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Fidelity Nasdaq Composite Index ETF

336 hedge funds and large institutions have $1.37B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

136% more call options, than puts

Call options by funds: $304K | Put options by funds: $129K

19% more capital invested

Capital invested by funds: $1.15B → $1.37B (+$219M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more funds holding

Funds holding: 302336 (+34)

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

1.36% more ownership

Funds ownership: 16.84%18.2% (+1.4%)

Holders
336
Holders Change
+34
Holders Change %
+11.26%
% of All Funds
4.43%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
59
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
76
PKS Advisory Services
New York
$2.79M +$2.75M +36,744 New
Baird Financial Group
77
Baird Financial Group
Wisconsin
$2.74M
AWM
78
Axxcess Wealth Management
California
$2.73M -$3.52K -47 -0.1%
HSWM
79
Hubbell Strickland Wealth Management
Louisiana
$2.59M +$29.6K +396 +1%
FIA
80
Foundations Investment Advisors
Arizona
$2.47M +$2.43M +32,520 New
VPW
81
Variant Private Wealth
Virginia
$2.46M +$2.42M +32,302 New
MML Investors Services
82
MML Investors Services
Massachusetts
$2.28M +$76K +1,015 +4%
PAG
83
Private Advisor Group
New Jersey
$2.26M +$529K +7,071 +31%
Lido Advisors
84
Lido Advisors
California
$2.25M -$3.29K -44 -0.1%
Cerity Partners
85
Cerity Partners
New York
$2.17M +$659K +8,803 +45%
CFS
86
CRA Financial Services
New Jersey
$2.14M -$14.9K -199 -0.7%
KPWS
87
Kestra Private Wealth Services
Texas
$2.07M -$1.28M -17,094 -39%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$2.07M +$150 +2 +0%
BCI
89
Brinker Capital Investments
Pennsylvania
$2.03M +$222K +2,966 +12%
OPS
90
Orion Portfolio Solutions
Nebraska
$2.03M +$222K +2,966 +12%
SAM
91
Smartleaf Asset Management
Massachusetts
$1.88M +$433K +5,781 +31%
PS
92
Principal Securities
Iowa
$1.88M -$37.6K -503 -2%
MWM
93
Mission Wealth Management
California
$1.87M +$108K +1,438 +6%
BI
94
Beckerman Institutional
New Jersey
$1.84M -$14.6K -195 -0.8%
Renaissance Technologies
95
Renaissance Technologies
New York
$1.81M +$1.78M +23,800 New
Bessemer Group
96
Bessemer Group
New Jersey
$1.76M +$1.74M +23,190 New
IWN
97
Independent Wealth Network
Iowa
$1.76M +$1.73M +23,161 New
Brown Advisory
98
Brown Advisory
Maryland
$1.75M
PFA
99
Pinnacle Family Advisors
Missouri
$1.74M +$26.7K +357 +2%
DWP
100
Destiny Wealth Partners
Florida
$1.74M