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Fidelity Nasdaq Composite Index ETF

236 hedge funds and large institutions have $808M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

352% more call options, than puts

Call options by funds: $633K | Put options by funds: $140K

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

14% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 66

8% more funds holding

Funds holding: 218236 (+18)

0.96% less ownership

Funds ownership: 17.19%16.23% (-0.96%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

28% less capital invested

Capital invested by funds: $1.12B → $808M (-$307M)

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
3.71%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
41
Increased
75
Reduced
66
Closed
23
Calls
$633K
Puts
$140K
Net Calls
+$493K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$2.22M -$30.2K -607 -1%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$2.14M +$15.7K +316 +0.8%
ASN
53
Advisory Services Network
Georgia
$2.06M +$276K +5,552 +17%
PFA
54
Pinnacle Family Advisors
Missouri
$2.04M -$380K -7,642 -17%
TYCC
55
Texas Yale Capital Corp
Florida
$2M
AWM
56
Axxcess Wealth Management
California
$1.95M +$4.23K +85 +0.2%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$1.95M -$74.1K -1,490 -4%
MML Investors Services
58
MML Investors Services
Massachusetts
$1.93M +$95.4K +1,917 +6%
IWC
59
Integrated Wealth Concepts
Massachusetts
$1.81M -$363K -7,296 -18%
BDWCC
60
B&D White Capital Company
Texas
$1.76M
Mariner
61
Mariner
Kansas
$1.73M +$221K +4,450 +16%
CFS
62
CRA Financial Services
New Jersey
$1.7M +$50 +1 +0%
FSA
63
Financial Services Advisory
Maryland
$1.67M +$1.54M +30,971 New
Lido Advisors
64
Lido Advisors
California
$1.65M -$93.6K -1,881 -6%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.62M -$2.3M -46,188 -61%
HSWM
66
Hubbell Strickland Wealth Management
Louisiana
$1.61M -$379K -7,612 -20%
RJA
67
Raymond James & Associates
Florida
$1.56M -$43K -865 -3%
AWM
68
Avior Wealth Management
Nebraska
$1.47M -$417K -8,383 -24%
PAG
69
Private Advisor Group
New Jersey
$1.43M +$573K +11,517 +77%
AFG
70
Arkansas Financial Group
Arkansas
$1.34M +$27.9K +561 +2%
KPWS
71
Kestra Private Wealth Services
Texas
$1.34M +$897K +18,017 +263%
WMA
72
Wealth Management Associates
New Jersey
$1.27M -$21.1K -424 -2%
Two Sigma Investments
73
Two Sigma Investments
New York
$1.26M +$1.16M +23,300 New
DWP
74
Destiny Wealth Partners
Florida
$1.26M
Brown Advisory
75
Brown Advisory
Maryland
$1.25M -$60.7K -1,220 -5%