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Fidelity Nasdaq Composite Index ETF

195 hedge funds and large institutions have $550M invested in Fidelity Nasdaq Composite Index ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

25% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 51

7% more funds holding

Funds holding: 183195 (+12)

0.64% less ownership

Funds ownership: 13.22%12.58% (-0.64%)

3% less capital invested

Capital invested by funds: $567M → $550M (-$17.6M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
195
Holders Change
+12
Holders Change %
+6.56%
% of All Funds
3.41%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
23
Increased
64
Reduced
51
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
76
Csenge Advisory Group
Florida
$903K +$179K +3,110 +24%
NEWAS
77
N.E.W. Advisory Services
Wisconsin
$881K -$2.13K -37 -0.2%
CF
78
Centaurus Financial
California
$826K -$68.8K -1,193 -8%
TRCT
79
Tower Research Capital (TRC)
New York
$788K +$809K +14,026 New
RI
80
Ridgewood Investments
New Jersey
$753K +$21.6K +374 +3%
CTA
81
Colonial Trust Advisors
South Carolina
$746K +$519 +9 +0.1%
FIG
82
FundX Investment Group
California
$736K
EWP
83
Engrave Wealth Partners
Texas
$676K +$1.04K +18 +0.1%
TSS
84
Two Sigma Securities
New York
$671K +$688K +11,936 New
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$670K -$152K -2,638 -18%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$658K +$18.9K +327 +3%
SC
87
Solstein Capital
California
$644K -$20.5K -355 -3%
GVAG
88
Great Valley Advisor Group
Delaware
$638K +$575K +9,969 +717%
Mariner
89
Mariner
Kansas
$612K +$628K +10,889 New
BFA
90
Beaumont Financial Advisors
Massachusetts
$609K
WCAMG
91
Woodard & Company Asset Management Group
North Carolina
$604K +$923 +16 +0.1%
PSF
92
Pacific Sun Financial
California
$596K +$612K +10,610 New
Lido Advisors
93
Lido Advisors
California
$589K -$7.5K -130 -1%
MG
94
Mather Group
Illinois
$579K +$594K +10,303 New
AIC
95
Ameritas Investment Company
Nebraska
$565K -$222K -3,855 -28%
Creative Planning
96
Creative Planning
Kansas
$539K -$99.2K -1,720 -15%
RSWM
97
Robertson Stephens Wealth Management
California
$519K +$577 +10 +0.1%
TFS
98
Thoroughbred Financial Services
Tennessee
$467K -$52.9K -917 -10%
MCM
99
MAI Capital Management
Ohio
$458K +$471K +8,158 New
GWM
100
Greenhouse Wealth Management
Connecticut
$457K