We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

336 hedge funds and large institutions have $1.37B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

136% more call options, than puts

Call options by funds: $304K | Put options by funds: $129K

19% more capital invested

Capital invested by funds: $1.15B → $1.37B (+$219M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more funds holding

Funds holding: 302336 (+34)

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

1.36% more ownership

Funds ownership: 16.84%18.2% (+1.4%)

Holders
336
Holders Change
+34
Holders Change %
+11.26%
% of All Funds
4.43%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
59
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
101
Hershey Financial Advisers
Pennsylvania
$1.72M +$1.7M +22,667 New
WMA
102
Wealth Management Associates
New Jersey
$1.7M +$26.3K +351 +2%
WCM
103
WealthTrak Capital Management
Virginia
$1.7M +$1.67M +22,370 New
AF
104
Apexium Financial
Texas
$1.68M +$4.04K +54 +0.2%
DWM
105
Defined Wealth Management
Oregon
$1.68M -$19.1K -255 -1%
JWCA
106
J.W. Cole Advisors
Florida
$1.66M -$243K -3,242 -13%
Creative Planning
107
Creative Planning
Kansas
$1.63M +$748 +10 +0%
NA
108
NewEdge Advisors
Louisiana
$1.61M -$92.4K -1,235 -6%
HNB
109
Hilltop National Bank
Wyoming
$1.6M -$8.68K -116 -0.5%
HSWS
110
Higgins & Schmidt Wealth Strategies
Colorado
$1.55M -$4.04K -54 -0.3%
USCWA
111
U.S. Capital Wealth Advisors
Texas
$1.54M
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$1.53M +$418K +5,587 +38%
SWP
113
Stratos Wealth Partners
Ohio
$1.51M -$23.1K -309 -2%
Goldman Sachs
114
Goldman Sachs
New York
$1.48M +$1.45M +19,406 New
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$1.46M +$214K +2,853 +17%
BPA
116
Beacon Pointe Advisors
California
$1.43M -$58.5K -781 -4%
ICM
117
Islay Capital Management
Texas
$1.42M -$5.69K -76 -0.4%
CL
118
CVFG LLC
Indiana
$1.39M +$1.37M +18,295 New
HH
119
HWG Holdings
Texas
$1.38M +$124K +1,651 +10%
MC
120
Moors & Cabot
Massachusetts
$1.27M
FFS
121
Flavin Financial Services
Florida
$1.26M +$1.24M +16,554 New
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$1.16M -$142K -1,893 -11%
UWPG
123
Ullmann Wealth Partners Group
Florida
$1.15M +$1.42K +19 +0.1%
FPGK
124
Financial Partners Group (Kansas)
Kansas
$1.15M +$2.02K +27 +0.2%
LA
125
Lane & Associates
New Jersey
$1.06M +$39.1K +523 +4%