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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
GWMIA
201
Global Wealth Management Investment Advisory
Florida
$7K -$27K -450 -80%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.71K +112 New
HR
203
Howe & Rusling
New York
$6K +$5.99K +100 New
S
204
SignatureFD
Georgia
$5K
CCM
205
Chilton Capital Management
Texas
$5K +$5.39K +90 New
WFS
206
Widmann Financial Services
Maryland
$5K +$5.39K +90 New
AssetMark Inc
207
AssetMark Inc
California
$4K -$120 -2 -3%
SIS
208
Sound Income Strategies
Florida
$4K
CAL
209
Capital Analysts LLC
Pennsylvania
$3K
Simplex Trading
210
Simplex Trading
Illinois
$2K -$9.94K -166 -83%
LAS
211
Lloyd Advisory Services
Georgia
$2K
LFG
212
Larson Financial Group
Missouri
$1K
BBHC
213
Brown Brothers Harriman & Co
New York
$737
SWA
214
Sutton Wealth Advisors
Florida
$61 +$60 +1 New
WIM
215
Westside Investment Management
California
$24
FTUS
216
Flow Traders U.S.
New York
-$2.11M -37,516 Closed
TSS
217
Two Sigma Securities
New York
-$671K -11,936 Closed
CF
218
Clarity Financial
Texas
-$265K -4,713 Closed
MPM
219
Meritage Portfolio Management
Kansas
-$256K -4,550 Closed
GRP
220
Global Retirement Partners
California
-$141K -2,501 Closed
OSAM
221
O'Shaughnessy Asset Management
Connecticut
-$134K -2,390 Closed
CDIA
222
Capital Directions Investment Advisors
Georgia
-$55K -980 Closed
GKWIM
223
Gerber Kawasaki Wealth & Investment Management
California
-$33K -600 Closed
AWA
224
Arkadios Wealth Advisors
Georgia
-$14K -250 Closed
IFAM
225
Institutional & Family Asset Management
Colorado
-$6K -100 Closed