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Fidelity Nasdaq Composite Index ETF

332 hedge funds and large institutions have $1.25B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $653K | Put options by funds: $273K

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

0.23% more ownership

Funds ownership: 18.2%18.43% (+0.23%)

7% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 104

1% less funds holding

Funds holding: 336332 (-4)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

9% less capital invested

Capital invested by funds: $1.37B → $1.25B (-$126M)

Holders
332
Holders Change
-4
Holders Change %
-1.19%
% of All Funds
4.45%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
41
Increased
97
Reduced
104
Closed
38
Calls
$653K
Puts
$273K
Net Calls
+$380K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
326
Bogart Wealth LLC
Virginia
$2.65K +$2.91K +39 New
LCM
327
Logan Capital Management
Pennsylvania
$2.31K
RIL
328
Rothschild Investment LLC
Illinois
$1.97K
FP
329
Financial Perspectives
Minnesota
$1.63K
S
330
SignatureFD
Georgia
$1.42K
S
331
Sachetta
Massachusetts
$273 -$149 -2 -33%
RTL
332
Red Tortoise LLC
Georgia
$147 -$40.4K -541 -100%
CAM
333
Creekmur Asset Management
Illinois
$66
PWM
334
Parkworth Wealth Management
California
$18
EL
335
EQ LLC
Washington
-$13.5M -177,966 Closed
ECA
336
Elevation Capital Advisory
Oregon
-$10.5M -138,678 Closed
WQ
337
Wealth Quarterback
New Jersey
-$5.84M -76,741 Closed
FIA
338
Foundations Investment Advisors
Arizona
-$2.47M -32,520 Closed
Renaissance Technologies
339
Renaissance Technologies
New York
-$1.81M -23,800 Closed
IWN
340
Independent Wealth Network
Iowa
-$1.76M -23,161 Closed
Goldman Sachs
341
Goldman Sachs
New York
-$1.48M -19,406 Closed
HH
342
HWG Holdings
Texas
-$1.38M -18,171 Closed
FUBT
343
First United Bank & Trust
Maryland
-$999K -13,130 Closed
AllianceBernstein
344
AllianceBernstein
Tennessee
-$982K -12,907 Closed
HAM
345
Harmony Asset Management
Arizona
-$859K -11,297 Closed
IAA
346
Independent Advisor Alliance
North Carolina
-$728K -9,567 Closed
GWM
347
Greenhouse Wealth Management
Connecticut
-$618K -8,130 Closed
Janney Montgomery Scott
348
Janney Montgomery Scott
Pennsylvania
-$478K -6,287 Closed
FFN
349
Focus Financial Network
Minnesota
-$400K -5,253 Closed
AT
350
American Trust
Kentucky
-$399K -5,243 Closed