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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
NFG
326
Northbridge Financial Group
Florida
$205K +$204K +2,241 New
CA
327
CoreCap Advisors
Michigan
$204K -$13.5K -148 -6%
SWA
328
Stratos Wealth Advisors
Ohio
$201K +$201K +2,203 New
Kayne Anderson Rudnick Investment Management
329
Kayne Anderson Rudnick Investment Management
California
$195K -$152K -1,665 -44%
BBHC
330
Brown Brothers Harriman & Co
New York
$192K
WIM
331
Westside Investment Management
California
$165K
CW
332
Curio Wealth
Maryland
$162K
LFG
333
Larson Financial Group
Missouri
$144K -$21.6K -237 -13%
AF
334
Allworth Financial
California
$140K
DWM
335
Darwin Wealth Management
Florida
$99K
AWM
336
Abound Wealth Management
Tennessee
$92.8K +$1.91K +21 +2%
GAFA
337
Garton & Associates Financial Advisors
Kentucky
$89.7K +$89.3K +981 New
CFD
338
Creative Financial Designs
Indiana
$88.7K
CAL
339
Capital Advisors Ltd
Ohio
$88K
KA
340
Kozak & Associates
Colorado
$84.5K +$182 +2 +0.2%
PTC
341
Private Trust Company
Ohio
$81.3K
JWM
342
Jessup Wealth Management
Ohio
$75.8K +$75.5K +829 New
NSG
343
Nalls Sherbakoff Group
Tennessee
$73.1K
CFM
344
Cornerstone Financial Management
Massachusetts
$68.9K +$68.6K +754 New
GWM
345
Geneos Wealth Management
Colorado
$61.6K
AIC
346
Archer Investment Corporation
Indiana
$61.2K
SIC
347
SJS Investment Consulting
Ohio
$60.3K
AssetMark Inc
348
AssetMark Inc
California
$57.5K +$11.3K +124 +25%
PWMG
349
Private Wealth Management Group
New Jersey
$57.1K
CTC
350
Central Trust Company
Missouri
$53.1K