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Fidelity Nasdaq Composite Index ETF

256 hedge funds and large institutions have $796M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

13% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 72

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

8% more funds holding

Funds holding: 236256 (+20)

0.27% more ownership

Funds ownership: 16.23%16.51% (+0.27%)

2% less capital invested

Capital invested by funds: $808M → $796M (-$12.2M)

81% less call options, than puts

Call options by funds: $198K | Put options by funds: $1.05M

Holders
256
Holders Change
+20
Holders Change %
+8.47%
% of All Funds
4.06%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
36
Increased
81
Reduced
72
Closed
16
Calls
$198K
Puts
$1.05M
Net Calls
-$854K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$782K +$17.3K +320 +2%
RI
102
Ridgewood Investments
New Jersey
$744K
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$719K +$749K +13,827 New
MA
104
Mutual Advisors
Nebraska
$665K +$693K +12,792 New
EWP
105
Engrave Wealth Partners
Texas
$636K +$1.3K +24 +0.2%
MGIA
106
Moneta Group Investment Advisors
Missouri
$632K
TPWA
107
TRUE Private Wealth Advisors
Oregon
$626K -$5.8K -107 -0.9%
Renaissance Technologies
108
Renaissance Technologies
New York
$621K -$285K -5,254 -31%
IA
109
IFP Advisors
Florida
$620K -$35K -646 -5%
EFG
110
Ethos Financial Group
Pennsylvania
$617K +$643K +11,875 New
SWA
111
Strategies Wealth Advisors
Michigan
$611K +$7.64K +141 +1%
NEWAS
112
N.E.W. Advisory Services
Wisconsin
$604K +$163 +3 +0%
EH
113
Equitable Holdings
New York
$602K +$423K +7,801 +206%
PSF
114
Pacific Sun Financial
California
$574K -$45K -830 -7%
TFS
115
Thoroughbred Financial Services
Tennessee
$546K +$78.2K +1,443 +16%
JMPWA
116
JP Morgan Private Wealth Advisors
California
$541K -$5.04K -93 -0.9%
MG
117
Mather Group
Illinois
$536K
JWCA
118
J.W. Cole Advisors
Florida
$528K -$72.3K -1,335 -12%
SOS
119
Silver Oak Securities
Tennessee
$524K +$546K +10,084 New
WAAG
120
Wealth Alliance Advisory Group
Kansas
$521K
PA
121
Procyon Advisors
Connecticut
$520K +$542K +10,000 New
OCM
122
One Capital Management
California
$515K
HI
123
Harbour Investments
Wisconsin
$503K -$4.01K -74 -0.8%
CTA
124
Colonial Trust Advisors
South Carolina
$488K -$31.7K -585 -6%
VCP
125
Verus Capital Partners
Arizona
$479K +$36K +664 +8%