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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

84 hedge funds and large institutions have $147M invested in Fidelity Nasdaq Composite Index ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
16
Increased
25
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Cardan Capital Partners
Colorado
$18.9M
2
SPC
2
Sigma Planning Corp
Michigan
$5.69M
3
TRCT
3
Tower Research Capital (TRC)
New York
$2.34M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$6.24M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.61M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.4M
2
WP
2
WealthSource Partners
California
$347K
3
RJA
3
Raymond James & Associates
Florida
$0
4
Wells Fargo
4
Wells Fargo
California
$3.13M
5
Ameriprise
5
Ameriprise
Minnesota
$784K
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$952K 3,541 +73 +2%
PFA
27
Pinnacle Family Advisors
Missouri
$945K 3,414 +711 +26%
Renaissance Technologies
28
Renaissance Technologies
New York
$941K 3,400 +2,400 +240%
RCG
29
Ruggie Capital Group
Florida
$826K 2,985 – –
Fisher Asset Management
30
Fisher Asset Management
Washington
$823K 2,974 +1,510 +103%
LNC
31
Lincoln National Corp
Pennsylvania
$787K 2,842 -2,718 -49%
Ameriprise
32
Ameriprise
Minnesota
$784K 2,837 -5,296 -65%
Creative Planning
33
Creative Planning
Kansas
$624K 2,255 +2,255 New
FHC
34
First Heartland Consultants
Missouri
$571K 2,062 -10 -0.5%
PAG
35
Private Advisor Group
New Jersey
$496K 1,791 -496 -22%
Stifel Financial
36
Stifel Financial
Missouri
$463K 1,679 +1,679 New
SWP
37
Stratos Wealth Partners
Ohio
$446K 1,610 +203 +14%
HCM
38
Hilton Capital Management
New York
– – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$442K 1,595 +60 +4%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$429K 1,550 – –
CA
41
Calton & Associates
Florida
$399K 1,439 -487 -25%
RG
42
Rikoon Group
New Mexico
$383K 1,425 – –
WP
43
WealthSource Partners
California
$347K 1,253 -6,987 -85%
BFA
44
Beaumont Financial Advisors
Massachusetts
$329K 1,189 +1,189 New
Lido Advisors
45
Lido Advisors
California
$306K 1,107 +25 +2%
FI
46
FormulaFolio Investments
Michigan
$284K 1,024 +52 +5%
AG
47
Advisor Group
Arizona
$283K 1,025 -1,502 -59%
AIP
48
Ahrens Investment Partners
Louisiana
$280K 1,011 +44 +5%
PPA
49
Parametric Portfolio Associates
Washington
$264K 953 +953 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$256K 923 +579 +168%
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