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Fidelity Nasdaq Composite Index ETF

124 hedge funds and large institutions have $289M invested in Fidelity Nasdaq Composite Index ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

45% more capital invested

Capital invested by funds: $199M → $289M (+$90.2M)

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

6.15% more ownership

Funds ownership: 100.11%106.26% (+6.2%)

3% more funds holding

Funds holding: 120124 (+4)

Holders
124
Holders Change
+4
Holders Change %
+3.33%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
41
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$760K -$516K -14,570 -43%
AWM
52
Avior Wealth Management
Nebraska
$729K -$359K -10,140 -35%
MML Investors Services
53
MML Investors Services
Massachusetts
$720K +$29.7K +840 +5%
TGAM
54
TBH Global Asset Management
Tennessee
$657K +$8.85K +250 +2%
Fisher Asset Management
55
Fisher Asset Management
Washington
$617K +$60.9K +1,720 +12%
RTS
56
Round Table Services
New Jersey
$587K +$531K +15,000 New
RJA
57
Raymond James & Associates
Florida
$520K -$4.25K -120 -0.9%
MAFM
58
Mid Atlantic Financial Management
Pennsylvania
$517K +$354 +10 +0.1%
AIP
59
Ahrens Investment Partners
Louisiana
$488K +$14.9K +420 +3%
Creative Planning
60
Creative Planning
Kansas
$480K +$22.3K +630 +5%
CTA
61
Colonial Trust Advisors
South Carolina
$469K
BFA
62
Beaumont Financial Advisors
Massachusetts
$469K +$28.7K +810 +7%
SWP
63
Stratos Wealth Partners
Ohio
$465K +$78.2K +2,210 +23%
FHC
64
First Heartland Consultants
Missouri
$459K +$20.9K +590 +5%
Lido Advisors
65
Lido Advisors
California
$421K
PSF
66
Pacific Sun Financial
California
$419K
BBHC
67
Brown Brothers Harriman & Co
New York
$392K
Truist Financial
68
Truist Financial
North Carolina
$389K -$7.79K -220 -2%
FIG
69
FundX Investment Group
California
$388K +$351K +9,920 New
TFS
70
Thoroughbred Financial Services
Tennessee
$387K +$3.89K +110 +1%
HSWM
71
Hubbell Strickland Wealth Management
Louisiana
$379K +$343K +9,680 New
SG
72
StoneX Group
New York
$343K +$354 +10 +0.1%
RJT
73
Raymond James Trust
Florida
$334K
MG
74
McCutchen Group
Washington
$332K
BA
75
Bennicas & Associates
California
$317K +$354 +10 +0.1%