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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

256 hedge funds and large institutions have $796M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 16 closing their positions.

Holders
256
Holders Change
+20
Holders Change %
+8.47%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
36
Increased
81
Reduced
72
Closed
16
Calls
$198K
Puts
$1.05M
Net Calls
-$854K
Net Calls Change
-$1.35M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$9.44M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.02M
3
CFS
3
Commonwealth Financial Services
West Virginia
$7.39M
4
ACA
4
Aptus Capital Advisors
Alabama
$6.45M
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.45M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$822K
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$72.3M
4
SFS
4
Sowell Financial Services
Arkansas
$1.33M
5
JWM
5
Jackson Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PS
26
Portfolio Strategies
New York
$8.6M 165,430 -2,763 -2%
SVCP
27
Silicon Valley Capital Partners
California
$7.79M 149,775 +375 +0.3%
CFS
28
Commonwealth Financial Services
West Virginia
$7.39M 142,124 +142,124 New
TAM
29
TCP Asset Management
Ohio
$7.07M 135,919 +17,711 +15%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$6.54M 125,705 -67,637 -35%
JA
31
JVL Associates
Michigan
$6.5M 125,097 -3,115 -2%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$6.47M 124,480 +376 +0.3%
ACA
33
Aptus Capital Advisors
Alabama
$6.45M 124,020 +124,020 New
GWANC
34
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.45M 124,020 +124,020 New
KCM
35
KM Capital Management
Texas
$6.27M 120,614 -2,762 -2%
HIA
36
Harvest Investment Advisors
Florida
$5.09M 97,837 -385 -0.4%
Wells Fargo
37
Wells Fargo
California
$5.06M 97,275 -61,776 -39%
LWA
38
Lineweaver Wealth Advisors
Ohio
$4.45M 85,629 -1,201 -1%
WCAMG
39
Woodard & Company Asset Management Group
North Carolina
$3.95M 75,932 +75,932 New
Two Sigma Investments
40
Two Sigma Investments
New York
$3.94M 75,700 +52,400 +225%
LNC
41
Lincoln National Corp
Pennsylvania
$3.82M 73,567 +1,958 +3%
SPC
42
Sigma Planning Corp
Michigan
$3.44M 66,187 -2,575 -4%
CAN
43
Cetera Advisor Networks
California
$3.36M 64,612 +8,348 +15%
FTUS
44
Flow Traders U.S.
New York
$3.24M 62,361 +62,361 New
CWM
45
Cornerstone Wealth Management
Missouri
$3.16M 60,768 -944 -2%
PCWA
46
Pacific Capital Wealth Advisors
California
$3.06M 58,897 – –
PFA
47
Pinnacle Family Advisors
Missouri
$3.05M 58,586 +20,860 +55%
AIC
48
Ayalon Insurance Company
Israel
$3M 57,760 +5,255 +10%
OLVIG
49
Oliver Lagore Vanvalin Investment Group
Michigan
$2.96M 56,939 -19,982 -26%
SS
50
Sunbelt Securities
Texas
$2.96M 56,893 -7,670 -12%
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