We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

166 hedge funds and large institutions have $561M invested in Fidelity Nasdaq Composite Index ETF in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 210 (+8)

356% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 9

63% more capital invested

Capital invested by funds: $345M → $561M (+$216M)

40.91% more ownership

Funds ownership: 113.89%154.8% (+41%)

22% more funds holding

Funds holding: 136166 (+30)

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

Holders
166
Holders Change
+30
Holders Change %
+22.06%
% of All Funds
2.94%
Holding in Top 10
10
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+400%
% of All Funds
0.18%
New
41
Increased
47
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
76
TBH Global Asset Management
Tennessee
$638K -$149K -3,210 -20%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$627K +$581K +12,500 New
EWP
78
Engrave Wealth Partners
Texas
$612K +$557K +11,980 New
BBHC
79
Brown Brothers Harriman & Co
New York
$606K +$97.6K +2,100 +21%
BFA
80
Beaumont Financial Advisors
Massachusetts
$590K
Lido Advisors
81
Lido Advisors
California
$576K -$205K -4,400 -28%
Creative Planning
82
Creative Planning
Kansas
$565K +$76.3K +1,640 +17%
WCAMG
83
Woodard & Company Asset Management Group
North Carolina
$537K +$498K +10,700 New
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$507K
AIC
85
Ayalon Insurance Company
Israel
$486K +$318K +6,830 +240%
TFS
86
Thoroughbred Financial Services
Tennessee
$463K -$27.9K -600 -6%
CA
87
Calton & Associates
Florida
$463K +$10.2K +220 +2%
IA
88
IFP Advisors
Florida
$462K -$863K -18,550 -68%
CWMU
89
Caliber Wealth Management (Utah)
Utah
$418K +$388K +8,340 New
RJT
90
Raymond James Trust
Florida
$414K -$289K -6,210 -43%
GWM
91
Greenhouse Wealth Management
Connecticut
$408K +$378K +8,130 New
SG
92
StoneX Group
New York
$393K -$21.9K -470 -6%
SWP
93
Stratos Wealth Partners
Ohio
$389K +$48.4K +1,040 +15%
AA
94
Aufman Associates
Pennsylvania
$378K
Stifel Financial
95
Stifel Financial
Missouri
$373K +$346K +7,440 New
JMPWA
96
JP Morgan Private Wealth Advisors
California
$361K +$335K +7,200 New
COCM
97
Charter Oak Capital Management
New Hampshire
$358K +$332K +7,130 New
RI
98
Ridgewood Investments
New Jersey
$342K
MA
99
Mutual Advisors
Nebraska
$332K -$21.9K -470 -7%
Baird Financial Group
100
Baird Financial Group
Wisconsin
$289K +$268K +5,760 New