We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

195 hedge funds and large institutions have $550M invested in Fidelity Nasdaq Composite Index ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

25% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 51

7% more funds holding

Funds holding: 183195 (+12)

0.64% less ownership

Funds ownership: 13.22%12.58% (-0.64%)

3% less capital invested

Capital invested by funds: $567M → $550M (-$17.6M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
195
Holders Change
+12
Holders Change %
+6.56%
% of All Funds
3.41%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
23
Increased
64
Reduced
51
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIG
1
Freed Investment Group
Massachusetts
$43.7M +$158K +2,737 +0.4%
AIIMS
2
Analyst IMS Investment Management Services
Israel
$36.4M -$2.03M -35,160 -5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$33.7M +$65K +1,127 +0.2%
LPL Financial
4
LPL Financial
California
$26.2M +$852K +14,769 +3%
Bank of America
5
Bank of America
North Carolina
$25.3M -$6.79M -117,705 -21%
DWA
6
Divergent Wealth Advisors
Utah
$23.8M -$459K -7,958 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$20.1M +$5.17M +89,638 +33%
CPSAC
8
Chas P. Smith & Associates (CPS)
Florida
$19.8M -$106K -1,846 -0.5%
Ameriprise
9
Ameriprise
Minnesota
$19.3M -$1.13M -19,527 -5%
FWA
10
FOCUS Wealth Advisors
Texas
$15.7M +$953K +16,514 +6%
RIA
11
Regal Investment Advisors
Michigan
$15.6M +$969K +16,794 +6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$13.8M +$4.09M +70,888 +41%
EL
13
EQ LLC
Washington
$13.3M +$311K +5,392 +2%
MWP
14
Madison Wealth Partners
Wisconsin
$9.98M +$663K +11,489 +7%
HighTower Advisors
15
HighTower Advisors
Illinois
$9.98M +$3.47M +60,087 +51%
Morgan Stanley
16
Morgan Stanley
New York
$8.63M +$489K +8,471 +6%
KAS
17
Kestra Advisory Services
Texas
$7.91M +$39.5K +685 +0.5%
BRWM
18
B. Riley Wealth Management
Tennessee
$7.46M -$159K -2,765 -2%
CCP
19
Cardan Capital Partners
Colorado
$7.34M +$73.7K +1,278 +1%
GM
20
GeoWealth Management
Illinois
$7.18M +$7.37M +127,806 New
OMC
21
Old Mission Capital
Illinois
$7.16M -$31.2M -540,499 -81%
HCM
22
Hollencrest Capital Management
California
$6.79M
SVCP
23
Silicon Valley Capital Partners
California
$6.34M +$10.2K +176 +0.2%
SPC
24
Sigma Planning Corp
Michigan
$5.8M +$686K +11,896 +13%
Wealthfront Advisers
25
Wealthfront Advisers
California
$5.77M +$2.62M +45,410 +79%