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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
EH
76
Equitable Holdings
New York
$2.58M +$2.47M +33,053 +691%
HSWM
77
Hubbell Strickland Wealth Management
Louisiana
$2.57M +$275K +3,685 +11%
SB
78
Strategic Blueprint
Georgia
$2.53M +$2.34M +31,401 +545%
TYCC
79
Texas Yale Capital Corp
Florida
$2.52M
Baird Financial Group
80
Baird Financial Group
Wisconsin
$2.51M +$56K +750 +2%
AWM
81
Axxcess Wealth Management
California
$2.42M -$17.9K -240 -0.7%
PAS
82
PKS Advisory Services
New York
$2.42M -$92.8K -1,244 -3%
ASN
83
Advisory Services Network
Georgia
$2.23M -$5.38M -72,118 -69%
VPW
84
Variant Private Wealth
Virginia
$2.2M +$2.98K +40 +0.1%
USCWA
85
U.S. Capital Wealth Advisors
Texas
$2.19M +$888K +11,900 +59%
AWM
86
Activest Wealth Management
Florida
$2.11M +$2.32M +31,054 New
MML Investors Services
87
MML Investors Services
Massachusetts
$2.11M +$77.2K +1,034 +3%
SAM
88
Smartleaf Asset Management
Massachusetts
$1.98M +$337K +4,519 +18%
CFS
89
CRA Financial Services
New Jersey
$1.97M +$60.6K +812 +3%
PS
90
Principal Securities
Iowa
$1.88M
SFS
91
Sowell Financial Services
Arkansas
$1.87M +$1.26M +16,892 +160%
KPWS
92
Kestra Private Wealth Services
Texas
$1.84M -$14.3K -192 -0.7%
BCI
93
Brinker Capital Investments
Pennsylvania
$1.81M -$5.82K -78 -0.3%
OPS
94
Orion Portfolio Solutions
Nebraska
$1.81M -$5.82K -78 -0.3%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$1.73M +$460K +6,159 +32%
NA
96
NewEdge Advisors
Louisiana
$1.73M +$314K +4,213 +20%
BI
97
Beckerman Institutional
New Jersey
$1.65M
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$1.63M
PFA
99
Pinnacle Family Advisors
Missouri
$1.58M +$20.3K +272 +1%
Brown Advisory
100
Brown Advisory
Maryland
$1.56M