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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
SPIA
176
Steward Partners Investment Advisory
New York
$37K
PCG
177
Private Capital Group
Connecticut
$34K
CFGS
178
Concourse Financial Group Securities
Alabama
$32K
MRCM
179
M&R Capital Management
New Jersey
$31K
AWM
180
Avior Wealth Management
Nebraska
$29K -$55.1K -920 -66%
FFWM
181
Future Financial Wealth Management
Ohio
$28K +$27K +450 New
AIP
182
Ameritas Investment Partners
Nebraska
$27K
AA
183
Ancora Advisors
Ohio
$27K
BFEC
184
Benjamin F. Edwards & Company
Missouri
$26K
AWM
185
Abound Wealth Management
Tennessee
$24.7K +$24.3K +405 New
OC
186
Oakworth Capital
Alabama
$24K
TWA
187
TCI Wealth Advisors
Arizona
$22K +$5.99K +100 +38%
CSWM
188
Cassady Schiller Wealth Management
Ohio
$21K +$20.4K +340 New
RFWA
189
RPg Family Wealth Advisory
Massachusetts
$18.3K
WPA
190
West Paces Advisors
Georgia
$18.3K +$18K +300 New
NFG
191
Next Financial Group
Texas
$18K
CFA
192
Carroll Financial Associates
North Carolina
$17K
TFM
193
TFC Financial Management
Massachusetts
$17K
AA
194
Addison Advisors
Vermont
$15K +$15K +250 New
LPWM
195
Lake Point Wealth Management
Texas
$12K
FPWM
196
FSB Premier Wealth Management
Iowa
$12K +$12K +200 New
CWAF
197
Core Wealth Advisors (Florida)
Florida
$11K
FCMA
198
Foresight Capital Management Advisors
Michigan
$10K +$9.77K +163 New
BlackRock
199
BlackRock
New York
$9K -$419 -7 -4%
TWC
200
TD Waterhouse Canada
Ontario, Canada
$7.3K +$7.19K +120 New