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Fidelity Nasdaq Composite Index ETF

377 hedge funds and large institutions have $1.63B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.49% less ownership

Funds ownership: 18.67%18.18% (-0.49%)

9% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 122

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
377
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.24M
Puts
$446K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DKCM
251
Davidson Kahn Capital Management
California
$318K
GF
252
Gimbal Financial
Indiana
$317K
LSPW
253
Lake Street Private Wealth
Illinois
$317K
TGAM
254
TBH Global Asset Management
Tennessee
$311K
RFP
255
Root Financial Partners
California
$308K
LWL
256
Leo Wealth LLC
Texas
$302K
MT
257
Midwest Trust
Kansas
$301K
WMS
258
Wealth Management Strategies
Pennsylvania
$300K
AI
259
Auour Investments
Massachusetts
$297K
HCM
260
Hengehold Capital Management
Ohio
$295K
HNB
261
Huntington National Bank
Ohio
$292K
LDB
262
Lee, Danner & Bass
Tennessee
$290K
SWM
263
Selective Wealth Management
Virginia
$284K
LA
264
Latitude Advisors
Florida
$277K
US Bancorp
265
US Bancorp
Minnesota
$276K
RWA
266
River Wealth Advisors
Pennsylvania
$269K
SIS
267
Sound Income Strategies
Florida
$268K
SAM
268
SP Asset Management
California
$267K
GWMR
269
GC Wealth Management RIA
Massachusetts
$263K
CL
270
Choreo LLC
Illinois
$263K
BFG
271
Bouchey Financial Group
New York
$261K
AAS
272
Annex Advisory Services
Wisconsin
$261K
MFG
273
Merit Financial Group
Georgia
$259K
MW
274
Maia Wealth
Colorado
$257K
PMFA
275
Plante Moran Financial Advisors
Michigan
$252K