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Fidelity Nasdaq Composite Index ETF

286 hedge funds and large institutions have $1.06B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,208% more call options, than puts

Call options by funds: $277K | Put options by funds: $12K

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

21% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 77

7% more capital invested

Capital invested by funds: $994M → $1.06B (+$70M)

7% more funds holding

Funds holding: 268286 (+18)

0.51% less ownership

Funds ownership: 18.02%17.51% (-0.51%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
286
Holders Change
+18
Holders Change %
+6.72%
% of All Funds
4.12%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
93
Reduced
77
Closed
17
Calls
$277K
Puts
$12K
Net Calls
+$265K
Net Calls Change
-$476K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Mission Wealth Management
California
$1.25M +$832K +13,452 +225%
HI
102
Harbour Investments
Wisconsin
$1.14M +$120K +1,940 +12%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$1.04M -$141K -2,287 -12%
GCIM
104
Gunn & Company Investment Management
Florida
$1.02M -$20.9M -338,474 -96%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$1.01M +$97.7K +1,580 +11%
FPGK
106
Financial Partners Group (Kansas)
Kansas
$990K -$2.47K -40 -0.3%
AWM
107
Avondale Wealth Management
Texas
$986K -$2.16K -35 -0.2%
UWPG
108
Ullmann Wealth Partners Group
Florida
$976K -$22.6K -365 -2%
RI
109
Ridgewood Investments
New Jersey
$962K +$69.9K +1,131 +8%
LA
110
Lane & Associates
New Jersey
$946K -$51.6K -835 -5%
AWM
111
Avior Wealth Management
Nebraska
$863K -$140K -2,269 -14%
IA
112
IFP Advisors
Florida
$829K +$56.4K +912 +8%
MGIA
113
Moneta Group Investment Advisors
Missouri
$798K +$14.8K +240 +2%
BRWA
114
B. Riley Wealth Advisors
Florida
$782K +$144K +2,330 +18%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$763K +$268K +4,336 +58%
HAM
116
Harmony Asset Management
Arizona
$760K +$730K +11,797 New
NEWAS
117
N.E.W. Advisory Services
Wisconsin
$760K +$27.7K +448 +4%
SWA
118
Strategies Wealth Advisors
Michigan
$747K
EFG
119
Ethos Financial Group
Pennsylvania
$745K +$715K +11,562 New
PSF
120
Pacific Sun Financial
California
$702K -$6.18K -100 -0.9%
PCMU
121
Paragon Capital Management (Utah)
Utah
$697K +$669K +10,819 New
MC
122
Moors & Cabot
Massachusetts
$669K +$643K +10,394 New
WAAG
123
Wealth Alliance Advisory Group
Kansas
$646K
PA
124
Procyon Advisors
Connecticut
$644K
JWCA
125
J.W. Cole Advisors
Florida
$643K -$67.9K -1,098 -10%