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Fidelity Nasdaq Composite Index ETF

214 hedge funds and large institutions have $610M invested in Fidelity Nasdaq Composite Index ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,733% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $30K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $550M → $610M (+$60.3M)

10% more funds holding

Funds holding: 195214 (+19)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.03% less ownership

Funds ownership: 12.58%12.54% (-0.03%)

Holders
214
Holders Change
+19
Holders Change %
+9.74%
% of All Funds
3.29%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
35
Increased
64
Reduced
61
Closed
10
Calls
$2.35M
Puts
$30K
Net Calls
+$2.32M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$183K
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$172K +$300 +5 +0.2%
US Bancorp
153
US Bancorp
Minnesota
$166K
FCA
154
FinTrust Capital Advisors
South Carolina
$153K
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$144K +$15.6K +260 +12%
HNB
156
Huntington National Bank
Ohio
$144K +$141K +2,361 New
CFD
157
Creative Financial Designs
Indiana
$136K +$9.94K +166 +8%
OIA
158
Optimum Investment Advisors
Illinois
$133K
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$126K
FFA
160
Freedman Financial Associates
Massachusetts
$119K
Barclays
161
Barclays
United Kingdom
$116K
KPCM
162
Kings Point Capital Management
New York
$111K
GWSG
163
GPS Wealth Strategies Group
Colorado
$108K +$180 +3 +0.2%
TWM
164
Tradition Wealth Management
Minnesota
$104K -$1.08K -18 -1%
TSWM
165
Tyler-Stone Wealth Management
Ohio
$94K +$92.9K +1,550 New
CWM
166
CarsonAllaria Wealth Management
Illinois
$92K +$90.2K +1,506 New
SIC
167
SJS Investment Consulting
Ohio
$82K +$80.9K +1,350 New
AWA
168
Amplius Wealth Advisors
Pennsylvania
$76K +$74.9K +1,250 New
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$69.8K +$60 +1 +0.1%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$68K
AA
171
AlphaMark Advisors
Kentucky
$67K
Kayne Anderson Rudnick Investment Management
172
Kayne Anderson Rudnick Investment Management
California
$61K
AIC
173
Archer Investment Corporation
Indiana
$60.9K
CAL
174
Capital Advisors Ltd
Ohio
$58K -$9.64K -161 -14%
PA
175
Parallel Advisors
California
$45K +$26.6K +444 +148%