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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
DWP
101
Destiny Wealth Partners
Florida
$1.56M
CWA
102
Canvas Wealth Advisors
Kansas
$1.55M +$798K +10,696 +80%
Cerity Partners
103
Cerity Partners
New York
$1.53M -$453K -6,068 -21%
MWM
104
Mission Wealth Management
California
$1.53M -$157K -2,107 -9%
WMA
105
Wealth Management Associates
New Jersey
$1.51M -$16.3K -219 -1%
AF
106
Apexium Financial
Texas
$1.5M +$1.94K +26 +0.1%
DWM
107
Defined Wealth Management
Oregon
$1.49M -$13.4K -179 -0.8%
WCM
108
WealthTrak Capital Management
Virginia
$1.47M -$58.2K -780 -3%
ICM
109
Islay Capital Management
Texas
$1.44M +$182K +2,443 +13%
HSWS
110
Higgins & Schmidt Wealth Strategies
Colorado
$1.38M -$10.7K -143 -0.7%
PAG
111
Private Advisor Group
New Jersey
$1.38M -$711K -9,529 -32%
HCM
112
Hicks Capital Management
Ohio
$1.31M +$1.44M +19,268 New
SWP
113
Stratos Wealth Partners
Ohio
$1.29M -$65K -871 -4%
BPA
114
Beacon Pointe Advisors
California
$1.28M
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$1.23M -$162K -2,168 -11%
CL
116
CVFG LLC
Indiana
$1.19M -$61.2K -820 -4%
SXL
117
Summit X LLC
Missouri
$1.15M +$665K +8,907 +112%
MC
118
Moors & Cabot
Massachusetts
$1.12M -$17.9K -240 -1%
FFS
119
Flavin Financial Services
Florida
$1.1M -$29.6K -396 -2%
NEWAS
120
N.E.W. Advisory Services
Wisconsin
$1.07M +$484K +6,481 +70%
JWCA
121
J.W. Cole Advisors
Florida
$1.06M -$461K -6,180 -28%
FPGK
122
Financial Partners Group (Kansas)
Kansas
$1.04M +$15.9K +213 +1%
CIAS
123
Capital Investment Advisory Services
North Carolina
$1.04M +$848K +11,364 +287%
UWPG
124
Ullmann Wealth Partners Group
Florida
$1.03M +$224 +3 +0%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$1.02M -$22.3K -299 -2%