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Fidelity Nasdaq Composite Index ETF

405 hedge funds and large institutions have $1.98B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 109 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

592% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $210K

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

33% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 109

24% more capital invested

Capital invested by funds: $1.6B → $1.98B (+$384M)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

6% more funds holding

Funds holding: 383405 (+22)

0.89% more ownership

Funds ownership: 17.79%18.69% (+0.89%)

Holders
405
Holders Change
+22
Holders Change %
+5.74%
% of All Funds
4.93%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
57
Increased
145
Reduced
109
Closed
28
Calls
$1.45M
Puts
$210K
Net Calls
+$1.24M
Net Calls Change
+$450K
Name Holding Trade Value Shares
Change
Change in
Stake
RMS
226
Retirement Management Systems
Maryland
$457K +$455K +5,000 New
SWA
227
SOA Wealth Advisors
New York
$457K +$728 +8 +0.2%
COCM
228
Charter Oak Capital Management
New Hampshire
$454K -$3.28K -36 -0.7%
AA
229
Aufman Associates
Pennsylvania
$454K -$101K -1,108 -18%
BC
230
Burney Company
Virginia
$441K
WIA
231
World Investment Advisors
California
$434K +$432K +4,745 New
IF
232
Ironwood Financial
Arizona
$430K
FIM
233
FWL Investment Management
Texas
$425K -$2.82K -31 -0.7%
AI
234
Accredited Investors
Minnesota
$404K +$2.28K +25 +0.6%
FFA
235
Farther Finance Advisors
California
$404K -$2.73K -30 -0.7%
Empower Advisory Group
236
Empower Advisory Group
Colorado
$401K -$18.2K -200 -4%
MAC
237
Mason & Associates (California)
California
$397K
SFG
238
Seamount Financial Group
Colorado
$396K +$637 +7 +0.2%
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$389K +$91 +1 +0%
EWM
240
Empirical Wealth Management
Washington
$388K -$98.4K -1,081 -20%
PI
241
PFG Investments
New York
$387K +$91 +1 +0%
WCAMG
242
Woodard & Company Asset Management Group
North Carolina
$380K -$4.92K -54 -1%
PFPG
243
Pinnacle Financial Partners (Georgia)
Georgia
$377K +$375K +4,121 New
IA
244
Integrity Alliance
Iowa
$375K +$910 +10 +0.2%
ML
245
Mayport LLC
Massachusetts
$375K
TGAM
246
TBH Global Asset Management
Tennessee
$372K +$53K +582 +17%
SAM
247
Silvercrest Asset Management
New York
$370K
TIAA Trust, National Association
248
TIAA Trust, National Association
North Carolina
$369K -$68.7K -755 -16%
FBT
249
First Bank & Trust
South Dakota
$366K +$19.9K +219 +6%
WA
250
Wealthstar Advisors
Texas
$364K -$59.2K -650 -14%