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Fidelity Nasdaq Composite Index ETF

360 hedge funds and large institutions have $1.51B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 100 reducing their positions, and 28 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 in top 10

Funds holding in top 10:

14% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 100

9% more funds holding

Funds holding: 329360 (+31)

0.3% more ownership

Funds ownership: 18.38%18.68% (+0.3%)

Holders
360
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.6M
Puts
$449K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
151
Institute for Wealth Management
Colorado
$844K
PSF
152
Pacific Sun Financial
California
$842K
PCMU
153
Paragon Capital Management (Utah)
Utah
$836K
MG
154
Mather Group
Illinois
$825K
KIA
155
KCM Investment Advisors
California
$798K
Vontobel Holding
156
Vontobel Holding
Switzerland
$784K
PFS
157
Prospera Financial Services
Texas
$783K
WAAG
158
Wealth Alliance Advisory Group
Kansas
$781K
SXL
159
Summit X LLC
Missouri
$761K
DWP
160
Daymark Wealth Partners
Ohio
$742K
EWA
161
EP Wealth Advisors
California
$742K
SA
162
Sanctuary Advisors
Indiana
$740K
SAM
163
Secure Asset Management
Michigan
$726K
NEWAS
164
N.E.W. Advisory Services
Wisconsin
$726K
SA
165
Sovran Advisors
California
$722K
AWM
166
Avior Wealth Management
Nebraska
$719K
GRP
167
Global Retirement Partners
California
$712K
Corient Private Wealth
168
Corient Private Wealth
Florida
$688K
GAM
169
Grandview Asset Management
Pennsylvania
$649K
GWM
170
Greenhouse Wealth Management
Connecticut
$648K
BFA
171
Beaumont Financial Advisors
Massachusetts
$619K
MCM
172
MAI Capital Management
Ohio
$613K
RRA
173
Round Rock Advisors
Connecticut
$610K
SWA
174
Serenus Wealth Advisors
California
$596K
HIP
175
HUB Investment Partners
Texas
$567K