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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
MG
151
Mather Group
Illinois
$701K
AAS
152
Avantax Advisory Services
Texas
$693K +$321K +4,304 +73%
KIA
153
KCM Investment Advisors
California
$678K
OCM
154
One Capital Management
California
$675K
AWM
155
Avior Wealth Management
Nebraska
$668K -$54.4K -729 -7%
WAAG
156
Wealth Alliance Advisory Group
Kansas
$664K -$20.1K -270 -3%
KPWG
157
KFA Private Wealth Group
Virginia
$657K +$720K +9,653 New
EWA
158
EP Wealth Advisors
California
$630K +$116K +1,552 +20%
SA
159
Sovran Advisors
California
$618K -$44.9K -601 -6%
SAM
160
Secure Asset Management
Michigan
$617K
Citadel Advisors
161
Citadel Advisors
Florida
$583K +$640K +8,572 New
EDRH
162
Edmond de Rothschild Holding
Switzerland
$576K +$632K +8,466 New
PA
163
Parallel Advisors
California
$575K +$75 +1 +0%
TFS
164
Thoroughbred Financial Services
Tennessee
$575K
FIM
165
FWL Investment Management
Texas
$569K -$140K -1,872 -18%
BFA
166
Beaumont Financial Advisors
Massachusetts
$553K
GAM
167
Grandview Asset Management
Pennsylvania
$529K +$27.8K +372 +5%
MCM
168
MAI Capital Management
Ohio
$523K -$12.8K -172 -2%
SWA
169
Serenus Wealth Advisors
California
$507K +$555K +7,442 New
IF
170
Ironwood Financial
Arizona
$486K
HIP
171
HUB Investment Partners
Texas
$482K
AQR Capital Management
172
AQR Capital Management
Connecticut
$475K +$521K +6,985 New
VCP
173
Verus Capital Partners
Arizona
$467K -$7.16K -96 -1%
RRA
174
Round Rock Advisors
Connecticut
$460K -$20.5K -275 -4%
YIH
175
Y-Intercept (HK)
Hong Kong
$448K +$491K +6,581 New