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Fidelity Nasdaq Composite Index ETF

210 hedge funds and large institutions have $626M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $3.34M | Put options by funds: $1.24M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3% more capital invested

Capital invested by funds: $610M → $626M (+$16.3M)

0.92% more ownership

Funds ownership: 12.54%13.47% (+0.92%)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

6% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 69

2% less funds holding

Funds holding: 214210 (-4)

Holders
210
Holders Change
-4
Holders Change %
-1.87%
% of All Funds
3.31%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
26
Increased
65
Reduced
69
Closed
26
Calls
$3.34M
Puts
$1.24M
Net Calls
+$2.1M
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$563K -$22.4K -411 -4%
BFA
102
Beaumont Financial Advisors
Massachusetts
$561K -$39.8K -729 -7%
PPW
103
Pinnacle Private Wealth
Massachusetts
$544K
AAS
104
Ameritas Advisory Services
Nebraska
$525K -$27.9K -511 -5%
Simplex Trading
105
Simplex Trading
Illinois
$519K +$509K +9,319 +27,409%
RSWM
106
Robertson Stephens Wealth Management
California
$513K
CWM
107
Congress Wealth Management
Massachusetts
$495K +$487K +8,911 New
SG
108
StoneX Group
New York
$470K +$52.5K +962 +13%
TFS
109
Thoroughbred Financial Services
Tennessee
$461K
GWM
110
Greenhouse Wealth Management
Connecticut
$452K
MCM
111
MAI Capital Management
Ohio
$451K -$765 -14 -0.2%
FFM
112
Forum Financial Management
Illinois
$432K
AA
113
Aufman Associates
Pennsylvania
$419K
Citadel Advisors
114
Citadel Advisors
Florida
$411K -$71.8K -1,315 -15%
RRA
115
Round Rock Advisors
Connecticut
$411K +$404K +7,395 New
JMPWA
116
JP Morgan Private Wealth Advisors
California
$403K -$5.24K -96 -1%
BRWA
117
B. Riley Wealth Advisors
Florida
$399K -$45.5K -834 -10%
CAC
118
Certified Advisory Corp
Florida
$389K -$76.5K -1,401 -17%
HFM
119
Harvest Fund Management
China
$361K +$356K +6,511 New
COCM
120
Charter Oak Capital Management
New Hampshire
$351K -$54.6K -1,000 -14%
GAM
121
Grandview Asset Management
Pennsylvania
$338K +$94.6K +1,733 +40%
LSPW
122
Lake Street Private Wealth
Illinois
$334K -$70K -1,282 -18%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$334K +$164K +3,000 +100%
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$325K +$8.36K +153 +3%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$323K +$188K +3,440 +145%