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Fidelity Nasdaq Composite Index ETF

210 hedge funds and large institutions have $626M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $3.34M | Put options by funds: $1.24M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3% more capital invested

Capital invested by funds: $610M → $626M (+$16.3M)

0.92% more ownership

Funds ownership: 12.54%13.47% (+0.92%)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

6% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 69

2% less funds holding

Funds holding: 214210 (-4)

Holders
210
Holders Change
-4
Holders Change %
-1.87%
% of All Funds
3.31%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
26
Increased
65
Reduced
69
Closed
26
Calls
$3.34M
Puts
$1.24M
Net Calls
+$2.1M
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$934K -$222K -4,063 -19%
Truist Financial
77
Truist Financial
North Carolina
$863K +$33.9K +620 +4%
ACA
78
Aptus Capital Advisors
Alabama
$846K +$832K +15,227 New
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$845K +$182K +3,330 +28%
PAG
80
Private Advisor Group
New Jersey
$839K -$30.7K -563 -4%
Lido Advisors
81
Lido Advisors
California
$823K +$45.2K +828 +6%
RI
82
Ridgewood Investments
New Jersey
$822K +$54.5K +998 +7%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$820K -$4.11M -75,195 -84%
NEWAS
84
N.E.W. Advisory Services
Wisconsin
$808K -$769K -14,075 -90%
VCP
85
Verus Capital Partners
Arizona
$769K +$868K +15,891 New
CF
86
Centaurus Financial
California
$764K -$51.2K -937 -6%
FUBT
87
First United Bank & Trust
Maryland
$741K +$729K +13,340 New
SFS
88
Sowell Financial Services
Arkansas
$714K -$1.52M -27,896 -68%
BBHC
89
Brown Brothers Harriman & Co
New York
$672K
EWP
90
Engrave Wealth Partners
Texas
$670K +$874 +16 +0.1%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$630K +$613K +11,223 +10,021%
SC
92
Solstein Capital
California
$623K -$7.97K -146 -1%
GVAG
93
Great Valley Advisor Group
Delaware
$619K -$65.2K -1,193 -11%
Creative Planning
94
Creative Planning
Kansas
$618K +$91.5K +1,675 +18%
PSF
95
Pacific Sun Financial
California
$611K +$21.3K +390 +4%
WCAMG
96
Woodard & Company Asset Management Group
North Carolina
$601K +$3.17K +58 +0.5%
IFA
97
Index Fund Advisors
California
$594K +$710 +13 +0.1%
MG
98
Mather Group
Illinois
$572K
CTA
99
Colonial Trust Advisors
South Carolina
$570K -$133K -2,443 -19%
AFG
100
Albion Financial Group
Utah
$566K -$14.7K -270 -3%