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Fidelity Nasdaq Composite Index ETF

332 hedge funds and large institutions have $1.25B invested in Fidelity Nasdaq Composite Index ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 97 increasing their positions, 104 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $653K | Put options by funds: $273K

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

0.23% more ownership

Funds ownership: 18.2%18.43% (+0.23%)

7% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 104

1% less funds holding

Funds holding: 336332 (-4)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

9% less capital invested

Capital invested by funds: $1.37B → $1.25B (-$126M)

Holders
332
Holders Change
-4
Holders Change %
-1.19%
% of All Funds
4.45%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
41
Increased
97
Reduced
104
Closed
38
Calls
$653K
Puts
$273K
Net Calls
+$380K
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$102M +$43.5M +583,401 +64%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$86.1M +$1.01M +13,545 +1%
LPL Financial
3
LPL Financial
California
$73.6M +$181K +2,432 +0.2%
Fisher Asset Management
4
Fisher Asset Management
Washington
$48.1M -$7.7M -103,120 -13%
Wealthfront Advisers
5
Wealthfront Advisers
California
$48M +$5.44M +72,912 +12%
Two Sigma Investments
6
Two Sigma Investments
New York
$46.2M +$16.5M +221,600 +48%
Bank of America
7
Bank of America
North Carolina
$37.2M -$2.46M -33,018 -6%
AIIMS
8
Analyst IMS Investment Management Services
Israel
$34.3M
NRI
9
NFP Retirement Inc
California
$31.1M +$296K +3,960 +0.9%
LGA
10
Lebenthal Global Advisors
New York
$31M +$19.9M +266,843 +141%
HCA
11
Heck Capital Advisors
Wisconsin
$30M +$18.1M +242,186 +122%
KAS
12
Kestra Advisory Services
Texas
$27.6M -$6.37M -85,365 -17%
PWP
13
Prasad Wealth Partners
Ohio
$25.3M +$1.22M +16,328 +5%
JP Morgan Chase
14
JP Morgan Chase
New York
$23.9M -$8.9M -119,323 -25%
LWM
15
LJI Wealth Management
Indiana
$22.6M +$952K +12,762 +4%
Morgan Stanley
16
Morgan Stanley
New York
$21.8M -$3.48M -46,681 -13%
TAM
17
TCP Asset Management
Ohio
$20.3M +$492K +6,591 +2%
CPSAC
18
Chas P. Smith & Associates (CPS)
Florida
$18.2M -$1.31M -17,514 -6%
UBS Group
19
UBS Group
Switzerland
$17M -$5.74M -76,858 -24%
DK
20
David Kennon
Florida
$15.8M -$1.21M -16,207 -7%
MWP
21
Madison Wealth Partners
Wisconsin
$15.7M -$829K -11,105 -5%
HighTower Advisors
22
HighTower Advisors
Illinois
$15.2M -$15.8M -212,370 -49%
Osaic Holdings
23
Osaic Holdings
Arizona
$14.8M -$2.86M -38,363 -15%
Ameriprise
24
Ameriprise
Minnesota
$14.5M +$374K +5,005 +2%
AWM
25
AE Wealth Management
Kansas
$14.3M +$735K +9,847 +5%