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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

335 hedge funds and large institutions have $1.37B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+33
Holders Change %
+10.93%
% of All Funds
4.46%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
58
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$35.8M
2
LPL Financial
2
LPL Financial
California
$82.1M
3
GM
3
GeoWealth Management
Illinois
$23M
4
LGA
4
Lebenthal Global Advisors
New York
$14.3M
5
ECA
5
Elevation Capital Advisory
Oregon
$10.5M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$3.93M
2
RIA
2
Regal Investment Advisors
Michigan
$871K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$33.1M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$61.6M
5
LWM
5
LJI Wealth Management
Indiana
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$295K +$3.12K +41 +1%
DC
227
Davenport & Co
Virginia
$294K +$304 +4 +0.1%
Kayne Anderson Rudnick Investment Management
228
Kayne Anderson Rudnick Investment Management
California
$289K – – –
FIC
229
Family Investment Center
Missouri
$288K -$1.07K -14 -0.4%
LDB
230
Lee, Danner & Bass
Tennessee
$287K +$287K +3,768 New
SFA
231
Sequoia Financial Advisors
Ohio
$286K +$286K +3,755 New
KFI
232
Key Financial Inc
Pennsylvania
$283K – – –
VFPW
233
Vantage Financial Partners (Wisconsin)
Wisconsin
$281K -$17.8K -234 -6%
FFA
234
Farther Finance Advisors
California
$279K -$1.75K -23 -0.6%
BAAM
235
Baker Avenue Asset Management
California
$272K -$15.2K -200 -5%
PI
236
PFG Investments
New York
$270K – – –
BCA
237
Bay Colony Advisors
Massachusetts
$267K -$20.2K -266 -7%
AFG
238
Albion Financial Group
Utah
$265K -$2.28K -30 -0.9%
HNB
239
Huntington National Bank
Ohio
$263K -$257K – –
LWL
240
Leo Wealth LLC
Texas
$258K – – –
FCI
241
Financial Counselors Inc
Kansas
$257K – – –
AI
242
Auour Investments
Massachusetts
$257K – – –
HCM
243
Hengehold Capital Management
Ohio
$251K -$989 -13 -0.4%
PVI
244
Pine Valley Investments
New Jersey
$246K +$2.05K +27 +0.8%
SWM
245
Selective Wealth Management
Virginia
$246K +$150 +2 +0.1%
US Bancorp
246
US Bancorp
Minnesota
$236K – – –
TSWM
247
Tyler-Stone Wealth Management
Ohio
$236K – – –
BFG
248
Bouchey Financial Group
New York
$234K – – –
RWA
249
River Wealth Advisors
Pennsylvania
$228K +$228K +3,000 New
CL
250
Choreo LLC
Illinois
$224K +$381 +5 +0.2%
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