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Fidelity Nasdaq Composite Index ETF

286 hedge funds and large institutions have $1.06B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,208% more call options, than puts

Call options by funds: $277K | Put options by funds: $12K

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

21% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 77

7% more capital invested

Capital invested by funds: $994M → $1.06B (+$70M)

7% more funds holding

Funds holding: 268286 (+18)

0.51% less ownership

Funds ownership: 18.02%17.51% (-0.51%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
286
Holders Change
+18
Holders Change %
+6.72%
% of All Funds
4.12%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
93
Reduced
77
Closed
17
Calls
$277K
Puts
$12K
Net Calls
+$265K
Net Calls Change
-$476K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Grandview Asset Management
Pennsylvania
$428K +$24.1K +390 +6%
BCI
152
Brinker Capital Investments
Pennsylvania
$425K +$44.9K +726 +12%
OPS
153
Orion Portfolio Solutions
Nebraska
$425K +$44.9K +726 +12%
SG
154
StoneX Group
New York
$417K -$17.4K -281 -4%
B
155
Bailard
California
$411K
LWMNY
156
Landmark Wealth Management (New York)
New York
$410K -$29.3K -474 -7%
Corient Private Wealth
157
Corient Private Wealth
Florida
$398K +$12.4K +200 +3%
BSW
158
Buckingham Strategic Wealth
Missouri
$396K +$35.7K +578 +10%
CIC
159
Concord Investment Counsel
California
$384K +$369K +5,963 New
VAM
160
Verity Asset Management
North Carolina
$383K +$15.9K +257 +5%
SFC
161
Strategic Financial Concepts
Texas
$379K +$62 +1 +0%
JHCP
162
Jackson Hole Capital Partners
Oklahoma
$372K
DFG
163
Delta Financial Group
New Jersey
$368K
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$366K +$62 +1 +0%
AAS
165
Avantax Advisory Services
Texas
$366K +$4.88K +79 +1%
DIM
166
Delta Investment Management
California
$354K
BJL
167
Brighton Jones LLC
Washington
$353K +$25K +404 +8%
AF
168
Advisornet Financial
Minnesota
$353K +$62 +1 +0%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$349K +$2.78K +45 +0.8%
JC
170
JB Capital
Connecticut
$345K +$495 +8 +0.1%
COCM
171
Charter Oak Capital Management
New Hampshire
$343K
EH
172
Equitable Holdings
New York
$340K +$62 +1 +0%
DIA
173
Dana Investment Advisors
Wisconsin
$335K
PPP
174
Private Portfolio Partners
New Jersey
$333K +$309 +5 +0.1%
PCS
175
Personal CFO Solutions
New Jersey
$324K