ONEQ icon

Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

166 hedge funds and large institutions have $561M invested in Fidelity Nasdaq Composite Index ETF in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
166
Holders Change
+30
Holders Change %
+22.06%
% of All Funds
2.95%
Holding in Top 10
10
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+400%
% of All Funds
0.18%
New
41
Increased
47
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$32.8M
2
SS
2
Simplicity Solutions
Minnesota
$32.1M
3
RIA
3
Regal Investment Advisors
Michigan
$13M
4
AIIMS
4
Analyst IMS Investment Management Services
Israel
$14.5M
5
Ameriprise
5
Ameriprise
Minnesota
$14.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.37M
2
FHC
2
First Heartland Consultants
Missouri
$4.47M
3
SFS
3
Sowell Financial Services
Arkansas
$7.6M
4
IA
4
IFP Advisors
Florida
$462K
5
FPGK
5
Financial Partners Group (Kansas)
Kansas
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$4.83M 9,598 +149 +2%
CCP
27
Cardan Capital Partners
Colorado
$4.72M 9,410 +451 +5%
LWA
28
Lineweaver Wealth Advisors
Ohio
$4.62M 9,213 -150 -2%
FHC
29
First Heartland Consultants
Missouri
$4.47M 8,906 -4,799 -35%
PFA
30
Pinnacle Family Advisors
Missouri
$4.27M 8,505 +766 +10%
Goldman Sachs
31
Goldman Sachs
New York
$3.91M 7,800 – –
SPC
32
Sigma Planning Corp
Michigan
$3.79M 7,549 +400 +6%
LNC
33
Lincoln National Corp
Pennsylvania
$3.63M 7,237 -156 -2%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$3.37M 6,730 -4,923 -42%
CWM
35
Cornerstone Wealth Management
Missouri
$3.24M 6,461 -4 -0.1%
AFG
36
Albion Financial Group
Utah
$3.01M 5,998 -219 -4%
JWCA
37
J.W. Cole Advisors
Florida
$2.77M 5,527 +424 +8%
LAS
38
Lloyd Advisory Services
Georgia
$2.77M 5,513 +5,513 New
Citadel Advisors
39
Citadel Advisors
Florida
$2.72M 5,424 +520 +11%
KA
40
Kovack Advisors
Florida
$2.62M 5,231 +30 +0.6%
ICM
41
Islay Capital Management
Texas
$2.36M 4,695 +165 +4%
ASN
42
Advisory Services Network
Georgia
$2.33M 4,637 +158 +4%
AWM
43
Avondale Wealth Management
Texas
$2.23M 4,452 +3 +0.1%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$2.02M 4,033 -219 -5%
APA
45
American Portfolios Advisors
New York
$1.82M 3,619 – –
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.78M 3,545 -555 -14%
NWA
47
Navis Wealth Advisors
New York
$1.67M 3,331 +3,331 New
GVAG
48
Great Valley Advisor Group
Delaware
$1.67M 3,316 +57 +2%
WMA
49
Wealth Management Associates
New Jersey
$1.62M 3,232 -41 -1%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$1.58M 3,146 – –
1
2
3 4 5