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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
OCM
126
One Capital Management
California
$638K
CA
127
Cetera Advisors
Colorado
$616K +$592K +9,571 New
GWP
128
Gateway Wealth Partners
Wisconsin
$613K +$225K +3,635 +62%
MG
129
Mather Group
Illinois
$610K
Cerity Partners
130
Cerity Partners
New York
$610K +$22.8K +369 +4%
SAM
131
Smartleaf Asset Management
Massachusetts
$604K +$260K +4,200 +81%
SIC
132
Samalin Investment Counsel
New York
$580K +$9.65K +156 +2%
SW
133
SteelPeak Wealth
California
$575K
CTA
134
Colonial Trust Advisors
South Carolina
$563K -$13K -211 -2%
PA
135
Parallel Advisors
California
$554K +$503K +8,129 +1,711%
GWM
136
Greenhouse Wealth Management
Connecticut
$524K
TSS
137
Two Sigma Securities
New York
$512K +$491K +7,943 New
TCM
138
Tradewinds Capital Management
Washington
$503K +$251K +4,052 +108%
MCM
139
MAI Capital Management
Ohio
$492K +$37.2K +602 +9%
Wolverine Trading
140
Wolverine Trading
Illinois
$491K +$119K +1,922 +34%
AAS
141
Ameritas Advisory Services
Nebraska
$486K -$7.05K -114 -1%
AA
142
Aufman Associates
Pennsylvania
$486K
VCP
143
Verus Capital Partners
Arizona
$483K -$98.8K -1,597 -18%
BFA
144
Beaumont Financial Advisors
Massachusetts
$476K +$47.9K +775 +12%
RRA
145
Round Rock Advisors
Connecticut
$476K
KA
146
Kovack Advisors
Florida
$460K -$1.64M -26,564 -79%
IF
147
Ironwood Financial
Arizona
$459K +$247 +4 +0.1%
TFS
148
Thoroughbred Financial Services
Tennessee
$458K -$211K -3,405 -32%
EWA
149
EP Wealth Advisors
California
$444K +$18.6K +300 +5%
HIP
150
HUB Investment Partners
Texas
$438K