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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
AWM
76
Axxcess Wealth Management
California
$3.73M -$42.7K -469 -1%
FWM
77
Focused Wealth Management
New York
$3.7M +$221K +2,425 +6%
MML Investors Services
78
MML Investors Services
Massachusetts
$3.63M +$605K +6,641 +20%
CIAS
79
Capital Investment Advisory Services
North Carolina
$3.59M +$150K +1,645 +4%
RF
80
Roxbury Financial
New Jersey
$3.59M -$36.7K -403 -1%
Bessemer Group
81
Bessemer Group
New Jersey
$3.45M -$9.1K -100 -0.3%
BZWA
82
Blue Zone Wealth Advisors
California
$3.41M +$104K +1,145 +3%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$3.39M +$18.6K +204 +0.6%
TYCC
84
Texas Yale Capital Corp
Florida
$3.38M
SAM
85
Smartleaf Asset Management
Massachusetts
$3.31M +$179K +1,969 +6%
PS
86
Principal Securities
Iowa
$3.27M +$59.9K +658 +2%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$3.23M +$3.22M +35,357 New
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$3.16M -$2.89M -31,727 -48%
HH
89
HWG Holdings
Texas
$3.13M +$20.8K +228 +0.7%
ASN
90
Advisory Services Network
Georgia
$3.05M -$15.3K -168 -0.5%
Corient Private Wealth
91
Corient Private Wealth
Florida
$3M +$8.11M +89,101 +669%
SF
92
Summit Financial
New Jersey
$2.99M +$2.32M +25,485 +355%
Lido Advisors
93
Lido Advisors
California
$2.96M +$44.4K +488 +1%
TWM
94
Trevian Wealth Management
Massachusetts
$2.74M +$2.73M +29,976 New
NA
95
NewEdge Advisors
Louisiana
$2.72M -$396K -4,351 -13%
CFS
96
CRA Financial Services
New Jersey
$2.6M -$20.4K -224 -0.8%
VPW
97
Variant Private Wealth
Virginia
$2.59M -$139K -1,525 -5%
KPWS
98
Kestra Private Wealth Services
Texas
$2.52M -$62.4K -685 -2%
KCM
99
KM Capital Management
Texas
$2.52M -$1.79M -19,686 -42%
IA
100
IFP Advisors
Florida
$2.5M +$1.23M +13,473 +97%