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Fidelity Nasdaq Composite Index ETF

99 hedge funds and large institutions have $208M invested in Fidelity Nasdaq Composite Index ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $167M → $208M (+$40.2M)

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

8% more funds holding

Funds holding: 9299 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

28.74% less ownership

Funds ownership: 263.03%234.29% (-29%)

Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
34
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RG
51
Rikoon Group
New Mexico
$449K
CAN
52
Cetera Advisor Networks
California
$415K +$406K +13,130 New
AIP
53
Ahrens Investment Partners
Louisiana
$392K +$36.2K +1,170 +10%
BFA
54
Beaumont Financial Advisors
Massachusetts
$388K +$8.96K +290 +2%
Lido Advisors
55
Lido Advisors
California
$339K -$9.89K -320 -3%
AG
56
Advisor Group
Arizona
$337K +$33.4K +1,080 +11%
CAC
57
Certified Advisory Corp
Florida
$311K +$20.4K +660 +7%
DWM
58
Darwin Wealth Management
Florida
$308K +$45.8K +1,480 +18%
GWM
59
Geneos Wealth Management
Colorado
$297K +$13.3K +430 +5%
RIA
60
Regal Investment Advisors
Michigan
$287K +$281K +9,080 New
CA
61
Calton & Associates
Florida
$264K +$49.2K +1,590 +23%
CTA
62
Colonial Trust Advisors
South Carolina
$253K +$16.1K +520 +7%
WA
63
Wealthstar Advisors
Texas
$251K -$8.35K -270 -3%
UCFA
64
United Capital Financial Advisors
Texas
$251K +$246K +7,950 New
BA
65
Bennicas & Associates
California
$248K +$618 +20 +0.3%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$229K -$35.9K -1,160 -14%
WP
67
WealthSource Partners
California
$213K -$13.3K -430 -6%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$208K -$38K -1,230 -16%
PS
69
Portfolio Strategies
New York
$204K
BTS
70
BB&T Securities
Virginia
$201K +$198K +6,390 New
EA
71
Elm Advisors
California
$112K +$110K +3,550 New
IFAM
72
Institutional & Family Asset Management
Colorado
$89K +$87.5K +2,830 New
CFD
73
Creative Financial Designs
Indiana
$85K +$58.4K +1,890 +236%
WPW
74
Winthrop Partners - WNY
New York
$78K
SWM
75
SeaCrest Wealth Management
New York
$72K -$8.04K -260 -10%