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Fidelity Nasdaq Composite Index ETF

405 hedge funds and large institutions have $1.98B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 109 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

592% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $210K

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

33% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 109

24% more capital invested

Capital invested by funds: $1.6B → $1.98B (+$384M)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

6% more funds holding

Funds holding: 383405 (+22)

0.89% more ownership

Funds ownership: 17.79%18.69% (+0.89%)

Holders
405
Holders Change
+22
Holders Change %
+5.74%
% of All Funds
4.93%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
57
Increased
145
Reduced
109
Closed
28
Calls
$1.45M
Puts
$210K
Net Calls
+$1.24M
Net Calls Change
+$450K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$1.08M +$32.7K +359 +3%
TWM
152
Tradition Wealth Management
Minnesota
$1.04M
CWA
153
Canvas Wealth Advisors
Kansas
$1M +$74.7K +821 +8%
AWA
154
Arkadios Wealth Advisors
Georgia
$1M +$996K +10,944 New
SW
155
SteelPeak Wealth
California
$991K -$13.6K -149 -1%
TCM
156
Tradewinds Capital Management
Washington
$991K +$1.36K +15 +0.1%
RIA
157
Regal Investment Advisors
Michigan
$977K -$47K -516 -5%
PSF
158
Pacific Sun Financial
California
$959K -$1.82K -20 -0.2%
SIC
159
Sterling Investment Counsel
New York
$956K
GAM
160
Grandview Asset Management
Pennsylvania
$954K +$223K +2,447 +31%
MG
161
Mather Group
Illinois
$942K
SA
162
Sanctuary Advisors
Indiana
$940K +$1.09K +12 +0.1%
TPWA
163
TRUE Private Wealth Advisors
Oregon
$937K +$715K +7,850 +327%
PCMU
164
Paragon Capital Management (Utah)
Utah
$928K +$2.73K +30 +0.3%
TVPW
165
Third View Private Wealth
Connecticut
$914K +$910K +10,000 New
Vontobel Holding
166
Vontobel Holding
Switzerland
$912K -$127K -1,395 -12%
KIA
167
KCM Investment Advisors
California
$911K
BCM
168
Brookstone Capital Management
Illinois
$903K +$404K +4,435 +81%
SVWG
169
Shared Vision Wealth Group
United States
$899K +$307K +3,378 +54%
PFS
170
Prospera Financial Services
Texas
$896K +$1K +11 +0.1%
IFWM
171
Institute for Wealth Management
Colorado
$845K
WAAG
172
Wealth Alliance Advisory Group
Kansas
$844K
SA
173
Sovran Advisors
California
$831K
GRP
174
Global Retirement Partners
California
$829K +$18.7K +205 +2%
NEWAS
175
N.E.W. Advisory Services
Wisconsin
$829K +$364 +4 +0%