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Fidelity Nasdaq Composite Index ETF

336 hedge funds and large institutions have $1.37B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

136% more call options, than puts

Call options by funds: $304K | Put options by funds: $129K

19% more capital invested

Capital invested by funds: $1.15B → $1.37B (+$219M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more funds holding

Funds holding: 302336 (+34)

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

1.36% more ownership

Funds ownership: 16.84%18.2% (+1.4%)

Holders
336
Holders Change
+34
Holders Change %
+11.26%
% of All Funds
4.43%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
59
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
AssuredPartners Investment Advisors
Florida
$4.91M +$4.83M +64,490 New
PCIA
52
Prime Capital Investment Advisors
Kansas
$4.65M +$195K +2,601 +4%
CWM
53
Cornerstone Wealth Management
Missouri
$4.65M -$142K -1,892 -3%
LWA
54
Lineweaver Wealth Advisors
Ohio
$4.58M +$4.49K +60 +0.1%
SPC
55
Sigma Planning Corp
Michigan
$4.47M -$78.9K -1,054 -2%
AIC
56
Ayalon Insurance Company
Israel
$4.39M
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$4.35M +$284K +3,799 +7%
SCA
58
Snowden Capital Advisors
New York
$4.25M -$168K -2,242 -4%
Stifel Financial
59
Stifel Financial
Missouri
$4.21M -$125K -1,672 -3%
PCWA
60
Pacific Capital Wealth Advisors
California
$4.16M -$315K -4,214 -7%
KCM
61
KM Capital Management
Texas
$4.12M -$89.7K -1,199 -2%
GVAG
62
Great Valley Advisor Group
Delaware
$4.09M -$58.8K -785 -1%
AWS
63
Atria Wealth Solutions
New York
$3.93M -$22.8M -304,362 -85%
BDWCC
64
B&D White Capital Company
Texas
$3.89M +$4.94K +66 +0.1%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$3.52M +$1.88M +25,145 +119%
AFG
66
Arkansas Financial Group
Arkansas
$3.51M +$78.5K +1,049 +2%
CPCP
67
Cedar Point Capital Partners
Iowa
$3.28M +$10K +134 +0.3%
BNMT
68
Bawa N Mallick Trust
New York
$3.27M +$3.22M +43,000 New
MCC
69
Money Concepts Capital
Florida
$3.27M -$136K -1,822 -4%
Mariner
70
Mariner
Kansas
$3.26M +$359K +4,801 +13%
GWP
71
Gateway Wealth Partners
Wisconsin
$3.25M -$79.7K -1,065 -2%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$2.97M +$103K +1,378 +4%
BZWA
73
Blue Zone Wealth Advisors
California
$2.94M -$98.4K -1,315 -3%
RF
74
Roxbury Financial
New Jersey
$2.89M +$2.85M +38,102 New
TYCC
75
Texas Yale Capital Corp
Florida
$2.81M