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Fidelity Nasdaq Composite Index ETF

195 hedge funds and large institutions have $550M invested in Fidelity Nasdaq Composite Index ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

25% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 51

7% more funds holding

Funds holding: 183195 (+12)

0.64% less ownership

Funds ownership: 13.22%12.58% (-0.64%)

3% less capital invested

Capital invested by funds: $567M → $550M (-$17.6M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
195
Holders Change
+12
Holders Change %
+6.56%
% of All Funds
3.41%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
23
Increased
64
Reduced
51
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
151
Freedman Financial Associates
Massachusetts
$110K
Barclays
152
Barclays
United Kingdom
$107K
KPCM
153
Kings Point Capital Management
New York
$103K
GWSG
154
GPS Wealth Strategies Group
Colorado
$99K +$173 +3 +0.2%
TWM
155
Tradition Wealth Management
Minnesota
$97K -$2.37K -41 -2%
AWM
156
Avior Wealth Management
Nebraska
$78K
Koshinski Asset Management
157
Koshinski Asset Management
Illinois
$64.3K +$66K +1,145 New
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$63K +$3.46K +60 +6%
AA
159
AlphaMark Advisors
Kentucky
$62K
CAL
160
Capital Advisors Ltd
Ohio
$61K +$9.29K +161 +17%
AIC
161
Archer Investment Corporation
Indiana
$56.2K
Kayne Anderson Rudnick Investment Management
162
Kayne Anderson Rudnick Investment Management
California
$56K -$112K -1,950 -66%
CDIA
163
Capital Directions Investment Advisors
Georgia
$55K
SPIA
164
Steward Partners Investment Advisory
New York
$34K
GKWIM
165
Gerber Kawasaki Wealth & Investment Management
California
$33K +$34.6K +600 New
PCG
166
Private Capital Group
Connecticut
$31K
GWMIA
167
Global Wealth Management Investment Advisory
Florida
$31K +$32.3K +560 New
CFGS
168
Concourse Financial Group Securities
Alabama
$30K
MRCM
169
M&R Capital Management
New Jersey
$29K -$10.1K -175 -25%
AIP
170
Ameritas Investment Partners
Nebraska
$25K
AA
171
Ancora Advisors
Ohio
$25K
BFEC
172
Benjamin F. Edwards & Company
Missouri
$24K
OC
173
Oakworth Capital
Alabama
$22K
NFG
174
Next Financial Group
Texas
$17K
PA
175
Parallel Advisors
California
$17K +$58 +1 +0.3%