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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
GIA
301
GHP Investment Advisors
Colorado
$244K
TMWM
302
Taylor & Morgan Wealth Management
Michigan
$244K
EWA
303
ERTS Wealth Advisors
Michigan
$239K +$273 +3 +0.1%
VFPW
304
Vantage Financial Partners (Wisconsin)
Wisconsin
$238K -$91.2K -1,002 -28%
IC
305
Inscription Capital
Texas
$235K +$91 +1 +0%
VAM
306
Verity Asset Management
North Carolina
$234K -$308K -3,388 -57%
CTA
307
Colonial Trust Advisors
South Carolina
$234K
BCA
308
Bay Colony Advisors
Massachusetts
$234K -$315K -3,458 -57%
RRA
309
Round Rock Advisors
Connecticut
$233K -$427K -4,695 -65%
SCM
310
SB Capital Management
California
$233K +$232K +2,550 New
MLL
311
Moody Lynn & Lieberson
Massachusetts
$230K -$27.3K -300 -11%
TSS
312
Two Sigma Securities
New York
$229K +$228K +2,507 New
AAS
313
Annex Advisory Services
Wisconsin
$229K -$39.1K -430 -15%
VT
314
Vise Technologies
New York
$227K +$226K +2,482 New
OBWG
315
Onyx Bridge Wealth Group
New York
$224K +$4.55K +50 +2%
FIC
316
Family Investment Center
Missouri
$218K
GVAG
317
Great Valley Advisor Group
Delaware
$216K -$4.48M -49,236 -95%
IFG
318
Independent Financial Group
California
$216K -$44.7K -491 -17%
AWM
319
Arista Wealth Management
Nevada
$213K +$213K +2,336 New
GI
320
GAMMA Investing
California
$213K
NI
321
NFC Investments
Tennessee
$213K
EFS
322
Essex Financial Services
Connecticut
$213K
WC
323
Waterloo Capital
Texas
$208K
KWM
324
Kingsview Wealth Management
Oregon
$208K +$546 +6 +0.3%
LCM
325
LVM Capital Management
Michigan
$208K