We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

61 hedge funds and large institutions have $132M invested in Fidelity Nasdaq Composite Index ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 14

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $115M → $132M (+$16.2M)

2.12% more ownership

Funds ownership: 95.46%97.58% (+2.1%)

0% more funds holding

Funds holding: 6161 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
30
Reduced
14
Closed
7
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
$20.9M +$2.53M +101,430 +14%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$11.5M +$3.32M +132,960 +42%
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$8.7M +$539K +21,610 +7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.95M -$230K -9,230 -3%
Jane Street
5
Jane Street
New York
$7.73M +$2.05M +82,210 +37%
SPC
6
Sigma Planning Corp
Michigan
$6.99M +$1.63M +65,130 +31%
Wells Fargo
7
Wells Fargo
California
$5.47M +$967K +38,740 +22%
Morgan Stanley
8
Morgan Stanley
New York
$5.13M +$1.56M +62,340 +45%
SVCP
9
Silicon Valley Capital Partners
California
$5.08M +$79.4K +3,180 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$4.89M +$137K +5,510 +3%
HighTower Advisors
11
HighTower Advisors
Illinois
$4.35M +$546K +21,880 +15%
FFSOTS
12
Fiduciary Financial Services of The Southwest
Texas
$4.27M -$1.25K -50 -0%
UBS Group
13
UBS Group
Switzerland
$3.79M +$2.8M +112,230 +308%
LPL Financial
14
LPL Financial
California
$3.41M -$125K -4,990 -4%
ASN
15
Advisory Services Network
Georgia
$3.06M -$313K -12,530 -9%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.06M +$1.48M +59,450 +99%
Goldman Sachs
17
Goldman Sachs
New York
$2.53M +$1.75K +70 +0.1%
WP
18
WealthSource Partners
California
$2.19M +$60.1K +2,410 +3%
AFG
19
Albion Financial Group
Utah
$2.02M -$7.74K -310 -0.4%
IA
20
IFP Advisors
Florida
$1.62M -$252K -10,110 -14%
KA
21
Kovack Advisors
Florida
$1.26M -$396K -15,860 -24%
ALIONA
22
Allianz Life Insurance of North America
Minnesota
$1.25M +$22.5K +900 +2%
AIA
23
Allegis Investment Advisors
Idaho
$1.2M -$117K -4,680 -9%
RPG
24
Risk Paradigm Group
Texas
$1.13M +$20.7K +830 +2%
AFNAS
25
American Financial Network Advisory Services
California
$1.08M +$1.06M +42,320 New