We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

192 hedge funds and large institutions have $590M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $862K | Put options by funds: $298K

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

25% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 56

19% more capital invested

Capital invested by funds: $497M → $590M (+$92.6M)

2.64% more ownership

Funds ownership: 13.75%16.39% (+2.6%)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

3% less funds holding

Funds holding: 198192 (-6)

Holders
192
Holders Change
-6
Holders Change %
-3.03%
% of All Funds
3.31%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
22
Increased
70
Reduced
56
Closed
24
Calls
$862K
Puts
$298K
Net Calls
+$564K
Net Calls Change
-$860K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$1.4M +$100K +2,157 +7%
IWC
52
Integrated Wealth Concepts
Massachusetts
$1.38M +$87.6K +1,880 +6%
RJA
53
Raymond James & Associates
Florida
$1.36M +$164K +3,529 +12%
BDWCC
54
B&D White Capital Company
Texas
$1.35M
APA
55
American Portfolios Advisors
New York
$1.19M -$51.3K -1,100 -4%
SWP
56
Stratos Wealth Partners
Ohio
$1.14M -$93.5K -2,006 -7%
Citadel Advisors
57
Citadel Advisors
Florida
$1.11M -$21.2K -455 -2%
ASN
58
Advisory Services Network
Georgia
$1.02M +$231K +4,957 +25%
WMA
59
Wealth Management Associates
New Jersey
$1.01M +$6.06K +130 +0.5%
Brown Advisory
60
Brown Advisory
Maryland
$958K -$15.9K -342 -1%
DWP
61
Destiny Wealth Partners
Florida
$947K
ICM
62
Islay Capital Management
Texas
$919K -$28K -602 -3%
5L
63
55I LLC
Massachusetts
$905K +$1.02M +21,846 New
SAM
64
Sequent Asset Management
Texas
$890K -$52.8K -1,134 -5%
NA
65
NewEdge Advisors
Louisiana
$884K +$262K +5,621 +36%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$875K +$788K +16,910 +404%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$816K -$15.4K -330 -2%
BPA
68
Beacon Pointe Advisors
California
$802K -$11.2K -240 -1%
Lido Advisors
69
Lido Advisors
California
$776K +$152K +3,270 +21%
BRWA
70
B. Riley Wealth Advisors
Florida
$757K +$620K +13,312 +270%
FPGK
71
Financial Partners Group (Kansas)
Kansas
$754K -$5.13K -110 -0.6%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$721K +$665K +14,263 +456%
Two Sigma Investments
73
Two Sigma Investments
New York
$704K +$513K +11,000 +183%
JA
74
JVL Associates
Michigan
$697K +$784K +16,827 New
AWM
75
Avondale Wealth Management
Texas
$678K +$3.35K +72 +0.4%