ONEQ icon

Fidelity Nasdaq Composite Index ETF

358 hedge funds and large institutions have $1.48B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 115 increasing their positions, 98 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+30
Holders Change %
+9.15%
% of All Funds
4.8%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
62
Increased
115
Reduced
98
Closed
27
Calls
$1.6M
Puts
$449K
Net Calls
+$1.15M
Net Calls Change
+$773K
Name Holding Trade Value Shares
Change
Shares
Change %
PSF
151
Pacific Sun Financial
California
$842K
PCMU
152
Paragon Capital Management (Utah)
Utah
$836K +$2K +25 +0.2%
MG
153
Mather Group
Illinois
$825K
KIA
154
KCM Investment Advisors
California
$798K
Vontobel Holding
155
Vontobel Holding
Switzerland
$784K +$784K +9,790 New
PFS
156
Prospera Financial Services
Texas
$783K +$783K +9,778 New
WAAG
157
Wealth Alliance Advisory Group
Kansas
$781K
SXL
158
Summit X LLC
Missouri
$761K -$589K -7,353 -44%
DWP
159
Daymark Wealth Partners
Ohio
$742K +$742K +9,264 New
EWA
160
EP Wealth Advisors
California
$742K +$240 +3 +0%
SAM
161
Secure Asset Management
Michigan
$726K
NEWAS
162
N.E.W. Advisory Services
Wisconsin
$726K -$534K -6,663 -42%
SA
163
Sovran Advisors
California
$722K -$54.1K -673 -7%
AWM
164
Avior Wealth Management
Nebraska
$719K -$66.6K -832 -8%
GRP
165
Global Retirement Partners
California
$712K +$712K +8,883 New
Corient Private Wealth
166
Corient Private Wealth
Florida
$688K +$442K +5,521 +180%
GAM
167
Grandview Asset Management
Pennsylvania
$649K +$27.1K +339 +4%
GWM
168
Greenhouse Wealth Management
Connecticut
$648K +$648K +8,130 New
BFA
169
Beaumont Financial Advisors
Massachusetts
$619K -$32K -400 -5%
MCM
170
MAI Capital Management
Ohio
$613K -$2.4K -30 -0.4%
RRA
171
Round Rock Advisors
Connecticut
$610K +$67.7K +845 +12%
SWA
172
Serenus Wealth Advisors
California
$596K
HIP
173
HUB Investment Partners
Texas
$567K
FIM
174
FWL Investment Management
Texas
$560K -$110K -1,369 -16%
VCP
175
Verus Capital Partners
Arizona
$546K -$44.2K -552 -7%