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Fidelity Nasdaq Composite Index ETF

377 hedge funds and large institutions have $1.63B 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:

0.49% less ownership

Funds ownership: 18.67%18.18% (-0.49%)

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
377
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
Corient Private Wealth
151
Corient Private Wealth
Florida
$921K
MG
152
Mather Group
Illinois
$918K
CWA
153
Canvas Wealth Advisors
Kansas
$910K
PCMU
154
Paragon Capital Management (Utah)
Utah
$903K
KIA
155
KCM Investment Advisors
California
$888K
PFS
156
Prospera Financial Services
Texas
$873K
HF
157
HRT Financial
New York
$862K
SA
158
Sovran Advisors
California
$833K
IFWM
159
Institute for Wealth Management
Colorado
$824K
WAAG
160
Wealth Alliance Advisory Group
Kansas
$823K
SAM
161
Secure Asset Management
Michigan
$812K
NEWAS
162
N.E.W. Advisory Services
Wisconsin
$808K
GRP
163
Global Retirement Partners
California
$790K
DWP
164
Daymark Wealth Partners
Ohio
$780K
AWM
165
Avior Wealth Management
Nebraska
$767K
WWA
166
Wisconsin Wealth Advisors
Wisconsin
$749K
BAAM
167
Baker Avenue Asset Management
California
$732K
GWM
168
Greenhouse Wealth Management
Connecticut
$725K
GAM
169
Grandview Asset Management
Pennsylvania
$712K
BFA
170
Beaumont Financial Advisors
Massachusetts
$688K
MCM
171
MAI Capital Management
Ohio
$682K
SWA
172
Serenus Wealth Advisors
California
$663K
RRA
173
Round Rock Advisors
Connecticut
$646K
EFG
174
Ethos Financial Group
Pennsylvania
$645K
SF
175
Summit Financial
New Jersey
$640K