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Fidelity Nasdaq Composite Index ETF

268 hedge funds and large institutions have $994M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,044% more call options, than puts

Call options by funds: $812K | Put options by funds: $71K

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

36% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 69

25% more capital invested

Capital invested by funds: $796M → $994M (+$198M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

5% more funds holding

Funds holding: 256268 (+12)

1.51% more ownership

Funds ownership: 16.51%18.02% (+1.5%)

Holders
268
Holders Change
+12
Holders Change %
+4.69%
% of All Funds
3.91%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
31
Increased
94
Reduced
69
Closed
17
Calls
$812K
Puts
$71K
Net Calls
+$741K
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
151
Wolverine Trading
Illinois
$337K +$312K +5,695 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$337K +$48.6K +886 +18%
VAM
153
Verity Asset Management
North Carolina
$337K +$24.5K +446 +9%
AAS
154
Avantax Advisory Services
Texas
$332K +$308K +5,606 New
BSW
155
Buckingham Strategic Wealth
Missouri
$330K +$38.8K +708 +15%
DIM
156
Delta Investment Management
California
$326K
AF
157
Advisornet Financial
Minnesota
$324K +$300K +5,473 New
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$319K
JC
159
JB Capital
Connecticut
$317K -$3.02K -55 -1%
COCM
160
Charter Oak Capital Management
New Hampshire
$315K -$9.93K -181 -3%
AFG
161
Albion Financial Group
Utah
$314K +$84.5K +1,540 +41%
CAC
162
Certified Advisory Corp
Florida
$314K +$291K +5,296 New
EH
163
Equitable Holdings
New York
$313K -$346K -6,299 -54%
DIA
164
Dana Investment Advisors
Wisconsin
$308K
SAM
165
Smartleaf Asset Management
Massachusetts
$307K +$283K +5,154 New
PPP
166
Private Portfolio Partners
New Jersey
$306K +$274 +5 +0.1%
FFN
167
Focus Financial Network
Minnesota
$306K -$9.98K -182 -3%
BJL
168
Brighton Jones LLC
Washington
$300K +$1.43K +26 +0.5%
PCS
169
Personal CFO Solutions
New Jersey
$298K +$276K +5,029 New
BFG
170
Bouchey Financial Group
New York
$295K
SWA
171
SOA Wealth Advisors
New York
$292K +$494 +9 +0.2%
CAM
172
Cresset Asset Management
Illinois
$289K
BC
173
Burney Company
Virginia
$286K
AI
174
Accredited Investors
Minnesota
$286K -$2.41K -44 -0.9%
GF
175
Gimbal Financial
Indiana
$270K +$250K +4,560 New