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Fidelity Nasdaq Composite Index ETF

378 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, 112 increasing their positions, 122 reducing their positions, and 25 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: 18.68%18.19% (-0.49%)

8% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 122

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
378
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
CAM
251
Clark Asset Management
New Hampshire
$319K
DKCM
252
Davidson Kahn Capital Management
California
$318K
GF
253
Gimbal Financial
Indiana
$317K
LSPW
254
Lake Street Private Wealth
Illinois
$317K
TGAM
255
TBH Global Asset Management
Tennessee
$311K
RFP
256
Root Financial Partners
California
$308K
LWL
257
Leo Wealth LLC
Texas
$302K
MT
258
Midwest Trust
Kansas
$301K
WMS
259
Wealth Management Strategies
Pennsylvania
$300K
AI
260
Auour Investments
Massachusetts
$297K
HCM
261
Hengehold Capital Management
Ohio
$295K
HNB
262
Huntington National Bank
Ohio
$292K
LDB
263
Lee, Danner & Bass
Tennessee
$290K
SWM
264
Selective Wealth Management
Virginia
$284K
LA
265
Latitude Advisors
Florida
$277K
US Bancorp
266
US Bancorp
Minnesota
$276K
RWA
267
River Wealth Advisors
Pennsylvania
$269K
SIS
268
Sound Income Strategies
Florida
$268K
SAM
269
SP Asset Management
California
$267K
GWMR
270
GC Wealth Management RIA
Massachusetts
$263K
CL
271
Choreo LLC
Illinois
$263K
BFG
272
Bouchey Financial Group
New York
$261K
AAS
273
Annex Advisory Services
Wisconsin
$261K
MFG
274
Merit Financial Group
Georgia
$259K
MW
275
Maia Wealth
Colorado
$257K