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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
HNB
276
Huntington National Bank
Ohio
$297K
LDB
277
Lee, Danner & Bass
Tennessee
$297K
SWM
278
Selective Wealth Management
Virginia
$294K +$91 +1 +0%
PVI
279
Pine Valley Investments
New Jersey
$291K +$364 +4 +0.1%
FIA
280
Foundations Investment Advisors
Arizona
$291K -$92.8K -1,020 -24%
ACM
281
Andina Capital Management
Utah
$288K +$57.9K +636 +25%
NHC
282
Nicholas Hoffman & Company
Georgia
$282K +$280K +3,081 New
FF
283
Foronjy Financial
California
$277K +$30.1K +331 +12%
RWA
284
River Wealth Advisors
Pennsylvania
$276K
SIS
285
Sound Income Strategies
Florida
$274K
SAM
286
SP Asset Management
California
$274K +$455 +5 +0.2%
CL
287
Choreo LLC
Illinois
$272K +$273 +3 +0.1%
BFG
288
Bouchey Financial Group
New York
$268K
PWA
289
Principia Wealth Advisory
Texas
$267K -$88.5K -972 -25%
PMFA
290
Plante Moran Financial Advisors
Michigan
$258K
CW
291
CreativeOne Wealth
Kansas
$258K +$455 +5 +0.2%
WWM
292
Western Wealth Management
Colorado
$256K +$4.55K +50 +2%
Truist Financial
293
Truist Financial
North Carolina
$256K +$6.1K +67 +2%
SWM
294
Silverlake Wealth Management
Vermont
$254K +$36.1K +397 +17%
IWC
295
Integrated Wealth Concepts
Massachusetts
$250K -$282K -3,103 -53%
SIA
296
Spectrum Investment Advisors
Wisconsin
$249K +$248K +2,726 New
SFA
297
Sequoia Financial Advisors
Ohio
$249K +$3.82K +42 +2%
SOS
298
Silver Oak Securities
Tennessee
$247K -$2.06M -22,633 -89%
MW
299
Maia Wealth
Colorado
$246K
TCM
300
Traynor Capital Management
Pennsylvania
$244K -$171K -1,883 -41%