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Fidelity Nasdaq Composite Index ETF

358 hedge funds and large institutions have $1.48B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 115 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+30
Holders Change %
+9.15%
% of All Funds
4.8%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
62
Increased
115
Reduced
98
Closed
27
Calls
$1.6M
Puts
$449K
Net Calls
+$1.15M
Net Calls Change
+$773K
Name Holding Trade Value Shares
Change
Shares
Change %
DWP
101
Destiny Wealth Partners
Florida
$1.83M
AF
102
Apexium Financial
Texas
$1.78M +$9.93K +124 +0.6%
MWM
103
Mission Wealth Management
California
$1.78M -$19.9K -249 -1%
Cerity Partners
104
Cerity Partners
New York
$1.78M -$21.7K -271 -1%
BCI
105
Brinker Capital Investments
Pennsylvania
$1.77M -$363K -4,526 -17%
CWA
106
Canvas Wealth Advisors
Kansas
$1.76M -$248K -2,974 -12%
WMA
107
Wealth Management Associates
New Jersey
$1.75M -$30K -374 -2%
DWM
108
Defined Wealth Management
Oregon
$1.74M -$14.3K -179 -0.8%
WCM
109
WealthTrak Capital Management
Virginia
$1.73M +$2.8K +35 +0.2%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$1.73M +$272K +3,363 +19%
CL
111
CVFG LLC
Indiana
$1.66M +$258K +3,225 +18%
PWA
112
Principia Wealth Advisory
Texas
$1.63M +$1.63M +20,366 New
HFA
113
Hershey Financial Advisers
Pennsylvania
$1.61M +$1.61M +20,140 New
PAG
114
Private Advisor Group
New Jersey
$1.58M -$39.2K -490 -2%
HSWS
115
Higgins & Schmidt Wealth Strategies
Colorado
$1.56M -$59.8K -747 -4%
CIBC Private Wealth Group
116
CIBC Private Wealth Group
Georgia
$1.52M -$643K -8,025 -30%
BPA
117
Beacon Pointe Advisors
California
$1.51M
LAS
118
Lloyd Advisory Services
Georgia
$1.41M +$1.41M +17,648 New
AAS
119
Avantax Advisory Services
Texas
$1.35M +$540K +6,736 +66%
BTWM
120
Brass Tax Wealth Management
Ohio
$1.35M +$427K +5,330 +46%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$1.33M +$219K +2,735 +20%
HNB
122
Hilltop National Bank
Wyoming
$1.32M +$1.32M +16,534 New
D
123
Dentgroup
Louisiana
$1.31M +$277K +3,459 +27%
SWM
124
Sentinel Wealth Management
Virginia
$1.3M +$1.3M +16,240 New
SWP
125
Stratos Wealth Partners
Ohio
$1.28M -$244K -3,052 -16%