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Fidelity Nasdaq Composite Index ETF

192 hedge funds and large institutions have $590M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $862K | Put options by funds: $298K

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

25% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 56

19% more capital invested

Capital invested by funds: $497M → $590M (+$92.6M)

2.64% more ownership

Funds ownership: 13.75%16.39% (+2.6%)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

3% less funds holding

Funds holding: 198192 (-6)

Holders
192
Holders Change
-6
Holders Change %
-3.03%
% of All Funds
3.31%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
22
Increased
70
Reduced
56
Closed
24
Calls
$862K
Puts
$298K
Net Calls
+$564K
Net Calls Change
-$860K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
151
Barclays
United Kingdom
$79K
GWSG
152
GPS Wealth Strategies Group
Colorado
$74K +$186 +4 +0.2%
SC
153
SouthState Corp
Florida
$68K
HNB
154
Huntington National Bank
Ohio
$65K -$93.7K -2,011 Closed
TSWM
155
Tyler-Stone Wealth Management
Ohio
$64K
CWM
156
CarsonAllaria Wealth Management
Illinois
$63K +$186 +4 +0.3%
OIA
157
Optimum Investment Advisors
Illinois
$62K
GRP
158
Global Retirement Partners
California
$62K +$140 +3 +0.2%
SIC
159
SJS Investment Consulting
Ohio
$56K +$62.9K +1,350 New
LFG
160
Larson Financial Group
Missouri
$54K -$66.3K -1,423 -52%
TWA
161
TCI Wealth Advisors
Arizona
$49K +$38.3K +821 +226%
AIC
162
Archer Investment Corporation
Indiana
$41.4K
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$41K -$5.26K -113 -10%
Kayne Anderson Rudnick Investment Management
164
Kayne Anderson Rudnick Investment Management
California
$41K
CAL
165
Capital Advisors Ltd
Ohio
$40K
CDIA
166
Capital Directions Investment Advisors
Georgia
$36K -$41K -880 Closed
BFEC
167
Benjamin F. Edwards & Company
Missouri
$36K
CT
168
Colonial Trust
South Carolina
$31K +$34.9K +750 New
CFGS
169
Concourse Financial Group Securities
Alabama
$27K
SPIA
170
Steward Partners Investment Advisory
New York
$27K
PTC
171
Private Trust Company
Ohio
$25K +$17.2K +370 +161%
MRCM
172
M&R Capital Management
New Jersey
$21K
PA
173
Parallel Advisors
California
$21K +$10.1K +216 +72%
AA
174
Ancora Advisors
Ohio
$18K +$47 +1 +0.2%
AWM
175
Abound Wealth Management
Tennessee
$16.8K +$18.9K +405 New