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Fidelity Nasdaq Composite Index ETF

50 hedge funds and large institutions have $79.2M invested in Fidelity Nasdaq Composite Index ETF in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 6

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

98.48% more ownership

Funds ownership: 0%98.48% (+98%)

17% more capital invested

Capital invested by funds: $67.5M → $79.2M (+$11.7M)

11% more funds holding

Funds holding: 4550 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
25
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$15M +$9.74M +465,610 +192%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$8.16M +$7.81M +373,330 +3,001%
SPC
3
Sigma Planning Corp
Michigan
$5.24M +$1.55M +74,230 +43%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.16M +$2.28M +109,050 +81%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$4.75M +$1.46M +70,030 +45%
FFSOTS
6
Fiduciary Financial Services of The Southwest
Texas
$3.76M -$18.8K -900 -0.5%
UBS Group
7
UBS Group
Switzerland
$3.27M +$2.59M +123,650 +399%
AG
8
Advisor Group
Arizona
$3.12M +$3.02M +144,480 +4,865%
SVCP
9
Silicon Valley Capital Partners
California
$3.1M +$141K +6,750 +5%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.64M +$538K +25,730 +26%
KA
11
Kovack Advisors
Florida
$2.56M +$2.53M +121,030 New
Morgan Stanley
12
Morgan Stanley
New York
$2.25M -$1.09M -52,320 -33%
WP
13
WealthSource Partners
California
$2.13M +$48.5K +2,320 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.12M +$834K +39,860 +66%
AFG
15
Albion Financial Group
Utah
$1.86M +$10.2K +490 +0.6%
LPL Financial
16
LPL Financial
California
$1.81M +$904K +43,210 +104%
Wells Fargo
17
Wells Fargo
California
$1.39M +$657K +31,410 +92%
RPG
18
Risk Paradigm Group
Texas
$1.08M -$68.4K -3,270 -6%
Goldman Sachs
19
Goldman Sachs
New York
$1.05M -$2.21M -105,620 -68%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$993K +$126K +6,010 +15%
AIA
21
Allegis Investment Advisors
Idaho
$881K +$871K +41,640 New
IA
22
IFP Advisors
Florida
$701K +$627K +30,000 +962%
RCG
23
Ruggie Capital Group
Florida
$632K
CWM
24
Cornerstone Wealth Management
Missouri
$623K +$70.5K +3,370 +13%
PFA
25
Pinnacle Family Advisors
Missouri
$608K +$601K +28,760 New