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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
CWM
51
Cornerstone Wealth Management
Missouri
$4.08M -$93.7K -1,256 -2%
Creative Planning
52
Creative Planning
Kansas
$3.96M +$2.75M +36,848 +172%
AIC
53
Ayalon Insurance Company
Israel
$3.93M
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$3.88M -$15.6K -209 -0.4%
Stifel Financial
55
Stifel Financial
Missouri
$3.72M -$43.4K -581 -1%
PCWA
56
Pacific Capital Wealth Advisors
California
$3.72M
SCA
57
Snowden Capital Advisors
New York
$3.72M -$96.2K -1,289 -2%
GVAG
58
Great Valley Advisor Group
Delaware
$3.66M
BDWCC
59
B&D White Capital Company
Texas
$3.48M +$4.78K +64 +0.1%
Jane Street
60
Jane Street
New York
$3.33M +$3.65M +48,920 New
AFG
61
Arkansas Financial Group
Arkansas
$3.31M +$392K +5,256 +11%
AWS
62
Atria Wealth Solutions
New York
$3.3M -$244K -3,276 -6%
Mariner
63
Mariner
Kansas
$3.27M +$386K +5,176 +12%
MIFH
64
Migdal Insurance & Financial Holdings
Israel
$3.26M +$3.57M +47,867 New
KCM
65
KM Capital Management
Texas
$3.22M -$512K -6,857 -13%
Bessemer Group
66
Bessemer Group
New Jersey
$3.03M +$1.59M +21,280 +92%
SS
67
Sunbelt Securities
Texas
$3.02M -$2.86M -38,307 -46%
Lido Advisors
68
Lido Advisors
California
$2.98M +$1.06M +14,253 +48%
CPCP
69
Cedar Point Capital Partners
Iowa
$2.98M +$40.9K +548 +1%
BNMT
70
Bawa N Mallick Trust
New York
$2.93M
RF
71
Roxbury Financial
New Jersey
$2.9M +$71.3K +956 +3%
GWP
72
Gateway Wealth Partners
Wisconsin
$2.89M -$18.8K -252 -0.6%
MCC
73
Money Concepts Capital
Florida
$2.8M -$138K -1,855 -4%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$2.75M +$95.5K +1,280 +3%
BZWA
75
Blue Zone Wealth Advisors
California
$2.6M -$29.5K -395 -1%