We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

84 hedge funds and large institutions have $147M invested in Fidelity Nasdaq Composite Index ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more funds holding

Funds holding: 7584 (+9)

10% more capital invested

Capital invested by funds: $133M → $147M (+$13.9M)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

4.98% less ownership

Funds ownership: 93.71%88.73% (-5%)

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
25
Reduced
26
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
$19.4M -$7.61M -267,220 -28%
CCP
2
Cardan Capital Partners
Colorado
$18.9M +$19.5M +684,270 New
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$9.98M -$76K -2,670 -0.7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.72M -$520K -18,260 -6%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$6.24M +$1.44M +50,740 +29%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.21M -$1.32M -46,380 -17%
Jane Street
7
Jane Street
New York
$6.17M -$430K -15,120 -6%
HighTower Advisors
8
HighTower Advisors
Illinois
$6.12M +$13.7K +480 +0.2%
SPC
9
Sigma Planning Corp
Michigan
$5.69M +$2.53M +89,030 +76%
SVCP
10
Silicon Valley Capital Partners
California
$5.6M -$17.6K -620 -0.3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$5.49M -$50.4K -1,770 -0.9%
FFSOTS
12
Fiduciary Financial Services of The Southwest
Texas
$4.48M -$95.4K -3,350 -2%
UBS Group
13
UBS Group
Switzerland
$3.99M -$61.8K -2,170 -1%
ASN
14
Advisory Services Network
Georgia
$3.75M +$158K +5,540 +4%
LPL Financial
15
LPL Financial
California
$3.34M +$88.8K +3,120 +3%
Wells Fargo
16
Wells Fargo
California
$3.13M -$1.67M -58,660 -34%
Morgan Stanley
17
Morgan Stanley
New York
$2.89M +$609K +21,410 +26%
TRCT
18
Tower Research Capital (TRC)
New York
$2.34M +$2.41M +84,610 New
AFG
19
Albion Financial Group
Utah
$2.06M -$58.9K -2,070 -3%
ALIONA
20
Allianz Life Insurance of North America
Minnesota
$1.63M +$65.8K +2,310 +4%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.61M +$1.3M +45,770 +374%
IA
22
IFP Advisors
Florida
$1.56M
KA
23
Kovack Advisors
Florida
$1.23M +$14.5K +510 +1%
RPG
24
Risk Paradigm Group
Texas
$1.06M -$149K -5,240 -12%
APA
25
American Portfolios Advisors
New York
$968K -$20.2K -710 -2%