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Fidelity Nasdaq Composite Index ETF

166 hedge funds and large institutions have $561M invested in Fidelity Nasdaq Composite Index ETF in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 210 (+8)

356% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 9

63% more capital invested

Capital invested by funds: $345M → $561M (+$216M)

40.91% more ownership

Funds ownership: 113.89%154.8% (+41%)

22% more funds holding

Funds holding: 136166 (+30)

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

Holders
166
Holders Change
+30
Holders Change %
+22.06%
% of All Funds
2.94%
Holding in Top 10
10
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+400%
% of All Funds
0.18%
New
41
Increased
47
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$52.7M +$2.31M +49,730 +5%
FIG
2
Freed Investment Group
Massachusetts
$40.6M +$37.6M +808,480 New
AWM
3
AE Wealth Management
Kansas
$32.8M +$30.4M +654,140 New
SS
4
Simplicity Solutions
Minnesota
$32.1M +$29.7M +639,770 New
Bank of America
5
Bank of America
North Carolina
$28.7M -$754K -16,220 -3%
FI
6
FormulaFolio Investments
Michigan
$27.2M +$1.78M +38,200 +8%
LPL Financial
7
LPL Financial
California
$22.1M +$1.5M +32,240 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$22M +$1.37M +29,460 +7%
DWA
9
Divergent Wealth Advisors
Utah
$21.1M -$456K -9,810 -2%
CPSAC
10
Chas P. Smith & Associates (CPS)
Florida
$18.3M -$595K -12,790 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$15.9M +$182K +3,920 +1%
AIIMS
12
Analyst IMS Investment Management Services
Israel
$14.5M +$5.19M +111,710 +63%
Ameriprise
13
Ameriprise
Minnesota
$14.3M +$2.87M +61,710 +27%
KAS
14
Kestra Advisory Services
Texas
$14.2M +$2.55M +54,770 +24%
RIA
15
Regal Investment Advisors
Michigan
$13M +$12.1M +259,940 New
FWA
16
FOCUS Wealth Advisors
Texas
$12.8M +$11.9M +255,450 New
SVCP
17
Silicon Valley Capital Partners
California
$8.83M +$240K +5,170 +3%
SFS
18
Sowell Financial Services
Arkansas
$7.6M -$1.36M -29,220 -16%
BRWM
19
B. Riley Wealth Management
Tennessee
$7.01M -$123K -2,650 -2%
Morgan Stanley
20
Morgan Stanley
New York
$6.86M +$324K +6,960 +5%
Wells Fargo
21
Wells Fargo
California
$6.78M -$340K -7,310 -5%
MWP
22
Madison Wealth Partners
Wisconsin
$6.19M +$5.74M +123,360 New
HCM
23
Hollencrest Capital Management
California
$6.06M
EL
24
EQ LLC
Washington
$5.78M +$5.36M +115,300 New
UBS Group
25
UBS Group
Switzerland
$5.33M +$243K +5,220 +5%