We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

92 hedge funds and large institutions have $167M invested in Fidelity Nasdaq Composite Index ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

174.3% more ownership

Funds ownership: 88.73%263.03% (+174%)

14% more capital invested

Capital invested by funds: $147M → $167M (+$20M)

10% more funds holding

Funds holding: 8492 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
29
Reduced
29
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
76
Capital Advisors Ltd
Ohio
$28K
CFD
77
Creative Financial Designs
Indiana
$24K +$23.1K +800 New
VFA
78
Valeo Financial Advisors
Indiana
$23K
US Bancorp
79
US Bancorp
Minnesota
$22K -$6.06K -210 -22%
BFEC
80
Benjamin F. Edwards & Company
Missouri
$20K +$19.9K +690 New
GRP
81
Global Retirement Partners
California
$19K +$13.9K +480 +267%
AIP
82
Ameritas Investment Partners
Nebraska
$16K
RCAG
83
Rehmann Capital Advisory Group
Michigan
$15.3K +$5.49K +190 +58%
MFW
84
Mosaic Family Wealth
Missouri
$15K
CAL
85
Capital Analysts LLC
Pennsylvania
$13K
JA
86
JOYN Advisors
Georgia
$12K +$12.1K +420 New
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$10K
SIS
88
Sound Income Strategies
Florida
$4K
PMFA
89
Plante Moran Financial Advisors
Michigan
$3K
PCM
90
Poehling Capital Management
Wisconsin
$1K
AFNAS
91
American Financial Network Advisory Services
California
$520 +$1.73K +60 +5%
RPG
92
Risk Paradigm Group
Texas
-$1.06M -38,310 Closed
PPA
93
Parametric Portfolio Associates
Washington
-$264K -9,530 Closed
SSB
94
Sandy Spring Bank
Maryland
-$36K -1,300 Closed
RFA
95
Reilly Financial Advisors
California
-$4K -160 Closed