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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

236 hedge funds and large institutions have $808M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
3.72%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
41
Increased
75
Reduced
66
Closed
23
Calls
$633K
Puts
$140K
Net Calls
+$493K
Net Calls Change
+$614K

Top Buyers

1
HCA
1
Heck Capital Advisors
Wisconsin
$10M
2
EL
2
EQ LLC
Washington
$10.6M
3
SFS
3
Sowell Financial Services
Arkansas
$6.13M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$55.5M
5
KCM
5
KM Capital Management
Texas
$6.67M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$819K
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$13.1M
3
RIG
3
Ramiah Investment Group
Wisconsin
$0
4
FWA
4
FOCUS Wealth Advisors
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
26
Hollencrest Capital Management
California
$9.1M 168,216 -57,678 -26%
PS
27
Portfolio Strategies
New York
$9.1M 168,193 -2,156 -1%
Wells Fargo
28
Wells Fargo
California
$8.6M 159,051 -117,869 -43%
SVCP
29
Silicon Valley Capital Partners
California
$8.08M 149,400 -4,858 -3%
JA
30
JVL Associates
Michigan
$6.93M 128,212 +3,672 +3%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$6.71M 124,104 +63,089 +103%
KCM
32
KM Capital Management
Texas
$6.67M 123,376 +63,089 +105%
TAM
33
TCP Asset Management
Ohio
$6.39M 118,208 +60,899 +106%
SFS
34
Sowell Financial Services
Arkansas
$6.13M 113,405 +98,498 +661%
HIA
35
Harvest Investment Advisors
Florida
$5.31M 98,222 – –
LWA
36
Lineweaver Wealth Advisors
Ohio
$4.7M 86,830 -50 -0.1%
OLVIG
37
Oliver Lagore Vanvalin Investment Group
Michigan
$4.16M 76,921 -13,823 -15%
LNC
38
Lincoln National Corp
Pennsylvania
$3.87M 71,609 +9,810 +16%
SPC
39
Sigma Planning Corp
Michigan
$3.72M 68,762 -12,528 -15%
JWM
40
Jackson Wealth Management
Florida
$3.6M 66,565 +16,956 +34%
SS
41
Sunbelt Securities
Texas
$3.49M 64,563 +12,267 +23%
CWM
42
Cornerstone Wealth Management
Missouri
$3.34M 61,712 +302 +0.5%
PCWA
43
Pacific Capital Wealth Advisors
California
$3.19M 58,897 -1,070 -2%
CAN
44
Cetera Advisor Networks
California
$3.04M 56,264 +3,621 +7%
AIC
45
Ayalon Insurance Company
Israel
$2.84M 52,505 +2,990 +6%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$2.4M 44,463 +13,321 +43%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$2.39M 44,204 +2,163 +5%
BZWA
48
Blue Zone Wealth Advisors
California
$2.33M 43,145 – –
MCC
49
Money Concepts Capital
Florida
$2.3M 42,547 -86,772 -67%
KA
50
Kovack Advisors
Florida
$2.29M 42,256 +4,605 +12%
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