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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
AIP
176
Ameritas Investment Partners
Nebraska
$268K -$8.61K -157 -3%
GIA
177
GHP Investment Advisors
Colorado
$259K +$55 +1 +0%
EWM
178
Empirical Wealth Management
Washington
$256K +$439 +8 +0.2%
SFG
179
Seamount Financial Group
Colorado
$255K +$236K +4,306 New
SPWG
180
Syntegra Private Wealth Group
Missouri
$245K
ML
181
Mayport LLC
Massachusetts
$243K
SFA
182
Sequoia Financial Advisors
Ohio
$243K +$225K +4,095 New
Millennium Management
183
Millennium Management
New York
$242K +$224K +4,091 New
FIC
184
Family Investment Center
Missouri
$242K +$224K +4,090 New
LSPW
185
Lake Street Private Wealth
Illinois
$241K +$384 +7 +0.2%
CCWM
186
Correct Capital Wealth Management
Missouri
$241K +$223K +4,065 New
SAM
187
Silvercrest Asset Management
New York
$240K
SF
188
Synovus Financial
Georgia
$237K
Kayne Anderson Rudnick Investment Management
189
Kayne Anderson Rudnick Investment Management
California
$237K +$137K +2,501 +167%
WCAMG
190
Woodard & Company Asset Management Group
North Carolina
$235K -$3.95M -71,959 -95%
SS
191
Simplicity Solutions
Minnesota
$232K -$9.38K -171 -4%
TCM
192
Tradewinds Capital Management
Washington
$223K +$98.5K +1,795 +92%
KFI
193
Key Financial Inc
Pennsylvania
$220K
TMWM
194
Taylor & Morgan Wealth Management
Michigan
$215K +$199K +3,622 New
BAAM
195
Baker Avenue Asset Management
California
$211K -$13.3K -243 -6%
AI
196
Auour Investments
Massachusetts
$202K +$183K +3,330 New
Qube Research & Technologies (QRT)
197
Qube Research & Technologies (QRT)
United Kingdom
$186K +$82.4K +1,503 +91%
CFD
198
Creative Financial Designs
Indiana
$168K -$13.1K -238 -8%
FWM
199
Focused Wealth Management
New York
$167K -$4.66K -85 -3%
PMFA
200
Plante Moran Financial Advisors
Michigan
$160K