We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

336 hedge funds and large institutions have $1.37B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

136% more call options, than puts

Call options by funds: $304K | Put options by funds: $129K

19% more capital invested

Capital invested by funds: $1.15B → $1.37B (+$219M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more funds holding

Funds holding: 302336 (+34)

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

1.36% more ownership

Funds ownership: 16.84%18.2% (+1.4%)

Holders
336
Holders Change
+34
Holders Change %
+11.26%
% of All Funds
4.43%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
59
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$95.2M +$9.52M +127,152 +11%
LPL Financial
2
LPL Financial
California
$82.1M +$23.1M +308,242 +40%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$69.7M +$360K +4,807 +0.5%
Fisher Asset Management
4
Fisher Asset Management
Washington
$61.6M -$4.7M -62,825 -7%
Wealthfront Advisers
5
Wealthfront Advisers
California
$48.1M +$6.04M +80,727 +15%
Bank of America
6
Bank of America
North Carolina
$44.1M +$2.57M +34,324 +6%
AIIMS
7
Analyst IMS Investment Management Services
Israel
$38.3M -$32.6K -435 -0.1%
KAS
8
Kestra Advisory Services
Texas
$37.3M +$5.7M +76,211 +18%
JP Morgan Chase
9
JP Morgan Chase
New York
$35.8M +$26.6M +355,951 +311%
Two Sigma Investments
10
Two Sigma Investments
New York
$34.8M +$9.89M +132,100 +41%
NRI
11
NFP Retirement Inc
California
$34.4M -$80.9K -1,081 -0.2%
HighTower Advisors
12
HighTower Advisors
Illinois
$33.1M -$4.8M -64,156 -13%
Morgan Stanley
13
Morgan Stanley
New York
$28M +$2.09M +27,914 +8%
PWP
14
Prasad Wealth Partners
Ohio
$27M +$26.6M +355,038 New
UBS Group
15
UBS Group
Switzerland
$24.8M -$784K -10,476 -3%
LWM
16
LJI Wealth Management
Indiana
$24.2M -$4.34M -58,026 -15%
GM
17
GeoWealth Management
Illinois
$23M +$22.6M +301,472 +33,835%
TAM
18
TCP Asset Management
Ohio
$22.2M +$425K +5,685 +2%
CPSAC
19
Chas P. Smith & Associates (CPS)
Florida
$21.7M -$2.03M -27,117 -9%
Osaic Holdings
20
Osaic Holdings
Arizona
$19.4M +$983K +13,135 +5%
DK
21
David Kennon
Florida
$18.9M -$113K -1,516 -0.6%
MWP
22
Madison Wealth Partners
Wisconsin
$18.4M +$481K +6,423 +3%
SPIA
23
Steward Partners Investment Advisory
New York
$18.2M +$5.55M +74,093 +45%
Ameriprise
24
Ameriprise
Minnesota
$15.8M -$39.7K -530 -0.3%
AWM
25
AE Wealth Management
Kansas
$15.2M -$701K -9,360 -4%