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Fidelity Nasdaq Composite Index ETF

166 hedge funds and large institutions have $561M invested in Fidelity Nasdaq Composite Index ETF in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 210 (+8)

356% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 9

63% more capital invested

Capital invested by funds: $345M → $561M (+$216M)

40.91% more ownership

Funds ownership: 113.89%154.8% (+41%)

22% more funds holding

Funds holding: 136166 (+30)

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

Holders
166
Holders Change
+30
Holders Change %
+22.06%
% of All Funds
2.94%
Holding in Top 10
10
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+400%
% of All Funds
0.18%
New
41
Increased
47
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
51
CRA Financial Services
New Jersey
$1.56M -$22.8K -490 -2%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$1.53M +$199K +4,280 +16%
RG
53
Rikoon Group
New Mexico
$1.52M -$105K -2,250 -7%
CAN
54
Cetera Advisor Networks
California
$1.46M -$26K -560 -2%
FPGK
55
Financial Partners Group (Kansas)
Kansas
$1.3M -$860K -18,490 -43%
PAG
56
Private Advisor Group
New Jersey
$1.28M -$61.8K -1,330 -5%
SC
57
Slow Capital
California
$1.27M -$228K -4,910 -16%
Fisher Asset Management
58
Fisher Asset Management
Washington
$1.23M -$115K -2,480 -9%
Renaissance Technologies
59
Renaissance Technologies
New York
$1.2M -$93K -2,000 -8%
DWP
60
Destiny Wealth Partners
Florida
$1.2M +$1.12M +23,990 New
Brown Advisory
61
Brown Advisory
Maryland
$1.16M
HSWM
62
Hubbell Strickland Wealth Management
Louisiana
$1.09M +$363K +7,800 +56%
RJA
63
Raymond James & Associates
Florida
$901K +$220K +4,740 +36%
NEWAS
64
N.E.W. Advisory Services
Wisconsin
$892K -$239K -5,130 -22%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$890K -$480K -10,330 -37%
SS
66
Sunbelt Securities
Texas
$890K +$825K +17,740 New
SAM
67
Sequent Asset Management
Texas
$836K +$774K +16,650 New
MML Investors Services
68
MML Investors Services
Massachusetts
$834K +$25.6K +550 +3%
Truist Financial
69
Truist Financial
North Carolina
$796K +$252K +5,410 +52%
MAFM
70
Mid Atlantic Financial Management
Pennsylvania
$780K +$31.2K +670 +5%
AFP
71
Ausdal Financial Partners
Iowa
$720K +$668K +14,360 New
SCA
72
Stuart Chaussee & Associates
California
$705K +$93K +2,000 +17%
CF
73
Centaurus Financial
California
$666K +$618K +13,280 New
FIG
74
FundX Investment Group
California
$657K -$152K -3,260 -20%
CTA
75
Colonial Trust Advisors
South Carolina
$653K +$145K +3,120 +32%