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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

236 hedge funds and large institutions have $808M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
3.72%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
41
Increased
75
Reduced
66
Closed
23
Calls
$633K
Puts
$140K
Net Calls
+$493K
Net Calls Change
+$614K

Top Buyers

1
HCA
1
Heck Capital Advisors
Wisconsin
$10M
2
EL
2
EQ LLC
Washington
$10.6M
3
SFS
3
Sowell Financial Services
Arkansas
$6.13M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$55.5M
5
KCM
5
KM Capital Management
Texas
$6.67M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$819K
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$13.1M
3
RIG
3
Ramiah Investment Group
Wisconsin
$0
4
FWA
4
FOCUS Wealth Advisors
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GWMIA
226
Global Wealth Management Investment Advisory
Florida
$5.95K 110 +110 New
GFPC
227
Global Financial Private Client
Florida
$4.94K 91 – –
CCM
228
Chilton Capital Management
Texas
$4.87K 90 – –
SIS
229
Sound Income Strategies
Florida
$3.79K 70 – –
AssetMark Inc
230
AssetMark Inc
California
$3.03K 56 – –
FFL
231
Financial Freedom LLC
Ohio
$2.28K 42 +42 New
GEA
232
Glen Eagle Advisors
New Jersey
$2.01K 38 +38 New
HCM
233
Horrell Capital Management
Arkansas
$2K 40 – –
FBC
234
Fairfield, Bush & Co
Connecticut
$1.62K 30 +30 New
IPW
235
Impact Partnership Wealth
Georgia
$1.19K 22 +22 New
CWP
236
Concord Wealth Partners
Virginia
$1.19K 22 +22 New
TAM
237
Tucker Asset Management
Colorado
$595 11 +11 New
RIG
238
Ramiah Investment Group
Wisconsin
– – -184,512 Closed
FWA
239
FOCUS Wealth Advisors
Texas
– – -151,583 Closed
SS
240
Simplicity Solutions
Minnesota
– – -56,512 Closed
Goldman Sachs
241
Goldman Sachs
New York
– – -23,354 Closed
RL
242
Retireful LLC
Michigan
– – -17,737 Closed
SOS
243
Silver Oak Securities
Tennessee
– – -16,459 Closed
AAS
244
Ameritas Advisory Services
Nebraska
– – -8,943 Closed
LWMNY
245
Landmark Wealth Management (New York)
New York
– – -7,812 Closed
FFM
246
Forum Financial Management
Illinois
– – -7,365 Closed
Truist Financial
247
Truist Financial
North Carolina
– – -6,980 Closed
GAM
248
Grandview Asset Management
Pennsylvania
– – -5,813 Closed
DFG
249
Delta Financial Group
New Jersey
– – -5,710 Closed
CAC
250
Certified Advisory Corp
Florida
– – -5,701 Closed
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