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Fidelity Nasdaq Composite Index ETF

75 hedge funds and large institutions have $133M invested in Fidelity Nasdaq Composite Index ETF in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

23% more funds holding

Funds holding: 6175 (+14)

1% more capital invested

Capital invested by funds: $132M → $133M (+$1.95M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.87% less ownership

Funds ownership: 97.58%93.71% (-3.9%)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

Holders
75
Holders Change
+14
Holders Change %
+22.95%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
20
Reduced
23
Closed
6
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
$26.3M +$3.93M +147,930 +18%
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$9.84M +$587K +22,070 +6%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$8.06M -$4.03M -151,700 -34%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.34M -$1.09M -40,940 -13%
Jane Street
5
Jane Street
New York
$6.46M -$1.72M -64,720 -21%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.98M +$1.33M +50,120 +29%
SVCP
7
Silicon Valley Capital Partners
California
$5.5M +$102K +3,820 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$5.41M +$206K +7,760 +4%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$4.76M +$1.48M +55,720 +47%
Wells Fargo
10
Wells Fargo
California
$4.66M -$1.13M -42,390 -20%
FFSOTS
11
Fiduciary Financial Services of The Southwest
Texas
$4.48M -$57.4K -2,160 -1%
UBS Group
12
UBS Group
Switzerland
$3.96M -$64.3K -2,420 -2%
ASN
13
Advisory Services Network
Georgia
$3.52M +$259K +9,740 +8%
LPL Financial
14
LPL Financial
California
$3.19M -$433K -16,290 -12%
SPC
15
Sigma Planning Corp
Michigan
$3.16M -$4.19M -157,470 -57%
Morgan Stanley
16
Morgan Stanley
New York
$2.25M -$3.14M -118,170 -59%
WP
17
WealthSource Partners
California
$2.23M -$86.7K -3,260 -4%
AFG
18
Albion Financial Group
Utah
$2.08M -$68.6K -2,580 -3%
RJA
19
Raymond James & Associates
Florida
$1.87M +$1.83M +68,820 New
IA
20
IFP Advisors
Florida
$1.56M -$159K -5,990 -9%
ALIONA
21
Allianz Life Insurance of North America
Minnesota
$1.55M +$219K +8,250 +17%
LNC
22
Lincoln National Corp
Pennsylvania
$1.51M +$856K +32,210 +138%
AFNAS
23
American Financial Network Advisory Services
California
$1.4M +$247K +9,280 +22%
Ameriprise
24
Ameriprise
Minnesota
$1.27M +$1.47M +55,160 +211%
KA
25
Kovack Advisors
Florida
$1.19M -$147K -5,540 -11%