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Fidelity Nasdaq Composite Index ETF
ONEQ

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.

New
Increased
Maintained
Reduced
Closed

4,266% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $111K

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

11% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 61

11% more funds holding

Funds holding: 192 → 214 (+22)

7% more capital invested

Capital invested by funds: $590M → $629M (+$38.5M)

0.67% more ownership

Funds ownership: 16.39% → 17.05% (+0.67%)

Holders
214
Holders Change
+22
Holders Change %
+11.46%
% of All Funds
3.44%
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
UBS Group
UBS Group
Switzerland
+$11.2M
2
Bank of America
Bank of America
North Carolina
+$10.9M
3
HCM
Hollencrest Capital Management
California
+$10.7M
4
Wells Fargo
Wells Fargo
California
+$5.41M
5
FC
Financial Consulate
Maryland
+$4.96M

Top Sellers

1
FWM
Focused Wealth Management
New York
-$24.8M
2
MIH
Meitav Investment House
Israel
-$13.3M
3
MML Investors Services
MML Investors Services
Massachusetts
-$6.44M
4
HighTower Advisors
HighTower Advisors
Illinois
-$4.5M
5
LPL Financial
LPL Financial
California
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
26
FOCUS Wealth Advisors
Texas
$6.25M -$316K -7,406 -5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$5.51M +$295K +6,918 +5%
PS
28
Portfolio Strategies
New York
$5.47M +$1.07M +25,000 +23%
IA
29
IFP Advisors
Florida
$5.41M -$92.6K -2,170 -11%
JA
30
JVL Associates
Michigan
$5.09M +$4.58M +107,363 +638%
FC
31
Financial Consulate
Maryland
$4.76M +$4.96M +116,142 New
TRCT
32
Tower Research Capital (TRC)
New York
$4.5M +$4.68M +109,768 New
HIA
33
Harvest Investment Advisors
Florida
$4.12M +$4.29M +100,510 New
SPC
34
Sigma Planning Corp
Michigan
$3.85M +$35K +820 +0.9%
LWA
35
Lineweaver Wealth Advisors
Ohio
$3.58M -$37.8K -886 -1%
Stifel Financial
36
Stifel Financial
Missouri
$3.48M +$3.1M +72,612 +595%
LNC
37
Lincoln National Corp
Pennsylvania
$2.9M -$172K -4,038 -5%
JP Morgan Chase
38
JP Morgan Chase
New York
$2.79M +$2.91M +68,129 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.67M +$2.78M +65,116 New
KCM
40
KM Capital Management
Texas
$2.6M +$2.71M +63,436 New
MCC
41
Money Concepts Capital
Florida
$2.36M -$366K -8,587 -13%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.33M +$841K +19,694 +53%
Citadel Advisors
43
Citadel Advisors
Florida
$2.29M +$1.24M +29,120 +108%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$2.23M +$699K +16,373 +43%
BZWA
45
Blue Zone Wealth Advisors
California
$2.22M -$156K -3,660 -6%
CAN
46
Cetera Advisor Networks
California
$2.13M +$161K +3,772 +8%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.84M +$103K +2,407 +6%
AIC
48
Ayalon Insurance Company
Israel
$1.79M -$166K -3,890 -8%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.78M -$6.44M -150,977 -78%
HSWM
50
Hubbell Strickland Wealth Management
Louisiana
$1.66M -$176K -4,113 -9%
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ONEQ Hedge Fund Activity: Q4 2022 in Review

214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q4 2022, worth a combined $629M — up 6.5% from $590M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ONEQ positions and 15 closed out — a net gain of 25 holders — while 68 added to existing stakes and 61 trimmed.

The largest buyer was UBS Group, adding an estimated $11.2M. The largest seller was Focused Wealth Management, cutting an estimated $24.8M.

  • 214 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q4 2022, up from 192 in Q3 2022.
  • Funds reported $629M of Fidelity Nasdaq Composite Index ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 40 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q4 2022 and 15 closed out, a net change of +25 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q4 2022 was UBS Group, an estimated $11.2M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q4 2022 was Focused Wealth Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2022.