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Fidelity Nasdaq Composite Index ETF

286 hedge funds and large institutions have $1.06B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,208% more call options, than puts

Call options by funds: $277K | Put options by funds: $12K

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

21% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 77

7% more capital invested

Capital invested by funds: $994M → $1.06B (+$70M)

7% more funds holding

Funds holding: 268286 (+18)

0.51% less ownership

Funds ownership: 18.02%17.51% (-0.51%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
286
Holders Change
+18
Holders Change %
+6.72%
% of All Funds
4.12%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
93
Reduced
77
Closed
17
Calls
$277K
Puts
$12K
Net Calls
+$265K
Net Calls Change
-$476K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$4.14M -$180K -2,906 -4%
CWM
52
Cornerstone Wealth Management
Missouri
$3.92M -$39.5K -639 -1%
PCWA
53
Pacific Capital Wealth Advisors
California
$3.79M
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$3.76M +$186K +3,008 +5%
AIC
55
Ayalon Insurance Company
Israel
$3.72M
PCIA
56
Prime Capital Investment Advisors
Kansas
$3.68M +$1.91M +30,926 +118%
Marshall Wace
57
Marshall Wace
United Kingdom
$3.54M +$3.4M +54,998 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$3.46M +$75.1K +1,215 +2%
Truist Financial
59
Truist Financial
North Carolina
$3.41M +$3.28M +53,025 New
Stifel Financial
60
Stifel Financial
Missouri
$3.4M -$77.9K -1,260 -2%
GVAG
61
Great Valley Advisor Group
Delaware
$3.21M -$761K -12,312 -20%
BDWCC
62
B&D White Capital Company
Texas
$3.04M +$5.81K +94 +0.2%
CPCP
63
Cedar Point Capital Partners
Iowa
$2.82M +$123K +1,985 +5%
BZWA
64
Blue Zone Wealth Advisors
California
$2.75M -$30.6K -495 -1%
MCC
65
Money Concepts Capital
Florida
$2.68M -$190K -3,068 -7%
Mariner
66
Mariner
Kansas
$2.52M +$565K +9,137 +30%
TYCC
67
Texas Yale Capital Corp
Florida
$2.38M
AFG
68
Arkansas Financial Group
Arkansas
$2.37M -$37.1K -600 -2%
Baird Financial Group
69
Baird Financial Group
Wisconsin
$2.32M
AWM
70
Axxcess Wealth Management
California
$2.32M -$3.96K -64 -0.2%
SCA
71
Snowden Capital Advisors
New York
$2.29M +$2.2M +35,544 New
Jane Street
72
Jane Street
New York
$2.19M +$2.1M +33,978 New
Lido Advisors
73
Lido Advisors
California
$2.03M +$61.9K +1,001 +3%
KPWS
74
Kestra Private Wealth Services
Texas
$2.01M -$67.3K -1,089 -3%
CFS
75
CRA Financial Services
New Jersey
$1.99M -$6.12K -99 -0.3%