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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
TAM
276
Tucker Asset Management
Colorado
$19.4K – – –
LI
277
LRI Investments
Florida
$18.9K – – –
AA
278
Ancora Advisors
Ohio
$18.4K -$13.2K -190 -43%
CT
279
Colonial Trust
South Carolina
$17.9K – – –
HF
280
Halpern Financial
Virginia
$16.5K – – –
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$15.5K +$15K +216 New
KSWA
282
Kathleen S. Wright Associates
Pennsylvania
$15.3K +$14.8K +213 New
CPBTD
283
Central Pacific Bank - Trust Division
Hawaii
$15K – – –
RWM
284
Ruedi Wealth Management
Illinois
$14.2K – – –
PPWM
285
PFG Private Wealth Management
Florida
$8.95K +$8.68K +125 New
DF
286
Dunhill Financial
United Kingdom
$7.76K – – –
TRCT
287
Tower Research Capital (TRC)
New York
$7.45K +$6.8K +98 +1,633%
GEA
288
Glen Eagle Advisors
New Jersey
$6.82K – – –
GFPC
289
Global Financial Private Client
Florida
$6.52K – – –
DFA
290
DHJJ Financial Advisors
Illinois
$4.3K – – –
FFL
291
Financial Freedom LLC
Ohio
$3.38K – – –
HCM
292
Horrell Capital Management
Arkansas
$3K – – –
LWANC
293
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.86K – – –
EBA
294
Eagle Bay Advisors
New York
$1.93K – – –
FP
295
Financial Perspectives
Minnesota
$1.72K – – –
CWP
296
Concord Wealth Partners
Virginia
$1.57K +$1.53K +22 New
S
297
SignatureFD
Georgia
$1.48K – – –
IAIM
298
International Assets Investment Management
Florida
$988 +$4.84M +69,743 +7,059%
S
299
Sachetta
Massachusetts
$433 – – –
CIA
300
Cape Investment Advisory
Georgia
$288 – – –
10 11
12
13 14

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.