We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

192 hedge funds and large institutions have $590M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $862K | Put options by funds: $298K

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

25% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 56

19% more capital invested

Capital invested by funds: $497M → $590M (+$92.6M)

2.64% more ownership

Funds ownership: 13.75%16.39% (+2.6%)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

3% less funds holding

Funds holding: 198192 (-6)

Holders
192
Holders Change
-6
Holders Change %
-3.03%
% of All Funds
3.31%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
22
Increased
70
Reduced
56
Closed
24
Calls
$862K
Puts
$298K
Net Calls
+$564K
Net Calls Change
-$860K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$79.4M +$87.9M +1,886,068 +6,198%
LPL Financial
2
LPL Financial
California
$39.2M +$13.6M +292,149 +45%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$37.2M +$3.81M +81,672 +10%
HighTower Advisors
4
HighTower Advisors
Illinois
$31.3M -$1.05M -22,439 -3%
FWM
5
Focused Wealth Management
New York
$24.1M +$7.18M +154,087 +36%
AIIMS
6
Analyst IMS Investment Management Services
Israel
$22.1M +$7.13K +153 +0%
Bank of America
7
Bank of America
North Carolina
$20.3M -$7.73M -165,872 -25%
DWA
8
Divergent Wealth Advisors
Utah
$19.6M -$1.86M -39,933 -8%
CPSAC
9
Chas P. Smith & Associates (CPS)
Florida
$16.9M -$217K -4,650 -1%
UWPG
10
Ullmann Wealth Partners Group
Florida
$16.9M +$2.99M +64,137 +19%
RIA
11
Regal Investment Advisors
Michigan
$16.8M +$4.56M +97,956 +32%
Ameriprise
12
Ameriprise
Minnesota
$16.3M -$3.77M -81,003 -17%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$15.8M -$2.2M -47,192 -11%
AWS
14
Atria Wealth Solutions
New York
$14.2M +$194K +4,158 +1%
MIH
15
Meitav Investment House
Israel
$13.3M +$593K +12,731 +4%
DK
16
David Kennon
Florida
$11.9M +$13.4M +287,510 New
Osaic Holdings
17
Osaic Holdings
Arizona
$11.2M +$1.63M +34,887 +15%
KAS
18
Kestra Advisory Services
Texas
$10M -$3.73M -80,095 -25%
MWP
19
Madison Wealth Partners
Wisconsin
$9.62M +$549K +11,787 +5%
MML Investors Services
20
MML Investors Services
Massachusetts
$8.05M +$7.69M +165,046 +563%
Wealthfront Advisers
21
Wealthfront Advisers
California
$7.56M -$978K -20,986 -10%
Morgan Stanley
22
Morgan Stanley
New York
$7.08M -$172K -3,689 -2%
FWA
23
FOCUS Wealth Advisors
Texas
$6.62M -$7.09M -152,227 -49%
IA
24
IFP Advisors
Florida
$6.05M +$15.7K +337 +2%
AWM
25
AE Wealth Management
Kansas
$5.92M +$6.66M +142,916 New