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Fidelity Nasdaq Composite Index ETF

382 hedge funds and large institutions have $1.6B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 124 reducing their positions, and 25 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:

0.94% less ownership

Funds ownership: 18.73%17.79% (-0.94%)

10% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 124

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
382
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
SIC
151
Sterling Investment Counsel
New York
$933K
Corient Private Wealth
152
Corient Private Wealth
Florida
$921K
MG
153
Mather Group
Illinois
$918K
SA
154
Sanctuary Advisors
Indiana
$916K
CWA
155
Canvas Wealth Advisors
Kansas
$910K
PCMU
156
Paragon Capital Management (Utah)
Utah
$903K
KIA
157
KCM Investment Advisors
California
$888K
PFS
158
Prospera Financial Services
Texas
$873K
HF
159
HRT Financial
New York
$862K
SA
160
Sovran Advisors
California
$833K
IFWM
161
Institute for Wealth Management
Colorado
$824K
WAAG
162
Wealth Alliance Advisory Group
Kansas
$823K
SAM
163
Secure Asset Management
Michigan
$812K
NEWAS
164
N.E.W. Advisory Services
Wisconsin
$808K
GRP
165
Global Retirement Partners
California
$790K
DWP
166
Daymark Wealth Partners
Ohio
$780K
AWM
167
Avior Wealth Management
Nebraska
$767K
WWA
168
Wisconsin Wealth Advisors
Wisconsin
$749K
BAAM
169
Baker Avenue Asset Management
California
$732K
GWM
170
Greenhouse Wealth Management
Connecticut
$725K
GAM
171
Grandview Asset Management
Pennsylvania
$712K
BFA
172
Beaumont Financial Advisors
Massachusetts
$688K
MCM
173
MAI Capital Management
Ohio
$682K
SWA
174
Serenus Wealth Advisors
California
$663K
RRA
175
Round Rock Advisors
Connecticut
$646K