We are live on ! Find out more
ONEQ icon

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
AFG
251
Albion Financial Group
Utah
$364K +$7.92K +87 +2%
AIP
252
Ameritas Investment Partners
Nebraska
$363K -$6.1K -67 -2%
B
253
Bailard
California
$359K
DC
254
Davenport & Co
Virginia
$352K +$182 +2 +0.1%
Pathstone Holdings
255
Pathstone Holdings
New Jersey
$347K
BST
256
Bath Savings Trust
Maine
$341K
RFP
257
Root Financial Partners
California
$336K +$19.8K +218 +6%
LA
258
Latitude Advisors
Florida
$336K +$51K +560 +18%
CWG
259
Cornerstone Wealth Group
North Carolina
$333K
CI
260
CPR Investments
Michigan
$332K -$34.9K -383 -10%
KFI
261
Key Financial Inc
Pennsylvania
$328K -$19.9K -219 -6%
DKCM
262
Davidson Kahn Capital Management
California
$327K +$182 +2 +0.1%
LSPW
263
Lake Street Private Wealth
Illinois
$326K +$455 +5 +0.1%
MFG
264
Merit Financial Group
Georgia
$325K +$59.1K +649 +22%
US Bancorp
265
US Bancorp
Minnesota
$321K +$37.1K +408 +13%
PWC
266
Pathfinder Wealth Consulting
North Carolina
$315K +$314K +3,445 New
MT
267
Midwest Trust
Kansas
$309K
ZIM
268
Zacks Investment Management
Illinois
$309K -$81.6K -896 -21%
WMS
269
Wealth Management Strategies
Pennsylvania
$308K +$455 +5 +0.1%
CIA
270
Cape Investment Advisory
Georgia
$308K +$307K +3,368 New
CAM
271
Clark Asset Management
New Hampshire
$307K -$20K -220 -6%
BlackRock
272
BlackRock
New York
$307K +$165K +1,809 +117%
AI
273
Auour Investments
Massachusetts
$304K
HCM
274
Hengehold Capital Management
Ohio
$303K +$455 +5 +0.2%
EPI
275
Eddie Patel Inc
Illinois
$302K +$301K +3,305 New