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Fidelity Nasdaq Composite Index ETF

214 hedge funds and large institutions have $610M invested in Fidelity Nasdaq Composite Index ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,733% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $30K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $550M → $610M (+$60.3M)

10% more funds holding

Funds holding: 195214 (+19)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.03% less ownership

Funds ownership: 12.58%12.54% (-0.03%)

Holders
214
Holders Change
+19
Holders Change %
+9.74%
% of All Funds
3.29%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
35
Increased
64
Reduced
61
Closed
10
Calls
$2.35M
Puts
$30K
Net Calls
+$2.32M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$58.9M +$47.3M +788,764 +444%
AIIMS
2
Analyst IMS Investment Management Services
Israel
$37.7M -$1.95M -32,616 -5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$36.6M +$40.9K +682 +0.1%
LPL Financial
4
LPL Financial
California
$29.1M +$689K +11,508 +2%
Bank of America
5
Bank of America
North Carolina
$28.4M +$1.01M +16,943 +4%
DWA
6
Divergent Wealth Advisors
Utah
$25.7M -$79K -1,319 -0.3%
Osaic Holdings
7
Osaic Holdings
Arizona
$23.3M +$1.53M +25,574 +7%
CPSAC
8
Chas P. Smith & Associates (CPS)
Florida
$21M -$542K -9,055 -3%
Ameriprise
9
Ameriprise
Minnesota
$19.6M -$1.32M -21,971 -6%
FWA
10
FOCUS Wealth Advisors
Texas
$18M +$964K +16,091 +6%
RIA
11
Regal Investment Advisors
Michigan
$16.7M -$124K -2,069 -0.7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$13.5M -$1.5M -24,993 -10%
MWP
13
Madison Wealth Partners
Wisconsin
$11.5M +$680K +11,345 +6%
Wealthfront Advisers
14
Wealthfront Advisers
California
$11.3M +$4.99M +83,380 +81%
GM
15
GeoWealth Management
Illinois
$11M +$3.14M +52,467 +41%
EL
16
EQ LLC
Washington
$10.6M -$3.7M -61,809 -26%
Morgan Stanley
17
Morgan Stanley
New York
$9.71M +$352K +5,883 +4%
WA
18
Wealthstar Advisors
Texas
$8.92M +$8.77M +146,467 New
KAS
19
Kestra Advisory Services
Texas
$8.62M +$39.1K +652 +0.5%
BRWM
20
B. Riley Wealth Management
Tennessee
$8M -$79.7K -1,330 -1%
HCM
21
Hollencrest Capital Management
California
$7.36M
SVCP
22
Silicon Valley Capital Partners
California
$6.84M -$36.5K -609 -0.5%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$6.75M +$523K +8,737 +9%
Wells Fargo
24
Wells Fargo
California
$6.29M +$1.03M +17,261 +20%
UBS Group
25
UBS Group
Switzerland
$5.89M +$361K +6,030 +7%