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Fidelity Nasdaq Composite Index ETF

359 hedge funds and large institutions have $1.49B 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, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

16% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 99

9% more funds holding

Funds holding: 328359 (+31)

0.12% more ownership

Funds ownership: 18.37%18.49% (+0.12%)

Holders
359
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.6M
Puts
$449K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
101
Brown Advisory
Maryland
$1.84M
DWP
102
Destiny Wealth Partners
Florida
$1.83M
AF
103
Apexium Financial
Texas
$1.78M
MWM
104
Mission Wealth Management
California
$1.78M
Cerity Partners
105
Cerity Partners
New York
$1.78M
BCI
106
Brinker Capital Investments
Pennsylvania
$1.77M
CWA
107
Canvas Wealth Advisors
Kansas
$1.76M
WMA
108
Wealth Management Associates
New Jersey
$1.75M
DWM
109
Defined Wealth Management
Oregon
$1.74M
WCM
110
WealthTrak Capital Management
Virginia
$1.73M
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$1.73M
CL
112
CVFG LLC
Indiana
$1.66M
PWA
113
Principia Wealth Advisory
Texas
$1.63M
HFA
114
Hershey Financial Advisers
Pennsylvania
$1.61M
PAG
115
Private Advisor Group
New Jersey
$1.58M
HSWS
116
Higgins & Schmidt Wealth Strategies
Colorado
$1.56M
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$1.52M
BPA
118
Beacon Pointe Advisors
California
$1.51M
LAS
119
Lloyd Advisory Services
Georgia
$1.41M
AAS
120
Avantax Advisory Services
Texas
$1.35M
BTWM
121
Brass Tax Wealth Management
Ohio
$1.35M
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$1.33M
HNB
123
Hilltop National Bank
Wyoming
$1.32M
D
124
Dentgroup
Louisiana
$1.31M
SWM
125
Sentinel Wealth Management
Virginia
$1.3M