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Fidelity Nasdaq Composite Index ETF

302 hedge funds and large institutions have $1.15B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $673K | Put options by funds: $193K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

2% more funds holding

Funds holding: 296302 (+6)

1.65% less ownership

Funds ownership: 18.49%16.84% (-1.6%)

7% less capital invested

Capital invested by funds: $1.24B → $1.15B (-$84.7M)

11% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 97

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
302
Holders Change
+6
Holders Change %
+2.03%
% of All Funds
4.34%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
36
Increased
86
Reduced
97
Closed
26
Calls
$673K
Puts
$193K
Net Calls
+$480K
Net Calls Change
+$418K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$1.93M -$37.1K -534 -2%
PS
77
Principal Securities
Iowa
$1.81M -$38.7K -558 -2%
JWCA
78
J.W. Cole Advisors
Florida
$1.79M +$539K +7,760 +45%
BI
79
Beckerman Institutional
New Jersey
$1.75M +$1.69M +24,415 New
SOS
80
Silver Oak Securities
Tennessee
$1.75M -$769K -11,082 -31%
BCI
81
Brinker Capital Investments
Pennsylvania
$1.7M +$1.13M +16,302 +218%
OPS
82
Orion Portfolio Solutions
Nebraska
$1.7M +$1.13M +16,302 +218%
MWM
83
Mission Wealth Management
California
$1.66M +$69.7K +1,004 +5%
Brown Advisory
84
Brown Advisory
Maryland
$1.65M -$3.96K -57 -0.2%
DWP
85
Destiny Wealth Partners
Florida
$1.64M
PAG
86
Private Advisor Group
New Jersey
$1.62M -$528K -7,601 -25%
PFA
87
Pinnacle Family Advisors
Missouri
$1.61M -$1.08M -15,498 -41%
NA
88
NewEdge Advisors
Louisiana
$1.6M +$49.6K +715 +3%
DWM
89
Defined Wealth Management
Oregon
$1.6M -$694 -10 -0%
WMA
90
Wealth Management Associates
New Jersey
$1.58M +$23.9K +344 +2%
AF
91
Apexium Financial
Texas
$1.58M -$4.86K -70 -0.3%
Creative Planning
92
Creative Planning
Kansas
$1.53M +$5.14K +74 +0.3%
HNB
93
Hilltop National Bank
Wyoming
$1.52M -$7.5K -108 -0.5%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$1.51M +$1.27M +18,340 +653%
HSWS
95
Higgins & Schmidt Wealth Strategies
Colorado
$1.47M -$37.3K -538 -3%
USCWA
96
U.S. Capital Wealth Advisors
Texas
$1.45M -$73.6K -1,060 -5%
SWP
97
Stratos Wealth Partners
Ohio
$1.44M +$76.6K +1,103 +6%
Cerity Partners
98
Cerity Partners
New York
$1.41M +$82.5K +1,188 +6%
BPA
99
Beacon Pointe Advisors
California
$1.4M
ICM
100
Islay Capital Management
Texas
$1.34M