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Fidelity Nasdaq Composite Index ETF

124 hedge funds and large institutions have $289M invested in Fidelity Nasdaq Composite Index ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

45% more capital invested

Capital invested by funds: $199M → $289M (+$90.2M)

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

6.15% more ownership

Funds ownership: 100.11%106.26% (+6.2%)

3% more funds holding

Funds holding: 120124 (+4)

Holders
124
Holders Change
+4
Holders Change %
+3.33%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
41
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Aufman Associates
Pennsylvania
$295K -$31.9K -900 -11%
MA
77
Mutual Advisors
Nebraska
$286K +$3.89K +110 +2%
WAAG
78
Wealth Alliance Advisory Group
Kansas
$217K +$196K +5,540 New
CAC
79
Certified Advisory Corp
Florida
$210K -$7.79K -220 -4%
FEM
80
Fulcrum Equity Management
Texas
$205K +$186K +5,250 New
NCM
81
Niemann Capital Management
Nevada
$204K +$184K +5,210 New
DIA
82
Dana Investment Advisors
Wisconsin
$203K +$184K +5,200 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$202K +$354 +10 +0.2%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$185K +$93.8K +2,650 +131%
IF
85
Ironwood Financial
Arizona
$183K +$354 +10 +0.2%
AA
86
AlphaMark Advisors
Kentucky
$181K -$46K -1,300 -22%
GRP
87
Global Retirement Partners
California
$173K
CF
88
Centaurus Financial
California
$171K +$10.3K +290 +7%
GWM
89
Geneos Wealth Management
Colorado
$151K -$142K -4,020 -50%
IFAM
90
Institutional & Family Asset Management
Colorado
$133K -$53.1K -1,500 -31%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$117K
FCA
92
FinTrust Capital Advisors
South Carolina
$112K -$74.3K -2,100 -42%
CFD
93
Creative Financial Designs
Indiana
$108K +$354 +10 +0.4%
CAL
94
Capital Analysts LLC
Pennsylvania
$98K +$88.5K +2,500 New
BFEC
95
Benjamin F. Edwards & Company
Missouri
$77K -$49.2K -1,390 -41%
AIC
96
Ayalon Insurance Company
Israel
$75K +$28.3K +800 +73%
KPCM
97
Kings Point Capital Management
New York
$72K
TRCT
98
Tower Research Capital (TRC)
New York
$67K +$14.2K +400 +30%
MRCM
99
M&R Capital Management
New Jersey
$53K
AIC
100
Archer Investment Corporation
Indiana
$39.1K