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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

136 hedge funds and large institutions have $345M invested in Fidelity Nasdaq Composite Index ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
29
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$21.8M
2
DWA
2
Divergent Wealth Advisors
Utah
$18.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$43.4M
4
FHC
4
First Heartland Consultants
Missouri
$5.95M
5
SFS
5
Sowell Financial Services
Arkansas
$7.84M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$17.7M
2
RIA
2
Regal Investment Advisors
Michigan
$0
3
Jane Street
3
Jane Street
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
26
Pinnacle Family Advisors
Missouri
$3.36M 7,739 -3,810 -33%
LNC
27
Lincoln National Corp
Pennsylvania
$3.21M 7,393 +2,118 +40%
SPC
28
Sigma Planning Corp
Michigan
$3.1M 7,149 -1,288 -15%
CWM
29
Cornerstone Wealth Management
Missouri
$2.81M 6,465 +124 +2%
AFG
30
Albion Financial Group
Utah
$2.7M 6,217 -302 -5%
KA
31
Kovack Advisors
Florida
$2.26M 5,201 +5,201 New
JWCA
32
J.W. Cole Advisors
Florida
$2.22M 5,103 -1,443 -22%
Citadel Advisors
33
Citadel Advisors
Florida
$2.13M 4,904 -5,850 -54%
ICM
34
Islay Capital Management
Texas
$1.97M 4,530 +985 +28%
ASN
35
Advisory Services Network
Georgia
$1.94M 4,479 -2,927 -40%
AWM
36
Avondale Wealth Management
Texas
$1.93M 4,449 – –
FPGK
37
Financial Partners Group (Kansas)
Kansas
$1.88M 4,327 -81 -2%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.85M 4,252 -562 -12%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.78M 4,100 +2,157 +111%
APA
40
American Portfolios Advisors
New York
$1.57M 3,619 – –
WMA
41
Wealth Management Associates
New Jersey
$1.42M 3,273 -24 -0.7%
RG
42
Rikoon Group
New Mexico
$1.42M 3,260 – –
GVAG
43
Great Valley Advisor Group
Delaware
$1.41M 3,259 -588 -15%
CFS
44
CRA Financial Services
New Jersey
$1.37M 3,166 -165 -5%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$1.37M 3,146 – –
SC
46
Slow Capital
California
$1.31M 3,023 +3,023 New
CAN
47
Cetera Advisor Networks
California
$1.29M 2,973 +27 +0.9%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$1.22M 2,808 -4,919 -64%
IA
49
IFP Advisors
Florida
$1.18M 2,719 -1,409 -34%
PAG
50
Private Advisor Group
New Jersey
$1.17M 2,690 -68 -2%
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