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Fidelity Nasdaq Composite Index ETF

328 hedge funds and large institutions have $1.24B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-7
Holders Change %
-2.09%
% of All Funds
4.46%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
40
Increased
96
Reduced
103
Closed
37
Calls
$653K
Puts
$273K
Net Calls
+$380K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
276
Abound Wealth Management
Tennessee
$64.9K -$340 -5 -0.5%
KA
277
Kozak & Associates
Colorado
$59.8K +$66 +1 +0.1%
CWC
278
Carolinas Wealth Consulting
North Carolina
$53.8K +$53.8K +791 New
GM
279
GeoWealth Management
Illinois
$53.7K -$20.5M -301,574 -100%
PTC
280
Private Trust Company
Ohio
$51K
BF
281
BOK Financial
Oklahoma
$45.9K
AIC
282
Archer Investment Corporation
Indiana
$45.6K
SIC
283
SJS Investment Consulting
Ohio
$44.9K
PWMG
284
Private Wealth Management Group
New Jersey
$42.5K +$42.5K +625 New
BCWM
285
Bartlett & Co Wealth Management
Ohio
$40.8K +$40.8K +600 New
CIA
286
Cape Investment Advisory
Georgia
$40.8K +$35.1K +516 +622%
CTC
287
Central Trust Company
Missouri
$39.5K
KFP
288
Keener Financial Planning
Texas
$36K -$16.4K -248 -31%
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$34K
SCA
290
Stuart Chaussee & Associates
California
$33.2K
WA
291
WPG Advisers
Maryland
$32.3K
AssetMark Inc
292
AssetMark Inc
California
$28.9K
IHWM
293
Iron Horse Wealth Management
Iowa
$27.7K +$27.7K +407 New
TWC
294
TD Waterhouse Canada
Ontario, Canada
$27.4K
NFSG
295
Newbridge Financial Services Group
Florida
$27.4K +$4.63K +68 +20%
IAS
296
IMA Advisory Services
Colorado
$25.9K +$25.9K +380 New
BlackRock
297
BlackRock
New York
$23.1K
LFG
298
Larson Financial Group
Missouri
$21.8K -$81.1K -1,192 -79%
Comerica Bank
299
Comerica Bank
Texas
$21.8K
FDW
300
Fourth Dimension Wealth
Ohio
$20.4K +$2.11K +31 +12%