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Fidelity Nasdaq Composite Index ETF
ONEQ

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.

New
Increased
Maintained
Reduced
Closed

352% more call options, than puts

Call options by funds: $633K | Put options by funds: $140K

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

14% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 66

8% more funds holding

Funds holding: 218 → 236 (+18)

0.96% less ownership

Funds ownership: 17.19% → 16.23% (-0.96%)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

28% less capital invested

Capital invested by funds: $1.12B → $808M (-$307M)

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
3.71%
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
Heck Capital Advisors
Wisconsin
+$9.23M
2
EL
EQ LLC
Washington
+$6.52M
3
SFS
Sowell Financial Services
Arkansas
+$4.9M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.14M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$12.5M
2
UWPG
Ullmann Wealth Partners Group
Florida
-$9.81M
3
RIG
Ramiah Investment Group
Wisconsin
-$8.85M
4
FWA
FOCUS Wealth Advisors
Texas
-$7.27M
5
Osaic Holdings
Osaic Holdings
Arizona
-$6.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
251
Jane Street
New York
– -$210K -4,387 Closed
AT
252
American Trust
Kentucky
– -$209K -3,817 Closed
CF
253
Centaurus Financial
California
– -$126K -2,626 Closed
TWA
254
TCI Wealth Advisors
Arizona
– -$56.8K -1,185 Closed
VF
255
VitalStone Financial
Texas
– -$31K -507 Closed
FCB
256
First Command Bank
Texas
– -$20.9K -435 Closed
FCFS
257
First Command Financial Services
Texas
– -$20.9K -435 Closed
BAM
258
Belpointe Asset Management
Nevada
– -$7.19K -150 Closed
RA
259
Rise Advisors
New York
– -$4.61K -96 Closed
BlackRock
260
BlackRock
New York
– -$1.29K -27 Closed
7 8 9 10
11