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Fidelity Nasdaq Composite Index ETF

375 hedge funds and large institutions have $1.62B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 111 increasing their positions, 122 reducing their positions, and 24 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

Funds holding:

0.51% less ownership

Funds ownership: 18.67%18.17% (-0.51%)

9% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 122

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
375
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.24M
Puts
$446K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
151
Mather Group
Illinois
$918K
CWA
152
Canvas Wealth Advisors
Kansas
$910K
PCMU
153
Paragon Capital Management (Utah)
Utah
$903K
KIA
154
KCM Investment Advisors
California
$888K
PFS
155
Prospera Financial Services
Texas
$873K
HF
156
HRT Financial
New York
$862K
SA
157
Sovran Advisors
California
$833K
IFWM
158
Institute for Wealth Management
Colorado
$824K
WAAG
159
Wealth Alliance Advisory Group
Kansas
$823K
SAM
160
Secure Asset Management
Michigan
$812K
NEWAS
161
N.E.W. Advisory Services
Wisconsin
$808K
GRP
162
Global Retirement Partners
California
$790K
DWP
163
Daymark Wealth Partners
Ohio
$780K
AWM
164
Avior Wealth Management
Nebraska
$767K
WWA
165
Wisconsin Wealth Advisors
Wisconsin
$749K
BAAM
166
Baker Avenue Asset Management
California
$732K
GWM
167
Greenhouse Wealth Management
Connecticut
$725K
GAM
168
Grandview Asset Management
Pennsylvania
$712K
BFA
169
Beaumont Financial Advisors
Massachusetts
$688K
MCM
170
MAI Capital Management
Ohio
$682K
SWA
171
Serenus Wealth Advisors
California
$663K
RRA
172
Round Rock Advisors
Connecticut
$646K
EFG
173
Ethos Financial Group
Pennsylvania
$645K
SF
174
Summit Financial
New Jersey
$640K
CWM
175
Calamos Wealth Management
Illinois
$637K