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Fidelity Nasdaq Composite Index ETF
ONEQ

302 hedge funds and large institutions have $1.15B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $673K | Put options by funds: $193K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

2% more funds holding

Funds holding: 296 → 302 (+6)

1.65% less ownership

Funds ownership: 18.49% → 16.84% (-1.6%)

7% less capital invested

Capital invested by funds: $1.24B → $1.15B (-$84.7M)

11% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 97

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

Holders
302
Holders Change
+6
Holders Change %
+2.03%
% of All Funds
4.34%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
36
Increased
86
Reduced
97
Closed
26
Calls
$673K
Puts
$193K
Net Calls
+$480K
Net Calls Change
+$418K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$10.8M
2
Two Sigma Investments
Two Sigma Investments
New York
+$9.34M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.15M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$6.14M
5
IAIM
International Assets Investment Management
Florida
+$4.84M

Top Sellers

1
GCIM
Gunn & Company Investment Management
Florida
-$22.3M
2
RIA
Regal Investment Advisors
Michigan
-$17.5M
3
Ameriprise
Ameriprise
Minnesota
-$14.5M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$13.7M
5
WA
Win Advisors
Florida
-$12.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
226
Choreo LLC
Illinois
$207K +$208 +3 +0.1%
RJT
227
Raymond James Trust
Florida
$203K +$197K +2,833 New
SG
228
StoneX Group
New York
$202K -$68K -980 -26%
MLL
229
Moody Lynn & Lieberson
Massachusetts
$202K +$195K +2,816 New
Truist Financial
230
Truist Financial
North Carolina
$200K +$194K +2,797 New
MW
231
Maia Wealth
Colorado
$198K +$192K +2,770 New
EB
232
Eastern Bank
Massachusetts
$197K +$191K +2,757 New
PMFA
233
Plante Moran Financial Advisors
Michigan
$193K – – –
SIS
234
Sound Income Strategies
Florida
$185K +$179K +2,582 New
CTA
235
Colonial Trust Advisors
South Carolina
$183K -$429K -6,186 -71%
FCA
236
FinTrust Capital Advisors
South Carolina
$180K – – –
GI
237
GAMMA Investing
California
$167K – – –
CA
238
CoreCap Advisors
Michigan
$155K +$150K +2,158 New
BBHC
239
Brown Brothers Harriman & Co
New York
$150K – – –
GWSA
240
Global Wealth Strategies & Associates
Colorado
$150K – – –
Barclays
241
Barclays
United Kingdom
$136K – – –
SIC
242
Salem Investment Counselors
North Carolina
$133K -$19.1K -275 -13%
GWSG
243
GPS Wealth Strategies Group
Colorado
$130K +$208 +3 +0.2%
WIM
244
Westside Investment Management
California
$129K – – –
GRP
245
Global Retirement Partners
California
$129K -$47.5K -685 -28%
CWM
246
CarsonAllaria Wealth Management
Illinois
$110K +$139 +2 +0.1%
LFG
247
Larson Financial Group
Missouri
$108K +$16.6K +239 +19%
ATS
248
Ashton Thomas Securities
New York
$107K +$104K +1,500 New
SIC
249
SJS Investment Consulting
Ohio
$93.8K – – –
CFD
250
Creative Financial Designs
Indiana
$86.4K +$6.11K +88 +8%
8 9
10
11 12

ONEQ Hedge Fund Activity: Q3 2024 in Review

302 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q3 2024, worth a combined $1.15B — down 6.8% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ONEQ positions and 26 closed out — a net gain of 10 holders — while 86 added to existing stakes and 97 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $10.8M. The largest seller was Gunn & Company Investment Management, cutting an estimated $22.3M.

  • 302 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q3 2024, up from 296 in Q2 2024.
  • Funds reported $1.15B of Fidelity Nasdaq Composite Index ETF stock for Q3 2024, down 6.8% quarter-over-quarter.
  • 36 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q3 2024 and 26 closed out, a net change of +10 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q3 2024 was Steward Partners Investment Advisory, an estimated $10.8M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q3 2024 was Gunn & Company Investment Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q3 2024.