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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
DWP
176
Daymark Wealth Partners
Ohio
$784K -$15.5K -170 -2%
AWM
177
Avior Wealth Management
Nebraska
$780K -$6.74K -74 -0.9%
HIP
178
HUB Investment Partners
Texas
$778K -$523K -5,741 -40%
P
179
&Partners
Tennessee
$764K +$471K +5,179 +163%
SW
180
Simplicity Wealth
New Jersey
$745K +$264K +2,899 +55%
GWM
181
Greenhouse Wealth Management
Connecticut
$743K
MWM
182
Modera Wealth Management
New Jersey
$728K +$726K +7,970 New
LWL
183
Leo Wealth LLC
Texas
$727K +$415K +4,563 +135%
BFA
184
Beaumont Financial Advisors
Massachusetts
$706K
BAAM
185
Baker Avenue Asset Management
California
$701K -$48.9K -537 -7%
MCM
186
MAI Capital Management
Ohio
$699K -$1.27K -14 -0.2%
SWA
187
Serenus Wealth Advisors
California
$688K +$8.28K +91 +1%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$686K -$569K -6,254 -45%
ZF
189
Zhang Financial
Michigan
$662K +$659K +7,241 New
CWM
190
Calamos Wealth Management
Illinois
$654K +$910 +10 +0.1%
Northern Trust
191
Northern Trust
Illinois
$634K
FWI
192
Facet Wealth Inc
Maryland
$633K +$6.64K +73 +1%
MA
193
Mutual Advisors
Nebraska
$629K +$455 +5 +0.1%
AT
194
American Trust
Kentucky
$600K +$29.4K +323 +5%
OA
195
Oasis Advisors
Iowa
$596K +$594K +6,521 New
TFS
196
Thoroughbred Financial Services
Tennessee
$586K -$28.9K -318 -5%
LAS
197
Legacy Advisory Services
Pennsylvania
$586K
GIA
198
Gladstone Institutional Advisory
Florida
$567K +$5.83K +64 +1%
YAIA
199
Yanni & Associates Investment Advisors
Pennsylvania
$566K +$563K +6,190 New
VCP
200
Verus Capital Partners
Arizona
$560K +$13.8K +152 +3%