We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

210 hedge funds and large institutions have $626M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $3.34M | Put options by funds: $1.24M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3% more capital invested

Capital invested by funds: $610M → $626M (+$16.3M)

0.92% more ownership

Funds ownership: 12.54%13.47% (+0.92%)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

6% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 69

2% less funds holding

Funds holding: 214210 (-4)

Holders
210
Holders Change
-4
Holders Change %
-1.87%
% of All Funds
3.31%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
26
Increased
65
Reduced
69
Closed
26
Calls
$3.34M
Puts
$1.24M
Net Calls
+$2.1M
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
51
Fisher Asset Management
Washington
$1.67M -$15.2K -278 -0.9%
SS
52
Sunbelt Securities
Texas
$1.63M +$152K +2,779 +11%
Goldman Sachs
53
Goldman Sachs
New York
$1.62M +$826K +15,130 +108%
PFA
54
Pinnacle Family Advisors
Missouri
$1.57M -$1.09M -19,966 -41%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$1.54M +$6.77K +124 +0.4%
MML Investors Services
56
MML Investors Services
Massachusetts
$1.45M +$61.8K +1,131 +5%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$1.39M +$1.37M +25,064 New
CAG
58
Csenge Advisory Group
Florida
$1.37M +$648K +11,866 +92%
WMA
59
Wealth Management Associates
New Jersey
$1.37M -$65.3K -1,196 -5%
AAS
60
Avantax Advisory Services
Texas
$1.35M -$2.42M -44,292 -65%
Brown Advisory
61
Brown Advisory
Maryland
$1.3M
Baird Financial Group
62
Baird Financial Group
Wisconsin
$1.3M +$736K +13,469 +135%
PS
63
Portfolio Strategies
New York
$1.29M +$1.26M +23,084 New
DWP
64
Destiny Wealth Partners
Florida
$1.27M -$183K -3,342 -13%
SAM
65
Sequent Asset Management
Texas
$1.26M -$254K -4,651 -17%
SOS
66
Silver Oak Securities
Tennessee
$1.24M +$1.27M +23,209 New
JC
67
JB Capital
Connecticut
$1.2M +$533K +9,756 +82%
ICM
68
Islay Capital Management
Texas
$1.17M -$996K -18,236 -47%
AF
69
Allworth Financial
California
$1.16M -$159K -2,917 -12%
FPGK
70
Financial Partners Group (Kansas)
Kansas
$1.13M -$71.3K -1,306 -6%
SWP
71
Stratos Wealth Partners
Ohio
$1.12M +$722K +13,223 +190%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$1.11M +$55 +1 +0%
BPA
73
Beacon Pointe Advisors
California
$1.03M -$84.6K -1,549 -8%
AWM
74
Avondale Wealth Management
Texas
$999K -$228K -4,178 -19%
AIP
75
Almanack Investment Partners
Pennsylvania
$947K +$623K +11,412 +203%