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Fidelity Nasdaq Composite Index ETF

328 hedge funds and large institutions have $1.24B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-7
Holders Change %
-2.09%
% of All Funds
4.46%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
40
Increased
96
Reduced
103
Closed
37
Calls
$653K
Puts
$273K
Net Calls
+$380K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Shares
Change %
VFPW
226
Vantage Financial Partners (Wisconsin)
Wisconsin
$247K -$4.49K -66 -2%
FIC
227
Family Investment Center
Missouri
$247K -$10.8K -158 -4%
DC
228
Davenport & Co
Virginia
$246K -$18K -264 -7%
SAW
229
Signal Advisors Wealth
Michigan
$244K -$55.5K -815 -19%
FWM
230
Foguth Wealth Management
Michigan
$244K -$14.4K -211 -6%
IC
231
Inscription Capital
Texas
$243K +$243K +3,780 New
TWM
232
Tradition Wealth Management
Minnesota
$242K +$242K +3,559 New
LSPW
233
Lake Street Private Wealth
Illinois
$241K -$37.5K -551 -13%
PI
234
PFG Investments
New York
$241K
BCM
235
Brookstone Capital Management
Illinois
$238K -$173K -2,544 -42%
LWL
236
Leo Wealth LLC
Texas
$231K
FCI
237
Financial Counselors Inc
Kansas
$230K
HNB
238
Huntington National Bank
Ohio
$230K -$263K
AI
239
Auour Investments
Massachusetts
$229K
WMS
240
Wealth Management Strategies
Pennsylvania
$228K +$272 +4 +0.1%
HCM
241
Hengehold Capital Management
Ohio
$225K +$272 +4 +0.1%
WC
242
Waterloo Capital
Texas
$220K +$220K +3,232 New
BAAM
243
Baker Avenue Asset Management
California
$220K -$23.8K -350 -10%
SWM
244
Selective Wealth Management
Virginia
$217K +$66 +1 +0%
TSWM
245
Tyler-Stone Wealth Management
Ohio
$211K
US Bancorp
246
US Bancorp
Minnesota
$211K
BFG
247
Bouchey Financial Group
New York
$210K
Corient Private Wealth
248
Corient Private Wealth
Florida
$209K -$468K -6,881 -69%
BJL
249
Brighton Jones LLC
Washington
$207K -$141K -2,070 -40%
RWA
250
River Wealth Advisors
Pennsylvania
$204K