
$69K +$67.5K +2,540 New
TF
57
Tompkins Financial
New York
$69K +$67.5K +2,540 New
RFWA
58
RPg Family Wealth Advisory
Massachusetts
$64.3K
KPCM
59
Kings Point Capital Management
New York
$62K +$60.3K +2,270 New
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$55K
SFG
61
SevenBridge Financial Group
Pennsylvania
$54K
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$45K +$43.9K +1,650 New
BlackRock
63
BlackRock
New York
$44K +$266 +10 +0.6%
SSB
64
Sandy Spring Bank
Maryland
$35K
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$32K +$31.1K +1,170 New
CAL
66
Capital Advisors Ltd
Ohio
$26K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$26K
US Bancorp
68
US Bancorp
Minnesota
$20K -$2.66K -100 -12%
AIP
69
Ameritas Investment Partners
Nebraska
$19K
MFW
70
Mosaic Family Wealth
Missouri
$14K
PWM
71
Perigon Wealth Management
California
$6K -$312K -11,750 -98%
GRP
72
Global Retirement Partners
California
$5K
MA
73
MCF Advisors
Kentucky
$4K +$3.72K +140 New
SIS
74
Sound Income Strategies
Florida
$3K +$3.19K +120 New
PCM
75
Poehling Capital Management
Wisconsin
$1K +$1.06K +40 New