We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

124 hedge funds and large institutions have $289M invested in Fidelity Nasdaq Composite Index ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

45% more capital invested

Capital invested by funds: $199M → $289M (+$90.2M)

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

6.15% more ownership

Funds ownership: 100.11%106.26% (+6.2%)

3% more funds holding

Funds holding: 120124 (+4)

Holders
124
Holders Change
+4
Holders Change %
+3.33%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
41
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$39K
Kayne Anderson Rudnick Investment Management
102
Kayne Anderson Rudnick Investment Management
California
$39K
CAL
103
Capital Advisors Ltd
Ohio
$38K
JP Morgan Chase
104
JP Morgan Chase
New York
$34K
US Bancorp
105
US Bancorp
Minnesota
$29K
AWA
106
Arkadios Wealth Advisors
Georgia
$23.2K -$21.2K -600 -51%
PCG
107
Private Capital Group
Connecticut
$22K
CFGS
108
Concourse Financial Group Securities
Alabama
$21K
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$20K -$357K -10,090 -95%
SPIA
110
Steward Partners Investment Advisory
New York
$18K
VFA
111
Valeo Financial Advisors
Indiana
$18K
AIP
112
Ameritas Investment Partners
Nebraska
$17K
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K
LWA
114
Lenox Wealth Advisors
New York
$16K +$14.2K +400 New
RFWA
115
RPg Family Wealth Advisory
Massachusetts
$11.7K +$10.6K +300 New
1IA
116
1834 Investment Advisors
Wisconsin
$10K
BlackRock
117
BlackRock
New York
$10K +$4.96K +140 +117%
PB
118
Pinnacle Bancorp
Nebraska
$7K -$6.02K -170 -49%
CWAF
119
Core Wealth Advisors (Florida)
Florida
$7K
GI
120
Gradient Investments
Minnesota
$7K +$6.37K +180 New
SIM
121
Sonora Investment Management
Arizona
$3K
SIS
122
Sound Income Strategies
Florida
$3K
BWM
123
BerganKDV Wealth Management
Minnesota
$1K
TWA
124
TCI Wealth Advisors
Arizona
$1K
TA
125
Townsend & Associates
Colorado
-$1.83M -59,350 Closed