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Fidelity Nasdaq Composite Index ETF

166 hedge funds and large institutions have $561M invested in Fidelity Nasdaq Composite Index ETF in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 210 (+8)

356% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 9

63% more capital invested

Capital invested by funds: $345M → $561M (+$216M)

40.91% more ownership

Funds ownership: 113.89%154.8% (+41%)

22% more funds holding

Funds holding: 136166 (+30)

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

Holders
166
Holders Change
+30
Holders Change %
+22.06%
% of All Funds
2.94%
Holding in Top 10
10
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+400%
% of All Funds
0.18%
New
41
Increased
47
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ahrens Investment Partners
Louisiana
$283K +$465 +10 +0.2%
GWM
102
Geneos Wealth Management
Colorado
$273K +$203K +4,360 +115%
DIA
103
Dana Investment Advisors
Wisconsin
$261K
TYCC
104
Texas Yale Capital Corp
Florida
$251K
WAAG
105
Wealth Alliance Advisory Group
Kansas
$245K -$5.12K -110 -2%
KFI
106
Key Financial Inc
Pennsylvania
$245K
BC
107
Burney Company
Virginia
$242K
IF
108
Ironwood Financial
Arizona
$235K +$465 +10 +0.2%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$230K +$465 +10 +0.2%
CPO
110
Cerity Partners OCIO
New York
$228K -$8.37K -180 -4%
MPM
111
Meritage Portfolio Management
Kansas
$228K +$212K +4,550 New
CAL
112
Capital Analysts LLC
Pennsylvania
$226K +$93K +2,000 +80%
GAM
113
Geier Asset Management
Maryland
$223K +$203K +4,360 New
CIBC World Market
114
CIBC World Market
Ontario, Canada
$221K +$205K +4,400 New
NA
115
NewEdge Advisors
Louisiana
$218K +$202K +4,340 New
VWA
116
V Wealth Advisors
Kansas
$207K +$192K +4,120 New
SAM
117
Silvercrest Asset Management
New York
$203K +$188K +4,050 New
DIM
118
Delta Investment Management
California
$200K +$186K +4,000 New
IAIM
119
International Assets Investment Management
Florida
$185K +$172K +3,690 New
EA
120
Elm Advisors
California
$163K +$151K +3,250 New
FP
121
Fiduciary Planning
Florida
$161K
GRP
122
Global Retirement Partners
California
$150K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$150K
FCA
124
FinTrust Capital Advisors
South Carolina
$143K
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$141K +$14.4K +310 +12%