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Fidelity Nasdaq Composite Index ETF

302 hedge funds and large institutions have $1.15B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $673K | Put options by funds: $193K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

2% more funds holding

Funds holding: 296302 (+6)

1.65% less ownership

Funds ownership: 18.49%16.84% (-1.6%)

7% less capital invested

Capital invested by funds: $1.24B → $1.15B (-$84.7M)

11% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 97

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
302
Holders Change
+6
Holders Change %
+2.03%
% of All Funds
4.34%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
36
Increased
86
Reduced
97
Closed
26
Calls
$673K
Puts
$193K
Net Calls
+$480K
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Snowden Capital Advisors
New York
$4.16M +$102K +1,473 +3%
AIC
52
Ayalon Insurance Company
Israel
$4.14M
Stifel Financial
53
Stifel Financial
Missouri
$4.08M +$184K +2,654 +5%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$4.05M +$154K +2,219 +4%
KCM
55
KM Capital Management
Texas
$3.96M -$1.18M -17,051 -24%
GVAG
56
Great Valley Advisor Group
Delaware
$3.91M +$327K +4,715 +9%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$3.82M -$12.5M -180,336 -77%
BDWCC
58
B&D White Capital Company
Texas
$3.65M +$22.1K +318 +0.6%
AFG
59
Arkansas Financial Group
Arkansas
$3.23M +$316K +4,547 +11%
MCC
60
Money Concepts Capital
Florida
$3.21M +$47.7K +687 +2%
KPWS
61
Kestra Private Wealth Services
Texas
$3.17M +$802K +11,551 +35%
GWP
62
Gateway Wealth Partners
Wisconsin
$3.14M +$2.34M +33,647 +331%
CPCP
63
Cedar Point Capital Partners
Iowa
$3.08M -$15.5K -223 -0.5%
BZWA
64
Blue Zone Wealth Advisors
California
$2.86M -$103K -1,490 -4%
Mariner
65
Mariner
Kansas
$2.72M -$83.2K -1,198 -3%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$2.7M +$337K +4,850 +15%
TYCC
67
Texas Yale Capital Corp
Florida
$2.65M
Baird Financial Group
68
Baird Financial Group
Wisconsin
$2.58M
AWM
69
Axxcess Wealth Management
California
$2.57M
HSWM
70
Hubbell Strickland Wealth Management
Louisiana
$2.41M +$253K +3,642 +12%
RJA
71
Raymond James & Associates
Florida
$2.15M -$4.1K -59 -0.2%
Lido Advisors
72
Lido Advisors
California
$2.12M +$184K +2,649 +10%
MML Investors Services
73
MML Investors Services
Massachusetts
$2.07M +$408K +5,879 +25%
CFS
74
CRA Financial Services
New Jersey
$2.03M -$93.6K -1,349 -5%
FTUS
75
Flow Traders U.S.
New York
$1.97M +$1.91M +27,444 New