We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

268 hedge funds and large institutions have $994M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,044% more call options, than puts

Call options by funds: $812K | Put options by funds: $71K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

25% more capital invested

Capital invested by funds: $796M → $994M (+$198M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more funds holding

Funds holding: 256268 (+12)

1.51% more ownership

Funds ownership: 16.51%18.02% (+1.5%)

Holders
268
Holders Change
+12
Holders Change %
+4.69%
% of All Funds
3.91%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
31
Increased
94
Reduced
69
Closed
17
Calls
$812K
Puts
$71K
Net Calls
+$741K
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
101
Lane & Associates
New Jersey
$919K -$42.7K -778 -5%
FPGK
102
Financial Partners Group (Kansas)
Kansas
$913K -$5.54K -101 -0.7%
AWM
103
Avondale Wealth Management
Texas
$909K +$7.51K +137 +0.9%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$838K +$17.2K +313 +2%
RI
105
Ridgewood Investments
New Jersey
$818K -$27.7K -505 -4%
BRWA
106
B. Riley Wealth Advisors
Florida
$753K -$128K -2,330 -16%
MGIA
107
Moneta Group Investment Advisors
Missouri
$720K
IA
108
IFP Advisors
Florida
$708K +$1.15K +21 +0.2%
HH
109
HWG Holdings
Texas
$702K +$359K +6,536 +123%
SWA
110
Strategies Wealth Advisors
Michigan
$687K -$7.74K -141 -1%
NEWAS
111
N.E.W. Advisory Services
Wisconsin
$672K -$15.2K -277 -2%
JWCA
112
J.W. Cole Advisors
Florida
$657K +$51.5K +939 +9%
PSF
113
Pacific Sun Financial
California
$652K -$2.19K -40 -0.4%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$650K +$188K +3,423 +45%
TPWA
115
TRUE Private Wealth Advisors
Oregon
$623K -$83K -1,514 -13%
TFS
116
Thoroughbred Financial Services
Tennessee
$623K +$165 +3 +0%
MG
117
Mather Group
Illinois
$610K
EWP
118
Engrave Wealth Partners
Texas
$607K -$109K -1,981 -16%
WAAG
119
Wealth Alliance Advisory Group
Kansas
$594K
PA
120
Procyon Advisors
Connecticut
$592K
OCM
121
One Capital Management
California
$587K
Cerity Partners
122
Cerity Partners
New York
$540K +$131K +2,390 +36%
VCP
123
Verus Capital Partners
Arizona
$538K -$6.36K -116 -1%
CTA
124
Colonial Trust Advisors
South Carolina
$530K -$24.3K -443 -5%
SW
125
SteelPeak Wealth
California
$529K +$5.71K +104 +1%