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Fidelity Nasdaq Composite Index ETF
ONEQ
ONEQ
99 hedge funds and large institutions have $208M invested in Fidelity Nasdaq Composite Index ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
24% more capital invested
Capital invested by funds: $167M → $208M (+$40.2M)
17% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 29
8% more funds holding
Funds holding: 92 → 99 (+7)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
28.74% less ownership
Funds ownership: 263.03% → 234.29% (-29%)
Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
34
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$12.9M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$6.56M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$4.36M |
| 4 |
Goldman Sachs
New York
|
+$2.19M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.06M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPM
101
Meritage Portfolio Management
Overland Park,
Kansas
| – | -$212K | -7,200 | Closed |
|
|
CWA
102
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$74K | -2,670 | Closed |
|
103
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$10K | -350 | Closed |
|
|
SIS
104
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$4K | -120 | Closed |
|
|
PCM
105
Poehling Capital Management
Madison,
Wisconsin
| – | -$1K | -40 | Closed |
|
|
CWSR
106
Chessman Wealth Strategies RIA
Dallas,
Texas
| – | +$309 | +10 | New |
|
|
RMAM
107
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| – | +$927 | +30 | New |
|