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Fidelity Nasdaq Composite Index ETF

286 hedge funds and large institutions have $1.06B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,208% more call options, than puts

Call options by funds: $277K | Put options by funds: $12K

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

21% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 77

7% more capital invested

Capital invested by funds: $994M → $1.06B (+$70M)

7% more funds holding

Funds holding: 268286 (+18)

0.51% less ownership

Funds ownership: 18.02%17.51% (-0.51%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
286
Holders Change
+18
Holders Change %
+6.72%
% of All Funds
4.12%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
93
Reduced
77
Closed
17
Calls
$277K
Puts
$12K
Net Calls
+$265K
Net Calls Change
-$476K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
76
Raymond James & Associates
Florida
$1.93M +$21.5K +347 +1%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$1.9M -$853K -13,796 -32%
HSWM
78
Hubbell Strickland Wealth Management
Louisiana
$1.89M +$51.6K +834 +3%
FSA
79
Financial Services Advisory
Maryland
$1.8M -$738K -11,931 -30%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$1.78M +$542K +8,761 +46%
ICM
81
Islay Capital Management
Texas
$1.73M -$14.9K -241 -0.9%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$1.71M +$662K +10,711 +68%
PS
83
Principal Securities
Iowa
$1.63M +$252K +4,070 +19%
NA
84
NewEdge Advisors
Louisiana
$1.53M +$3.77K +61 +0.3%
WMA
85
Wealth Management Associates
New Jersey
$1.52M -$74.6K -1,207 -5%
Brown Advisory
86
Brown Advisory
Maryland
$1.48M +$3.52K +57 +0.2%
DWP
87
Destiny Wealth Partners
Florida
$1.47M
DWM
88
Defined Wealth Management
Oregon
$1.46M
AF
89
Apexium Financial
Texas
$1.44M -$9.09K -147 -0.7%
PAG
90
Private Advisor Group
New Jersey
$1.43M -$285K -4,602 -17%
HSWS
91
Higgins & Schmidt Wealth Strategies
Colorado
$1.39M -$11.5K -186 -0.9%
HNB
92
Hilltop National Bank
Wyoming
$1.38M +$1.33M +21,460 New
USCWA
93
U.S. Capital Wealth Advisors
Texas
$1.37M -$12.4K -200 -0.9%
FUBT
94
First United Bank & Trust
Maryland
$1.35M
MML Investors Services
95
MML Investors Services
Massachusetts
$1.32M -$753K -12,180 -37%
Creative Planning
96
Creative Planning
Kansas
$1.29M -$83.7K -1,353 -6%
Renaissance Technologies
97
Renaissance Technologies
New York
$1.27M +$24.7K +400 +2%
BPA
98
Beacon Pointe Advisors
California
$1.26M
SWP
99
Stratos Wealth Partners
Ohio
$1.26M -$201K -3,257 -14%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$1.25M +$93.8K +1,517 +8%