We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

268 hedge funds and large institutions have $994M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,044% more call options, than puts

Call options by funds: $812K | Put options by funds: $71K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

25% more capital invested

Capital invested by funds: $796M → $994M (+$198M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more funds holding

Funds holding: 256268 (+12)

1.51% more ownership

Funds ownership: 16.51%18.02% (+1.5%)

Holders
268
Holders Change
+12
Holders Change %
+4.69%
% of All Funds
3.91%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
31
Increased
94
Reduced
69
Closed
17
Calls
$812K
Puts
$71K
Net Calls
+$741K
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Sunbelt Securities
Texas
$3.65M +$255K +4,641 +8%
PCWA
52
Pacific Capital Wealth Advisors
California
$3.49M
AIC
53
Ayalon Insurance Company
Israel
$3.42M
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$3.28M +$482K +8,778 +19%
Stifel Financial
55
Stifel Financial
Missouri
$3.2M -$137K -2,505 -4%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$3.11M -$136K -2,477 -5%
BDWCC
57
B&D White Capital Company
Texas
$2.79M +$432K +7,871 +20%
MCC
58
Money Concepts Capital
Florida
$2.65M +$37K +674 +2%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$2.57M -$3.84K -70 -0.2%
BZWA
60
Blue Zone Wealth Advisors
California
$2.56M
CPCP
61
Cedar Point Capital Partners
Iowa
$2.48M +$2.3M +41,859 New
FSA
62
Financial Services Advisory
Maryland
$2.37M +$1.31M +23,860 +148%
AFG
63
Arkansas Financial Group
Arkansas
$2.22M +$660K +12,039 +47%
TYCC
64
Texas Yale Capital Corp
Florida
$2.19M
AWM
65
Axxcess Wealth Management
California
$2.14M +$165 +3 +0%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$2.14M
KA
67
Kovack Advisors
Florida
$2M -$44.3K -808 -2%
IWC
68
Integrated Wealth Concepts
Massachusetts
$1.98M +$33.6K +613 +2%
MML Investors Services
69
MML Investors Services
Massachusetts
$1.94M -$63.5K -1,157 -3%
KPWS
70
Kestra Private Wealth Services
Texas
$1.92M +$141K +2,576 +9%
CFS
71
CRA Financial Services
New Jersey
$1.84M -$21.9K -399 -1%
Lido Advisors
72
Lido Advisors
California
$1.81M -$2.91K -53 -0.2%
Mariner
73
Mariner
Kansas
$1.78M +$132K +2,400 +9%
RJA
74
Raymond James & Associates
Florida
$1.75M +$14.9K +272 +0.9%
HSWM
75
Hubbell Strickland Wealth Management
Louisiana
$1.69M -$60.8K -1,108 -4%