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Fidelity Nasdaq Composite Index ETF

214 hedge funds and large institutions have $610M invested in Fidelity Nasdaq Composite Index ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,733% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $30K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $550M → $610M (+$60.3M)

10% more funds holding

Funds holding: 195214 (+19)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.03% less ownership

Funds ownership: 12.58%12.54% (-0.03%)

Holders
214
Holders Change
+19
Holders Change %
+9.74%
% of All Funds
3.29%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
35
Increased
64
Reduced
61
Closed
10
Calls
$2.35M
Puts
$30K
Net Calls
+$2.32M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
101
HBW Advisory Services
California
$549K +$540K +9,010 New
Citadel Advisors
102
Citadel Advisors
Florida
$530K -$4.94M -82,466 -90%
CAC
103
Certified Advisory Corp
Florida
$512K +$207K +3,458 +70%
TFS
104
Thoroughbred Financial Services
Tennessee
$506K
MCM
105
MAI Capital Management
Ohio
$496K -$1.14K -19 -0.2%
GWM
106
Greenhouse Wealth Management
Connecticut
$495K
BRWA
107
B. Riley Wealth Advisors
Florida
$488K +$10.8K +181 +2%
TGAM
108
TBH Global Asset Management
Tennessee
$479K +$6.29K +105 +1%
FFM
109
Forum Financial Management
Illinois
$474K +$467K +7,788 New
AA
110
Aufman Associates
Pennsylvania
$459K
ACM
111
Antonetti Capital Management
Florida
$457K
VWA
112
V Wealth Advisors
Kansas
$457K +$175K +2,928 +64%
SG
113
StoneX Group
New York
$457K +$77.2K +1,288 +21%
JMPWA
114
JP Morgan Private Wealth Advisors
California
$448K
COCM
115
Charter Oak Capital Management
New Hampshire
$445K
LSPW
116
Lake Street Private Wealth
Illinois
$444K +$437K +7,290 New
CA
117
Calton & Associates
Florida
$430K +$44.7K +747 +12%
SWP
118
Stratos Wealth Partners
Ohio
$424K -$51.9K -867 -11%
RJT
119
Raymond James Trust
Florida
$412K -$52.1K -870 -11%
SIC
120
Salem Investment Counselors
North Carolina
$384K -$41.9K -700 -10%
CA
121
CoreCap Advisors
Michigan
$361K +$355K +5,924 New
Cetera Investment Advisers
122
Cetera Investment Advisers
Illinois
$347K -$31.6K -527 -8%
AIP
123
Almanack Investment Partners
Pennsylvania
$343K -$4.13K -69 -1%
MA
124
Mutual Advisors
Nebraska
$341K -$13.2K -220 -4%
DIM
125
Delta Investment Management
California
$335K