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Fidelity Nasdaq Composite Index ETF
ONEQ

218 hedge funds and large institutions have $1.12B invested in Fidelity Nasdaq Composite Index ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more capital invested

Capital invested by funds: $629M → $1.12B (+$487M)

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 63

20% more funds holding in top 10

Funds holding in top 10: 10 → 12 (+2)

2% more funds holding

Funds holding: 214 → 218 (+4)

0.14% more ownership

Funds ownership: 17.05% → 17.19% (+0.14%)

28% less call options, than puts

Call options by funds: $311K | Put options by funds: $432K

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
3.47%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
27
Increased
76
Reduced
63
Closed
16
Calls
$311K
Puts
$432K
Net Calls
-$121K
Net Calls Change
-$4.86M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$11.3M
2
RIG
Ramiah Investment Group
Wisconsin
+$8.31M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$6M
4
AWM
AE Wealth Management
Kansas
+$4.49M
5
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
+$4.08M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$12.1M
2
Bank of America
Bank of America
North Carolina
-$8.29M
3
HCM
Hollencrest Capital Management
California
-$6.56M
4
FC
Financial Consulate
Maryland
-$4.76M
5
TRCT
Tower Research Capital (TRC)
New York
-$4.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
26
Ramiah Investment Group
Wisconsin
$8.85M +$8.31M +184,512 New
PS
27
Portfolio Strategies
New York
$8.17M +$1.65M +36,691 +27%
SVCP
28
Silicon Valley Capital Partners
California
$7.4M -$311K -6,912 -4%
FWA
29
FOCUS Wealth Advisors
Texas
$7.27M -$38.5K -855 -0.6%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$7.15M +$664K +14,739 +11%
IA
31
IFP Advisors
Florida
$6.37M +$146K +3,250 +18%
JA
32
JVL Associates
Michigan
$5.97M +$15.8K +350 +0.3%
HIA
33
Harvest Investment Advisors
Florida
$4.71M -$103K -2,288 -2%
OLVIG
34
Oliver Lagore Vanvalin Investment Group
Michigan
$4.35M +$4.08M +90,644 +90,644%
LWA
35
Lineweaver Wealth Advisors
Ohio
$4.17M -$24.8K -550 -0.6%
SPC
36
Sigma Planning Corp
Michigan
$3.9M -$576K -12,785 -14%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$3.65M +$494K +10,971 +17%
EL
38
EQ LLC
Washington
$3.16M +$2.96M +65,839 New
LNC
39
Lincoln National Corp
Pennsylvania
$2.96M -$408K -9,051 -13%
CWM
40
Cornerstone Wealth Management
Missouri
$2.94M +$2.76M +61,410 New
JP Morgan Chase
41
JP Morgan Chase
New York
$2.93M -$320K -7,114 -10%
KCM
42
KM Capital Management
Texas
$2.89M -$142K -3,149 -5%
PCWA
43
Pacific Capital Wealth Advisors
California
$2.88M +$1.2M +26,715 +80%
TAM
44
TCP Asset Management
Ohio
$2.75M +$867K +19,261 +51%
SS
45
Simplicity Solutions
Minnesota
$2.71M +$2.54M +56,512 New
CAN
46
Cetera Advisor Networks
California
$2.52M +$28.9K +641 +1%
SS
47
Sunbelt Securities
Texas
$2.47M +$1.01M +22,472 +75%
JWM
48
Jackson Wealth Management
Florida
$2.38M +$2.23M +49,609 New
AIC
49
Ayalon Insurance Company
Israel
$2.37M +$264K +5,866 +13%
PFA
50
Pinnacle Family Advisors
Missouri
$2.18M +$659K +14,643 +48%
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