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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
ICM
126
Islay Capital Management
Texas
$1.53M +$148K +1,621 +11%
HNB
127
Hilltop National Bank
Wyoming
$1.5M
SWM
128
Sentinel Wealth Management
Virginia
$1.48M
SWP
129
Stratos Wealth Partners
Ohio
$1.48M +$28.3K +311 +2%
RA
130
RiverTree Advisors
Florida
$1.48M +$1.47M +16,145 New
BPA
131
Beacon Pointe Advisors
California
$1.44M -$206K -2,268 -13%
FPGK
132
Financial Partners Group (Kansas)
Kansas
$1.4M +$1.64K +18 +0.1%
D
133
Dentgroup
Louisiana
$1.39M -$84.6K -929 -6%
JWCA
134
J.W. Cole Advisors
Florida
$1.38M -$9.38K -103 -0.5%
CCM
135
Ciovacco Capital Management
Georgia
$1.35M +$1.91K +21 +0.1%
KPWG
136
KFA Private Wealth Group
Virginia
$1.33M +$96.9K +1,064 +8%
FFS
137
Flavin Financial Services
Florida
$1.26M -$141K -1,545 -10%
PA
138
Parallel Advisors
California
$1.26M +$34.8K +382 +3%
EDRH
139
Edmond de Rothschild Holding
Switzerland
$1.26M
UWPG
140
Ullmann Wealth Partners Group
Florida
$1.21M
CAG
141
Carroll Advisory Group
Texas
$1.16M +$1.16M +12,744 New
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$1.16M +$19.4K +213 +2%
WWA
143
WCG Wealth Advisors
Nevada
$1.15M -$16.8K -185 -1%
HFA
144
Hershey Financial Advisers
Pennsylvania
$1.14M +$644K +7,073 +132%
AWM
145
Avondale Wealth Management
Texas
$1.13M -$7.65K -84 -0.7%
GIA
146
Goodwin Investment Advisory
Georgia
$1.12M -$277K -3,040 -20%
AAP
147
Arax Advisory Partners
Colorado
$1.11M -$965K -10,600 -48%
PAS
148
Park Avenue Securities
New York
$1.1M +$7.46K +82 +0.7%
SFS
149
Sowell Financial Services
Arkansas
$1.1M +$6.37K +70 +0.6%
EWA
150
EP Wealth Advisors
California
$1.09M +$1.09M +11,921 New