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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 %
AF
276
Allworth Financial
California
$115K -$409K -5,187 -78%
NWWA
277
New Wave Wealth Advisors
Arkansas
$111K +$111K +1,462 New
CFD
278
Creative Financial Designs
Indiana
$104K +$11.8K +155 +13%
DWM
279
Darwin Wealth Management
Florida
$90K +$7.61K +100 +9%
MSG
280
Main Street Group
Virginia
$80.5K -$76 -1 -0.1%
OIA
281
Optimum Investment Advisors
Illinois
$76.1K – – –
DRP
282
Decker Retirement Planning
Utah
$76.1K +$76.1K +1,000 New
TSMHT
283
Thurston Springer Miller Herd & Titak
Indiana
$73.9K +$3.04K +40 +4%
CAL
284
Capital Advisors Ltd
Ohio
$73K – – –
AWM
285
Abound Wealth Management
Tennessee
$72.9K -$2.13K -28 -3%
KA
286
Kozak & Associates
Colorado
$69.7K +$154 +2 +0.2%
KFP
287
Keener Financial Planning
Texas
$60K -$17.5K -231 -23%
PTC
288
Private Trust Company
Ohio
$57K – – –
GWM
289
Geneos Wealth Management
Colorado
$51.3K +$51.3K +674 New
AIC
290
Archer Investment Corporation
Indiana
$51K – – –
BF
291
BOK Financial
Oklahoma
$50.9K – – –
SIC
292
SJS Investment Consulting
Ohio
$50.2K -$49.4K -650 -50%
CTC
293
Central Trust Company
Missouri
$44.2K – – –
Simplex Trading
294
Simplex Trading
Illinois
$42K +$42K +553 New
RTL
295
Red Tortoise LLC
Georgia
$41.3K +$41.3K +543 New
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$38K +$38K +500 New
SCA
297
Stuart Chaussee & Associates
California
$37.1K – – –
WA
298
WPG Advisers
Maryland
$36.1K +$36.1K +474 New
AssetMark Inc
299
AssetMark Inc
California
$32.2K – – –
TWC
300
TD Waterhouse Canada
Ontario, Canada
$30.4K +$30.4K +400 New
10 11
12
13 14