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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

214 hedge funds and large institutions have $629M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
214
Holders Change
+22
Holders Change %
+11.46%
% of All Funds
3.45%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
40
Increased
68
Reduced
61
Closed
15
Calls
$4.85M
Puts
$111K
Net Calls
+$4.74M
Net Calls Change
+$4.17M

Top Buyers

1
LWM
1
LJI Wealth Management
Indiana
$13.6M
2
UBS Group
2
UBS Group
Switzerland
$15.5M
3
Bank of America
3
Bank of America
North Carolina
$30.5M
4
HCM
4
Hollencrest Capital Management
California
$15.2M
5
Wells Fargo
5
Wells Fargo
California
$8.35M

Top Sellers

1
FWM
1
Focused Wealth Management
New York
$59.3K
2
MIH
2
Meitav Investment House
Israel
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.78M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$26.6M
5
LPL Financial
5
LPL Financial
California
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FWA
26
FOCUS Wealth Advisors
Texas
$6.25M 152,438 -7,406 -5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$5.51M 134,457 +6,918 +5%
PS
28
Portfolio Strategies
New York
$5.47M 133,658 +25,000 +23%
IA
29
IFP Advisors
Florida
$5.41M 18,214 -2,170 -11%
JA
30
JVL Associates
Michigan
$5.09M 124,190 +107,363 +638%
FC
31
Financial Consulate
Maryland
$4.76M 116,142 +116,142 New
TRCT
32
Tower Research Capital (TRC)
New York
$4.5M 109,768 +109,768 New
HIA
33
Harvest Investment Advisors
Florida
$4.12M 100,510 +100,510 New
SPC
34
Sigma Planning Corp
Michigan
$3.85M 94,075 +820 +0.9%
LWA
35
Lineweaver Wealth Advisors
Ohio
$3.58M 87,430 -886 -1%
Stifel Financial
36
Stifel Financial
Missouri
$3.48M 84,819 +72,612 +595%
LNC
37
Lincoln National Corp
Pennsylvania
$2.9M 70,850 -4,038 -5%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$2.79M 68,129 +68,129 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.67M 65,116 +65,116 New
KCM
40
KM Capital Management
Texas
$2.6M 63,436 +63,436 New
MCC
41
Money Concepts Capital
Florida
$2.36M 57,629 -8,587 -13%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.33M 56,933 +19,694 +53%
Citadel Advisors
43
Citadel Advisors
Florida
$2.29M 55,981 +29,120 +108%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$2.23M 54,344 +16,373 +43%
BZWA
45
Blue Zone Wealth Advisors
California
$2.22M 54,195 -3,660 -6%
CAN
46
Cetera Advisor Networks
California
$2.13M 52,002 +3,772 +8%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.84M 44,818 +2,407 +6%
AIC
48
Ayalon Insurance Company
Israel
$1.79M 43,649 -3,890 -8%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.78M 43,376 -150,977 -78%
HSWM
50
Hubbell Strickland Wealth Management
Louisiana
$1.66M 40,495 -4,113 -9%
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