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Fidelity Nasdaq Composite Index ETF

214 hedge funds and large institutions have $610M invested in Fidelity Nasdaq Composite Index ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,733% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $30K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $550M → $610M (+$60.3M)

10% more funds holding

Funds holding: 195214 (+19)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.03% less ownership

Funds ownership: 12.58%12.54% (-0.03%)

Holders
214
Holders Change
+19
Holders Change %
+9.74%
% of All Funds
3.29%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
35
Increased
64
Reduced
61
Closed
10
Calls
$2.35M
Puts
$30K
Net Calls
+$2.32M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
NWA
51
Navis Wealth Advisors
New York
$2.03M
BDWCC
52
B&D White Capital Company
Texas
$1.98M
IA
53
IFP Advisors
Florida
$1.96M +$909K +15,182 +91%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$1.94M -$71.9K -1,200 -4%
Fisher Asset Management
55
Fisher Asset Management
Washington
$1.85M -$39.6K -661 -2%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$1.68M +$101K +1,687 +7%
SAM
57
Sequent Asset Management
Texas
$1.66M +$289K +4,819 +21%
DWP
58
Destiny Wealth Partners
Florida
$1.59M
WMA
59
Wealth Management Associates
New Jersey
$1.57M -$68.8K -1,149 -4%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.52M +$88.4K +1,475 +6%
RJA
61
Raymond James & Associates
Florida
$1.52M +$378K +6,317 +34%
AF
62
Allworth Financial
California
$1.45M +$1.42M +23,752 +26,391%
Renaissance Technologies
63
Renaissance Technologies
New York
$1.45M -$371K -6,200 -21%
SS
64
Sunbelt Securities
Texas
$1.45M -$488K -8,150 -24%
Brown Advisory
65
Brown Advisory
Maryland
$1.43M -$60 -1 -0%
AWM
66
Avondale Wealth Management
Texas
$1.35M -$365K -6,091 -22%
Jane Street
67
Jane Street
New York
$1.29M +$1.27M +21,192 New
NA
68
NewEdge Advisors
Louisiana
$1.27M +$1M +16,767 +409%
BPA
69
Beacon Pointe Advisors
California
$1.23M +$120K +2,000 +11%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$1.22M +$22.8K +380 +2%
FPGK
71
Financial Partners Group (Kansas)
Kansas
$1.2M -$35.8K -597 -3%
TRCT
72
Tower Research Capital (TRC)
New York
$1.07M +$208K +3,476 +25%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$1.03M
PAG
74
Private Advisor Group
New Jersey
$954K -$97.6K -1,629 -9%
NEWAS
75
N.E.W. Advisory Services
Wisconsin
$953K -$1.62K -27 -0.2%