We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

99 hedge funds and large institutions have $208M invested in Fidelity Nasdaq Composite Index ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $167M → $208M (+$40.2M)

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

8% more funds holding

Funds holding: 9299 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

28.74% less ownership

Funds ownership: 263.03%234.29% (-29%)

Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
34
Reduced
29
Closed
9
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
$23M +$573K +18,540 +3%
CCP
2
Cardan Capital Partners
Colorado
$21.3M -$188K -6,080 -0.9%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$20.3M +$12.9M +417,760 +185%
SPC
4
Sigma Planning Corp
Michigan
$15.6M +$4.36M +141,050 +40%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$11.5M -$268K -8,660 -2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$9.43M +$854K +27,640 +10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.79M +$1.97M +63,690 +35%
SFS
8
Sowell Financial Services
Arkansas
$6.7M +$6.56M +212,190 New
LPL Financial
9
LPL Financial
California
$6.51M +$2.06M +66,580 +48%
SVCP
10
Silicon Valley Capital Partners
California
$6.41M +$14.2K +460 +0.2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$6.21M -$6.18K -200 -0.1%
UBS Group
12
UBS Group
Switzerland
$5.42M +$641K +20,740 +14%
HighTower Advisors
13
HighTower Advisors
Illinois
$5.42M +$384K +12,430 +8%
FFSOTS
14
Fiduciary Financial Services of The Southwest
Texas
$4.93M -$17K -550 -0.4%
Wells Fargo
15
Wells Fargo
California
$3.61M -$591K -19,120 -14%
CWM
16
Cornerstone Wealth Management
Missouri
$3.34M -$69.4M -2,243,850 -21%
Morgan Stanley
17
Morgan Stanley
New York
$3.31M +$625K +20,230 +24%
ASN
18
Advisory Services Network
Georgia
$3.22M +$361K +11,680 +13%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.63M -$902K -29,170 -26%
AFG
20
Albion Financial Group
Utah
$2.3M -$14.8K -480 -0.7%
Goldman Sachs
21
Goldman Sachs
New York
$2.24M +$2.19M +70,910 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.09M -$2.63M -84,990 -56%
PFA
23
Pinnacle Family Advisors
Missouri
$1.91M +$1.55K +50 +0.1%
CL
24
Cabana LLC
Arkansas
$1.89M +$46.1K +1,490 +3%
FIA
25
Foundations Investment Advisors
Arizona
$1.86M +$1.82M +58,950 New