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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
SS
51
Sunbelt Securities
Texas
$6.22M +$358K +3,928 +6%
KL
52
Keenan LLC
Massachusetts
$6.08M +$6.06M +66,541 New
HSWM
53
Hubbell Strickland Wealth Management
Louisiana
$5.4M +$902K +9,912 +20%
LWA
54
Lineweaver Wealth Advisors
Ohio
$5.36M -$10.7K -117 -0.2%
AIC
55
Ayalon Insurance Company
Israel
$5.28M
Creative Planning
56
Creative Planning
Kansas
$5.28M +$316K +3,472 +6%
AIA
57
AssuredPartners Investment Advisors
Florida
$5.27M +$4.17M +45,798 +386%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$5.22M +$162K +1,783 +3%
CWM
59
Cornerstone Wealth Management
Missouri
$5.21M +$6.19K +68 +0.1%
SCA
60
Snowden Capital Advisors
New York
$5.02M +$45.8K +503 +0.9%
PCIA
61
Prime Capital Investment Advisors
Kansas
$4.88M -$969K -10,643 -17%
PCWA
62
Pacific Capital Wealth Advisors
California
$4.88M
BDWCC
63
B&D White Capital Company
Texas
$4.87M +$3.46K +38 +0.1%
MC
64
Moors & Cabot
Massachusetts
$4.45M
CPCP
65
Cedar Point Capital Partners
Iowa
$4.43M +$310K +3,405 +8%
EH
66
Equitable Holdings
New York
$4.16M +$57.4K +631 +1%
PFA
67
Pinnacle Family Advisors
Missouri
$4.15M +$29.2K +321 +0.7%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$4.02M +$1.49M +16,417 +59%
MCC
69
Money Concepts Capital
Florida
$3.96M +$225K +2,467 +6%
SB
70
Strategic Blueprint
Georgia
$3.96M +$293K +3,217 +8%
BNMT
71
Bawa N Mallick Trust
New York
$3.93M
MIFH
72
Migdal Insurance & Financial Holdings
Israel
$3.88M -$590K -6,483 -13%
IP
73
Indivisible Partners
Florida
$3.83M +$3.81M +41,897 New
GWP
74
Gateway Wealth Partners
Wisconsin
$3.81M +$15.1K +166 +0.4%
EL
75
EQ LLC
Washington
$3.8M -$7.5M -82,373 -66%