We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

332 hedge funds and large institutions have $1.25B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $653K | Put options by funds: $273K

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

0.23% more ownership

Funds ownership: 18.2%18.43% (+0.23%)

7% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 104

1% less funds holding

Funds holding: 336332 (-4)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

9% less capital invested

Capital invested by funds: $1.37B → $1.25B (-$126M)

Holders
332
Holders Change
-4
Holders Change %
-1.19%
% of All Funds
4.45%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
41
Increased
97
Reduced
104
Closed
38
Calls
$653K
Puts
$273K
Net Calls
+$380K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
251
Corient Private Wealth
Florida
$209K -$514K -6,881 -69%
BJL
252
Brighton Jones LLC
Washington
$207K -$154K -2,070 -40%
RWA
253
River Wealth Advisors
Pennsylvania
$204K
SAM
254
SP Asset Management
California
$203K -$149K -1,996 -40%
BCA
255
Bay Colony Advisors
Massachusetts
$202K -$40.7K -546 -16%
SIS
256
Sound Income Strategies
Florida
$202K +$28.6K +383 +15%
CL
257
Choreo LLC
Illinois
$200K +$149 +2 +0.1%
CIA
258
Capital Investment Advisors
Georgia
$200K +$219K +2,940 New
GIA
259
GHP Investment Advisors
Colorado
$182K -$127K -1,702 -39%
CTA
260
Colonial Trust Advisors
South Carolina
$174K
CA
261
CoreCap Advisors
Michigan
$169K +$30.2K +405 +19%
GI
262
GAMMA Investing
California
$159K
BBHC
263
Brown Brothers Harriman & Co
New York
$143K
GWM
264
Geneos Wealth Management
Colorado
$135K +$97.9K +1,312 +195%
Barclays
265
Barclays
United Kingdom
$129K
GWSG
266
GPS Wealth Strategies Group
Colorado
$124K
WIM
267
Westside Investment Management
California
$123K
GWSA
268
Global Wealth Strategies & Associates
Colorado
$123K -$22.4K -300 -14%
SIC
269
Salem Investment Counselors
North Carolina
$119K
WAOTB
270
Wealth Advisors of Tampa Bay
Florida
$111K +$121K +1,624 New
CWM
271
CarsonAllaria Wealth Management
Illinois
$105K +$149 +2 +0.1%
DWM
272
Darwin Wealth Management
Florida
$90K
CFD
273
Creative Financial Designs
Indiana
$88K -$5.15K -69 -5%
AF
274
Allworth Financial
California
$88K -$11.6K -156 -11%
MSG
275
Main Street Group
Virginia
$72.1K