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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
RFWA
176
RPg Family Wealth Advisory
Massachusetts
$16.9K
TFM
177
TFC Financial Management
Massachusetts
$16K
CFA
178
Carroll Financial Associates
North Carolina
$16K +$16.5K +286 New
TWA
179
TCI Wealth Advisors
Arizona
$15K +$3K +52 +25%
AWA
180
Arkadios Wealth Advisors
Georgia
$14K
BCA
181
Berman Capital Advisors
Georgia
$11K
LPWM
182
Lake Point Wealth Management
Texas
$11K
Simplex Trading
183
Simplex Trading
Illinois
$11K
CWAF
184
Core Wealth Advisors (Florida)
Florida
$10K
BlackRock
185
BlackRock
New York
$9K
IFAM
186
Institutional & Family Asset Management
Colorado
$6K
AF
187
Allworth Financial
California
$5K
S
188
SignatureFD
Georgia
$4K
SIM
189
Sonora Investment Management
Arizona
$4K
SIS
190
Sound Income Strategies
Florida
$4K
AssetMark Inc
191
AssetMark Inc
California
$3K
CAL
192
Capital Analysts LLC
Pennsylvania
$3K +$2.88K +50 New
LAS
193
Lloyd Advisory Services
Georgia
$2K
LFG
194
Larson Financial Group
Missouri
$1K
BBHC
195
Brown Brothers Harriman & Co
New York
$680
WIM
196
Westside Investment Management
California
$22
RWA
197
Redhawk Wealth Advisors
Minnesota
-$6.7M -118,869 Closed
Jane Street
198
Jane Street
New York
-$652K -11,573 Closed
FHC
199
First Heartland Consultants
Missouri
-$402K -7,136 Closed
VAM
200
Verity Asset Management
North Carolina
-$356K -6,321 Closed