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Fidelity Nasdaq Composite Index ETF

328 hedge funds and large institutions have $1.24B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-7
Holders Change %
-2.09%
% of All Funds
4.46%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
40
Increased
96
Reduced
103
Closed
37
Calls
$653K
Puts
$273K
Net Calls
+$380K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
176
Cresset Asset Management
Illinois
$420K +$408 +6 +0.1%
AA
177
Aufman Associates
Pennsylvania
$414K
DFG
178
Delta Financial Group
New Jersey
$409K
JHCP
179
Jackson Hole Capital Partners
Oklahoma
$393K
SFC
180
Strategic Financial Concepts
Texas
$390K
Empower Advisory Group
181
Empower Advisory Group
Colorado
$389K +$389K +5,720 New
GIA
182
Gladstone Institutional Advisory
Florida
$376K +$106K +1,554 +39%
DIM
183
Delta Investment Management
California
$374K
ML
184
Mayport LLC
Massachusetts
$370K +$136 +2 +0%
JC
185
JB Capital
Connecticut
$366K +$476 +7 +0.1%
VPIM
186
Vanguard Personalized Indexing Management
California
$365K +$365K +5,361 New
COCM
187
Charter Oak Capital Management
New Hampshire
$363K
CAC
188
Certified Advisory Corp
Florida
$356K +$272 +4 +0.1%
SIC
189
Samalin Investment Counsel
New York
$355K -$157K -2,309 -31%
DIA
190
Dana Investment Advisors
Wisconsin
$354K
IWC
191
Integrated Wealth Concepts
Massachusetts
$345K +$35.7K +525 +12%
HF
192
HRT Financial
New York
$344K +$165K +2,433 +92%
SMC
193
Smith, Moore & Co
Missouri
$339K -$31.3K -460 -8%
SWA
194
SOA Wealth Advisors
New York
$339K +$408 +6 +0.1%
AI
195
Accredited Investors
Minnesota
$336K +$12.3K +180 +4%
William Blair & Company
196
William Blair & Company
Illinois
$334K +$70.1K +1,030 +27%
BC
197
Burney Company
Virginia
$328K
FWM
198
Focused Wealth Management
New York
$313K -$15.3K -225 -5%
SC
199
Savant Capital
Illinois
$313K -$6.13K -90 -2%
Pathstone Holdings
200
Pathstone Holdings
New Jersey
$312K +$312K +4,588 New