We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

268 hedge funds and large institutions have $994M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,044% more call options, than puts

Call options by funds: $812K | Put options by funds: $71K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

25% more capital invested

Capital invested by funds: $796M → $994M (+$198M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more funds holding

Funds holding: 256268 (+12)

1.51% more ownership

Funds ownership: 16.51%18.02% (+1.5%)

Holders
268
Holders Change
+12
Holders Change %
+4.69%
% of All Funds
3.91%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
31
Increased
94
Reduced
69
Closed
17
Calls
$812K
Puts
$71K
Net Calls
+$741K
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
76
Islay Capital Management
Texas
$1.61M +$329K +6,005 +28%
SPC
77
Sigma Planning Corp
Michigan
$1.6M -$2.15M -39,221 -59%
PAG
78
Private Advisor Group
New Jersey
$1.59M +$38K +693 +3%
PCIA
79
Prime Capital Investment Advisors
Kansas
$1.55M +$472K +8,612 +49%
NA
80
NewEdge Advisors
Louisiana
$1.41M +$46.6K +849 +4%
Brown Advisory
81
Brown Advisory
Maryland
$1.36M -$8.23K -150 -0.6%
WMA
82
Wealth Management Associates
New Jersey
$1.36M -$31.4K -573 -2%
SWP
83
Stratos Wealth Partners
Ohio
$1.35M +$164K +2,995 +15%
DWM
84
Defined Wealth Management
Oregon
$1.34M -$3.35K -61 -0.3%
AF
85
Apexium Financial
Texas
$1.33M -$878 -16 -0.1%
DWP
86
Destiny Wealth Partners
Florida
$1.31M
HSWS
87
Higgins & Schmidt Wealth Strategies
Colorado
$1.29M +$1.2M +21,788 New
USCWA
88
U.S. Capital Wealth Advisors
Texas
$1.27M -$3.29K -60 -0.3%
Creative Planning
89
Creative Planning
Kansas
$1.26M +$232K +4,222 +25%
PS
90
Principal Securities
Iowa
$1.26M +$1.16M +21,216 New
FUBT
91
First United Bank & Trust
Maryland
$1.24M
BPA
92
Beacon Pointe Advisors
California
$1.16M -$193K -3,522 -15%
Renaissance Technologies
93
Renaissance Technologies
New York
$1.15M +$409K +7,454 +62%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$1.12M +$110 +2 +0%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$1.09M +$625K +11,388 +161%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$1.06M +$56.7K +1,034 +6%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$939K -$8.65M -157,612 -91%
HI
98
Harbour Investments
Wisconsin
$935K +$335K +6,108 +63%
AWM
99
Avior Wealth Management
Nebraska
$929K -$212K -3,871 -20%
UWPG
100
Ullmann Wealth Partners Group
Florida
$920K -$16.1K -293 -2%