We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

172 hedge funds and large institutions have $434M invested in Fidelity Nasdaq Composite Index ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

4% more funds holding

Funds holding: 166172 (+6)

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

16.18% less ownership

Funds ownership: 154.8%138.62% (-16%)

23% less capital invested

Capital invested by funds: $561M → $434M (-$128M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
3.02%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.11%
New
27
Increased
44
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIG
1
Freed Investment Group
Massachusetts
$39.5M -$1.99M -38,440 -5%
AIIMS
2
Analyst IMS Investment Management Services
Israel
$34.8M +$20.1M +387,860 +134%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$31.8M -$22.3M -431,140 -41%
Bank of America
4
Bank of America
North Carolina
$24.2M -$5.2M -100,480 -18%
LPL Financial
5
LPL Financial
California
$23.1M +$531K +10,250 +2%
DWA
6
Divergent Wealth Advisors
Utah
$22.2M +$597K +11,520 +3%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$18.3M -$380K -7,330 -2%
Ameriprise
8
Ameriprise
Minnesota
$15.3M +$630K +12,160 +4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$14.5M +$14.6M +282,240 New
FWA
10
FOCUS Wealth Advisors
Texas
$13.1M -$207K -4,000 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.44M -$13.1M -253,350 -58%
AAS
12
Avantax Advisory Services
Texas
$9.42M +$9.5M +183,320 New
SFS
13
Sowell Financial Services
Arkansas
$7.99M +$70.4M +1,358,860 +897%
SVCP
14
Silicon Valley Capital Partners
California
$7.74M -$1.32M -25,420 -14%
Morgan Stanley
15
Morgan Stanley
New York
$7.72M +$703K +13,580 +10%
HAS
16
HBW Advisory Services
California
$7.71M +$7.78M +150,180 New
KAS
17
Kestra Advisory Services
Texas
$7.39M -$7.2M -139,000 -49%
BRWM
18
B. Riley Wealth Management
Tennessee
$6.92M -$261K -5,030 -4%
CCP
19
Cardan Capital Partners
Colorado
$6.57M +$1.75M +33,730 +36%
HCM
20
Hollencrest Capital Management
California
$6.2M
Wells Fargo
21
Wells Fargo
California
$5.34M -$1.62M -31,330 -23%
FHC
22
First Heartland Consultants
Missouri
$5.25M +$683K +13,190 +15%
HighTower Advisors
23
HighTower Advisors
Illinois
$4.89M -$50.2K -970 -1%
LWA
24
Lineweaver Wealth Advisors
Ohio
$4.75M +$21.2K +410 +0.4%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$4.54M +$1.09M +21,050 +31%