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Fidelity Nasdaq Composite Index ETF

336 hedge funds and large institutions have $1.37B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

136% more call options, than puts

Call options by funds: $304K | Put options by funds: $129K

19% more capital invested

Capital invested by funds: $1.15B → $1.37B (+$219M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more funds holding

Funds holding: 302336 (+34)

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

1.36% more ownership

Funds ownership: 16.84%18.2% (+1.4%)

Holders
336
Holders Change
+34
Holders Change %
+11.26%
% of All Funds
4.43%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
59
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$478K +$67.7K +905 +17%
CAM
177
Cresset Asset Management
Illinois
$469K +$748 +10 +0.2%
AA
178
Aufman Associates
Pennsylvania
$462K
BCM
179
Brookstone Capital Management
Illinois
$459K +$193K +2,573 +74%
LWMNY
180
Landmark Wealth Management (New York)
New York
$449K -$18.3K -244 -4%
AAS
181
Avantax Advisory Services
Texas
$447K +$12.5K +167 +3%
JHCP
182
Jackson Hole Capital Partners
Oklahoma
$439K
SB
183
Strategic Blueprint
Georgia
$438K +$431K +5,758 New
SFC
184
Strategic Financial Concepts
Texas
$436K +$429K +5,726 New
DFG
185
Delta Financial Group
New Jersey
$434K +$427K +5,710 New
DIM
186
Delta Investment Management
California
$418K
AF
187
Advisornet Financial
Minnesota
$416K
SMC
188
Smith, Moore & Co
Missouri
$414K +$24.8K +332 +7%
ML
189
Mayport LLC
Massachusetts
$413K +$99.6K +1,331 +32%
Citigroup
190
Citigroup
New York
$410K +$6.81K +91 +2%
JC
191
JB Capital
Connecticut
$409K +$449 +6 +0.1%
COCM
192
Charter Oak Capital Management
New Hampshire
$405K +$449 +6 +0.1%
FFN
193
Focus Financial Network
Minnesota
$400K +$73.9K +988 +23%
AT
194
American Trust
Kentucky
$399K +$392K +5,243 New
CAC
195
Certified Advisory Corp
Florida
$398K -$4.57K -61 -1%
DIA
196
Dana Investment Advisors
Wisconsin
$396K
BJL
197
Brighton Jones LLC
Washington
$389K +$161K +2,153 +73%
GIA
198
Goodwin Investment Advisory
Georgia
$385K +$145K +1,935 +62%
SAM
199
SP Asset Management
California
$379K +$150K +2,006 +67%
Vontobel Holding
200
Vontobel Holding
Switzerland
$378K +$4.49K +60 +1%