We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

166 hedge funds and large institutions have $561M invested in Fidelity Nasdaq Composite Index ETF in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 210 (+8)

356% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 9

63% more capital invested

Capital invested by funds: $345M → $561M (+$216M)

40.91% more ownership

Funds ownership: 113.89%154.8% (+41%)

22% more funds holding

Funds holding: 136166 (+30)

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

Holders
166
Holders Change
+30
Holders Change %
+22.06%
% of All Funds
2.94%
Holding in Top 10
10
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+400%
% of All Funds
0.18%
New
41
Increased
47
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Valeo Financial Advisors
Indiana
$23K
AIP
152
Ameritas Investment Partners
Nebraska
$22K
AWA
153
Arkadios Wealth Advisors
Georgia
$16K
RFWA
154
RPg Family Wealth Advisory
Massachusetts
$15.1K
TFM
155
TFC Financial Management
Massachusetts
$14K
BCA
156
Berman Capital Advisors
Georgia
$10K +$9.3K +200 New
BlackRock
157
BlackRock
New York
$9K
CWAF
158
Core Wealth Advisors (Florida)
Florida
$9K
PB
159
Pinnacle Bancorp
Nebraska
$9K
IWMWV
160
Ironwood Wealth Management (West Virginia)
West Virginia
$8K +$6.97K +150 New
IFAM
161
Institutional & Family Asset Management
Colorado
$5K -$181K -3,890 -97%
JP Morgan Chase
162
JP Morgan Chase
New York
$4K -$36.7K -790 -92%
SIM
163
Sonora Investment Management
Arizona
$4K
SIS
164
Sound Income Strategies
Florida
$4K
TPWA
165
TRUE Private Wealth Advisors
Oregon
$2K
MAM
166
McCarthy Asset Management
California
$1K +$465 +10 New
SC
167
Solstein Capital
California
$602 -$23.3K -500 -4%
BA
168
Bennicas & Associates
California
-$352K -8,110 Closed
MFG
169
Magnus Financial Group
New York
-$285K -6,580 Closed
CA
170
Clearstead Advisors
Ohio
-$108K -2,480 Closed
AA
171
Advisory Alpha
Michigan
-$92K -2,080 Closed
PWM
172
Provident Wealth Management
Tennessee
-$29K -670 Closed
SXL
173
Summit X LLC
Missouri
-$1.74K -480 Closed
APWM
174
Atlas Private Wealth Management
New York
-$17K -400 Closed
1IA
175
1834 Investment Advisors
Wisconsin
-$6K -140 Closed