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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 %
BHWM
301
Beaird Harris Wealth Management
Texas
$19.7K +$19.7K +290 New
TFM
302
TFC Financial Management
Massachusetts
$19.1K
PP
303
Pacifica Partners
Canada
$17.8K
AA
304
Ancora Advisors
Ohio
$17.6K
LI
305
LRI Investments
Florida
$17.1K
CT
306
Colonial Trust
South Carolina
$17K
CIAS
307
CBIZ Investment Advisory Services
Ohio
$14.4K +$14.4K +212 New
CPBTD
308
Central Pacific Bank - Trust Division
Hawaii
$14.2K
RWM
309
Ruedi Wealth Management
Illinois
$13.5K
CFO
310
CVA Family Office
Colorado
$10.2K
AF
311
Abound Financial
California
$10.2K +$10.2K +150 New
DF
312
Dunhill Financial
United Kingdom
$7.37K
AF
313
Advisornet Financial
Minnesota
$6.88K -$366K -5,373 -98%
PWA
314
Physician Wealth Advisors
Utah
$6.81K
GEA
315
Glen Eagle Advisors
New Jersey
$6.51K
GFPC
316
Global Financial Private Client
Florida
$6.19K
UCB
317
United Community Bank
South Carolina
$5.11K
DFA
318
DHJJ Financial Advisors
Illinois
$4.08K
FFL
319
Financial Freedom LLC
Ohio
$3.23K
LWANC
320
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.72K
HCM
321
Horrell Capital Management
Arkansas
$2.72K
BWL
322
Bogart Wealth LLC
Virginia
$2.66K +$2.66K +39 New
LCM
323
Logan Capital Management
Pennsylvania
$2.31K
RIL
324
Rothschild Investment LLC
Illinois
$1.97K
FP
325
Financial Perspectives
Minnesota
$1.63K