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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
USCWA
101
U.S. Capital Wealth Advisors
Texas
$2.49M -$473K -5,200 -16%
MGIA
102
Moneta Group Investment Advisors
Missouri
$2.48M -$4.73K -52 -0.2%
Jane Street
103
Jane Street
New York
$2.31M +$537K +5,900 +30%
PAS
104
PKS Advisory Services
New York
$2.23M -$280K -3,071 -11%
BI
105
Beckerman Institutional
New Jersey
$2.18M
DWP
106
Destiny Wealth Partners
Florida
$2.12M
PFGIA
107
Patriot Financial Group Insurance Agency
Massachusetts
$2.12M +$240K +2,637 +13%
Brown Advisory
108
Brown Advisory
Maryland
$2.1M -$91 -1 -0%
UCFA
109
United Capital Financial Advisors
Texas
$2.1M +$2.09M +22,940 New
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$2.09M +$226K +2,482 +12%
MWM
111
Mission Wealth Management
California
$2.07M +$50.8K +558 +3%
CL
112
CVFG LLC
Indiana
$2.07M +$137K +1,500 +7%
WMA
113
Wealth Management Associates
New Jersey
$2.05M -$55K -604 -3%
BCI
114
Brinker Capital Investments
Pennsylvania
$1.99M +$33.9K +372 +2%
DWM
115
Defined Wealth Management
Oregon
$1.95M -$20.5K -225 -1%
Cerity Partners
116
Cerity Partners
New York
$1.94M -$14.3K -157 -0.7%
PAG
117
Private Advisor Group
New Jersey
$1.8M -$19K -209 -1%
HBT
118
Hills Bank & Trust
Iowa
$1.74M +$7.19K +79 +0.4%
AQR Capital Management
119
AQR Capital Management
Connecticut
$1.72M +$1.14M +12,479 +195%
HSWS
120
Higgins & Schmidt Wealth Strategies
Colorado
$1.71M -$67.5K -741 -4%
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$1.71M +$91 +1 +0%
QCM
122
Quantinno Capital Management
New York
$1.66M +$382K +4,199 +30%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$1.62M +$70.7K +777 +5%
Neuberger Berman Group
124
Neuberger Berman Group
New York
$1.59M +$1.58M +17,342 New
FFG
125
Fortune Financial Group
Florida
$1.57M +$1.37M +15,050 New