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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 %
CFGS
301
Concourse Financial Group Securities
Alabama
$27.9K – – –
BlackRock
302
BlackRock
New York
$25.9K – – –
CSWM
303
Cassady Schiller Wealth Management
Ohio
$25.9K – – –
NFSG
304
Newbridge Financial Services Group
Florida
$25.4K +$25.4K +334 New
Comerica Bank
305
Comerica Bank
Texas
$24.4K – – –
TFM
306
TFC Financial Management
Massachusetts
$21.3K – – –
PP
307
Pacifica Partners
Canada
$20.7K – – –
TAM
308
Tucker Asset Management
Colorado
$20.6K – – –
FDW
309
Fourth Dimension Wealth
Ohio
$20.5K +$20.5K +269 New
AA
310
Ancora Advisors
Ohio
$19.6K +$76 +1 +0.4%
LI
311
LRI Investments
Florida
$19.1K – – –
CT
312
Colonial Trust
South Carolina
$19K – – –
CPBTD
313
Central Pacific Bank - Trust Division
Hawaii
$15.9K – – –
RWM
314
Ruedi Wealth Management
Illinois
$15.1K – – –
CFO
315
CVA Family Office
Colorado
$11.4K +$11.4K +150 New
DF
316
Dunhill Financial
United Kingdom
$8.24K – – –
PWA
317
Physician Wealth Advisors
Utah
$7.61K +$7.61K +100 New
GEA
318
Glen Eagle Advisors
New Jersey
$7.26K +$76 +1 +1%
GFPC
319
Global Financial Private Client
Florida
$6.92K – – –
MPWT
320
MassMutual Private Wealth & Trust
Connecticut
$6.54K -$9.89K -130 -60%
CIA
321
Cape Investment Advisory
Georgia
$6.32K +$6.01K +79 +1,975%
UCB
322
United Community Bank
South Carolina
$5.71K +$5.71K +75 New
DFA
323
DHJJ Financial Advisors
Illinois
$4.56K – – –
FFL
324
Financial Freedom LLC
Ohio
$3.6K – – –
LWANC
325
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.04K – – –
10 11 12
13
14