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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
AWM
126
Avondale Wealth Management
Texas
$1.06M -$104K -1,392 -9%
IA
127
IFP Advisors
Florida
$1.06M +$196K +2,620 +23%
RI
128
Ridgewood Investments
New Jersey
$1.04M -$27K -361 -3%
CWA
129
Canvas Wealth Advisors
Kansas
$1.02M +$1.01M +13,449 New
FUBT
130
First United Bank & Trust
Maryland
$999K -$256K -3,420 -21%
AllianceBernstein
131
AllianceBernstein
Tennessee
$982K +$966K +12,907 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$955K +$529K +7,064 +129%
BRWA
133
B. Riley Wealth Advisors
Florida
$943K -$69.5K -929 -7%
MGIA
134
Moneta Group Investment Advisors
Missouri
$938K +$14.1K +189 +2%
HI
135
Harbour Investments
Wisconsin
$929K -$5.99K -80 -0.7%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$909K +$6.96K +93 +0.8%
RIA
137
Regal Investment Advisors
Michigan
$871K -$7.09M -94,689 -89%
PA
138
Procyon Advisors
Connecticut
$865K +$1.5K +20 +0.2%
SWA
139
Strategies Wealth Advisors
Michigan
$862K -$36.9K -493 -4%
HAM
140
Harmony Asset Management
Arizona
$859K
TCM
141
Tradewinds Capital Management
Washington
$856K +$1.87K +25 +0.2%
BTWM
142
Brass Tax Wealth Management
Ohio
$849K +$453K +6,055 +119%
PSF
143
Pacific Sun Financial
California
$818K -$1.5K -20 -0.2%
SA
144
Sanctuary Advisors
Indiana
$817K -$86.8K -1,160 -10%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$804K -$70.7K -945 -8%
PCMU
146
Paragon Capital Management (Utah)
Utah
$802K -$28.8K -385 -4%
AWM
147
Avior Wealth Management
Nebraska
$802K -$51K -681 -6%
SFS
148
Sowell Financial Services
Arkansas
$801K -$69.4K -927 -8%
MG
149
Mather Group
Illinois
$784K
FIM
150
FWL Investment Management
Texas
$778K -$114K -1,526 -13%