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Fidelity Nasdaq Composite Index ETF

214 hedge funds and large institutions have $610M invested in Fidelity Nasdaq Composite Index ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,733% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $30K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $550M → $610M (+$60.3M)

10% more funds holding

Funds holding: 195214 (+19)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.03% less ownership

Funds ownership: 12.58%12.54% (-0.03%)

Holders
214
Holders Change
+19
Holders Change %
+9.74%
% of All Funds
3.29%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
35
Increased
64
Reduced
61
Closed
10
Calls
$2.35M
Puts
$30K
Net Calls
+$2.32M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$909K -$96.9K -1,618 -10%
CF
77
Centaurus Financial
California
$894K -$958 -16 -0.1%
Goldman Sachs
78
Goldman Sachs
New York
$853K +$455K +7,597 +119%
Lido Advisors
79
Lido Advisors
California
$852K +$210K +3,505 +33%
RI
80
Ridgewood Investments
New Jersey
$840K +$23.1K +385 +3%
CTA
81
Colonial Trust Advisors
South Carolina
$774K -$34.8K -581 -4%
EWP
82
Engrave Wealth Partners
Texas
$734K +$1.26K +21 +0.2%
JC
83
JB Capital
Connecticut
$725K -$759K -12,674 -52%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$724K -$3K -50 -0.4%
CAG
85
Csenge Advisory Group
Florida
$723K -$186K -3,110 -20%
SC
86
Solstein Capital
California
$692K -$5.81K -97 -0.8%
BFA
87
Beaumont Financial Advisors
Massachusetts
$660K
WCAMG
88
Woodard & Company Asset Management Group
North Carolina
$656K +$1.2K +20 +0.2%
IFA
89
Index Fund Advisors
California
$651K +$640K +10,684 New
PSF
90
Pacific Sun Financial
California
$646K
Mariner
91
Mariner
Kansas
$642K -$20.6K -344 -3%
GVAG
92
Great Valley Advisor Group
Delaware
$638K
AFG
93
Albion Financial Group
Utah
$637K -$1.24M -20,662 -66%
MG
94
Mather Group
Illinois
$627K
AAS
95
Ameritas Advisory Services
Nebraska
$607K +$597K +9,963 New
Baird Financial Group
96
Baird Financial Group
Wisconsin
$606K -$106K -1,770 -15%
PPW
97
Pinnacle Private Wealth
Massachusetts
$597K +$587K +9,800 New
Creative Planning
98
Creative Planning
Kansas
$575K -$8.27K -138 -1%
RSWM
99
Robertson Stephens Wealth Management
California
$563K
HI
100
Harbour Investments
Wisconsin
$559K -$1.19M -19,894 -68%