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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
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$15.2M -$1.23M -13,518 -8%
HighTower Advisors
27
HighTower Advisors
Illinois
$15M -$2.17M -23,865 -13%
CPSAC
28
Chas P. Smith & Associates (CPS)
Florida
$13.8M +$2.17M +23,794 +19%
Two Sigma Investments
29
Two Sigma Investments
New York
$12.9M -$6.56M -72,100 -34%
CFS
30
Commonwealth Financial Services
West Virginia
$12.5M -$37K -406 -0.3%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$12.1M +$969K +10,646 +9%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9M -$1.98M -21,700 -15%
Raymond James Financial
33
Raymond James Financial
Florida
$10.9M +$83K +912 +0.8%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$10.9M +$347K +3,815 +3%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$10.6M +$1.74M +19,101 +20%
JA
36
JVL Associates
Michigan
$10.4M -$235K -2,584 -2%
SVCP
37
Silicon Valley Capital Partners
California
$10.2M -$285K -3,128 -3%
ACA
38
Aptus Capital Advisors
Alabama
$9.68M -$297K -3,263 -3%
GWANC
39
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.5M -$295K -3,244 -3%
Stifel Financial
40
Stifel Financial
Missouri
$9.34M -$4.07M -44,726 -30%
Mariner
41
Mariner
Kansas
$8.78M +$31.5K +346 +0.4%
Wells Fargo
42
Wells Fargo
California
$8.72M -$128K -1,410 -1%
JP Morgan Chase
43
JP Morgan Chase
New York
$8.62M -$1.86M -20,480 -18%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$8.47M -$209K -2,300 -2%
HIA
45
Harvest Investment Advisors
Florida
$7.51M +$7.48M +82,214 New
AWM
46
AE Wealth Management
Kansas
$7.5M +$524K +5,756 +8%
PS
47
Portfolio Strategies
New York
$7.13M -$458K -5,033 -6%
AFG
48
Arkansas Financial Group
Arkansas
$6.89M +$2.22M +24,402 +48%
SPC
49
Sigma Planning Corp
Michigan
$6.36M +$174K +1,909 +3%
SWM
50
Spire Wealth Management
Virginia
$6.32M -$226K -2,486 -3%