We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

172 hedge funds and large institutions have $434M invested in Fidelity Nasdaq Composite Index ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

4% more funds holding

Funds holding: 166172 (+6)

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

16.18% less ownership

Funds ownership: 154.8%138.62% (-16%)

23% less capital invested

Capital invested by funds: $561M → $434M (-$128M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.11%
New
27
Increased
44
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$23K
AA
152
Ancora Advisors
Ohio
$23K +$22.8K +440 New
NFG
153
Next Financial Group
Texas
$15K -$14K -270 -47%
AWA
154
Arkadios Wealth Advisors
Georgia
$15K -$1.04K -20 -6%
PA
155
Parallel Advisors
California
$15K +$15.5K +300 New
TFM
156
TFC Financial Management
Massachusetts
$14K
PO
157
Private Ocean
California
$14K +$14K +270 New
TWA
158
TCI Wealth Advisors
Arizona
$11K -$23.8K -460 -69%
BCA
159
Berman Capital Advisors
Georgia
$10K
CWAF
160
Core Wealth Advisors (Florida)
Florida
$9K
BlackRock
161
BlackRock
New York
$8K -$1.04K -20 -11%
IWMWV
162
Ironwood Wealth Management (West Virginia)
West Virginia
$8K
HPC
163
HM Payson & Co
Maine
$8K +$7.77K +150 New
GAM
164
Grandview Asset Management
Pennsylvania
$6K +$5.7K +110 New
IFAM
165
Institutional & Family Asset Management
Colorado
$5K
JP Morgan Chase
166
JP Morgan Chase
New York
$4K
SIM
167
Sonora Investment Management
Arizona
$4K
S
168
SignatureFD
Georgia
$4K +$4.14K +80 New
SIS
169
Sound Income Strategies
Florida
$3.6K
LAS
170
Lloyd Advisory Services
Georgia
$3K -$2.85M -55,080 -100%
AssetMark Inc
171
AssetMark Inc
California
$3K +$31.1K +600 New
BBHC
172
Brown Brothers Harriman & Co
New York
$622
WIM
173
Westside Investment Management
California
$20 +$20.7K +400 New
SS
174
Simplicity Solutions
Minnesota
-$32.1M -639,770 Closed
FI
175
FormulaFolio Investments
Michigan
-$27.2M -541,370 Closed