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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
Northern Trust
126
Northern Trust
Illinois
$979K +$603K +8,075 +128%
LA
127
Lane & Associates
New Jersey
$954K +$18.3K +245 +2%
IA
128
IFP Advisors
Florida
$946K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$941K +$140K +1,874 +16%
MGIA
130
Moneta Group Investment Advisors
Missouri
$923K +$91.8K +1,230 +10%
D
131
Dentgroup
Louisiana
$878K +$669K +8,966 +228%
RI
132
Ridgewood Investments
New Jersey
$871K -$67.2K -900 -7%
SPIA
133
Steward Partners Investment Advisory
New York
$869K -$16.9M -225,991 -95%
AWM
134
Avondale Wealth Management
Texas
$838K -$123K -1,646 -12%
HI
135
Harbour Investments
Wisconsin
$832K +$597 +8 +0.1%
VAM
136
Verity Asset Management
North Carolina
$831K +$425K +5,701 +88%
SW
137
SteelPeak Wealth
California
$805K +$151K +2,024 +21%
CWM
138
Congress Wealth Management
Massachusetts
$797K +$852K +11,420 New
BTWM
139
Brass Tax Wealth Management
Ohio
$784K +$26K +349 +3%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$782K -$80.1K -1,073 -9%
PA
141
Procyon Advisors
Connecticut
$774K
RIA
142
Regal Investment Advisors
Michigan
$767K -$13.7K -183 -2%
TCM
143
Tradewinds Capital Management
Washington
$767K +$1.04K +14 +0.1%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$741K +$24K +321 +3%
SWA
145
Strategies Wealth Advisors
Michigan
$722K -$37.3K -500 -4%
IFWM
146
Institute for Wealth Management
Colorado
$717K +$786K +10,538 New
PSF
147
Pacific Sun Financial
California
$715K -$17.9K -240 -2%
SIC
148
Sterling Investment Counsel
New York
$712K +$781K +10,462 New
PCMU
149
Paragon Capital Management (Utah)
Utah
$709K -$10.3K -138 -1%
SA
150
Sanctuary Advisors
Indiana
$706K -$12.8K -172 -2%