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Fidelity Nasdaq Composite Index ETF
ONEQ

101 hedge funds and large institutions have $145M invested in Fidelity Nasdaq Composite Index ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

2% more funds holding

Funds holding: 99 → 101 (+2)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

30% less capital invested

Capital invested by funds: $208M → $145M (-$62.4M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

144.99% less ownership

Funds ownership: 234.29% → 89.3% (-145%)

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
29
Reduced
27
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$4.33M
2
Morgan Stanley
Morgan Stanley
New York
+$3.46M
3
Bank of America
Bank of America
North Carolina
+$2.77M
4
KA
Kovack Advisors
Florida
+$1.73M
5
LPL Financial
LPL Financial
California
+$1.55M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$243M
2
CCP
Cardan Capital Partners
Colorado
-$21.3M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$12.3M
4
SPC
Sigma Planning Corp
Michigan
-$5.87M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$399K -$51.8K -1,830 -11%
BFA
52
Beaumont Financial Advisors
Massachusetts
$389K +$75K +2,650 +22%
CAN
53
Cetera Advisor Networks
California
$326K -$17.8K -630 -5%
AIP
54
Ahrens Investment Partners
Louisiana
$323K +$283 +10 +0.1%
Lido Advisors
55
Lido Advisors
California
$296K +$19K +670 +6%
AWP
56
Ascent Wealth Partners
New York
$291K +$317K +11,200 New
AI
57
Atria Investments
North Carolina
$272K +$296K +10,470 New
CAC
58
Certified Advisory Corp
Florida
$251K -$5.94K -210 -2%
GWM
59
Geneos Wealth Management
Colorado
$244K +$849 +30 +0.3%
TFS
60
Thoroughbred Financial Services
Tennessee
$224K +$245K +8,650 New
RIA
61
Regal Investment Advisors
Michigan
$218K -$19.2K -680 -7%
DWM
62
Darwin Wealth Management
Florida
$208K -$47.8K -1,690 -17%
BA
63
Bennicas & Associates
California
$205K +$849 +30 +0.4%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$189K +$849 +30 +0.4%
IF
65
Ironwood Financial
Arizona
$128K +$139K +4,910 New
EWA
66
ERTS Wealth Advisors
Michigan
$116K +$126K +4,460 New
CFD
67
Creative Financial Designs
Indiana
$70K +$283 +10 +0.4%
WPW
68
Winthrop Partners - WNY
New York
$64.2K – – –
S
69
SignatureFD
Georgia
$60K +$65.7K +2,320 New
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$53K – – –
SWM
71
SeaCrest Wealth Management
New York
$52K -$7.36K -260 -11%
SFG
72
SevenBridge Financial Group
Pennsylvania
$52K – – –
RCAG
73
Rehmann Capital Advisory Group
Michigan
$48.6K +$39.6K +1,400 +298%
KPCM
74
Kings Point Capital Management
New York
$48K – – –
BlackRock
75
BlackRock
New York
$42K +$283 +10 +0.6%
1 2
3
4 5

ONEQ Hedge Fund Activity: Q4 2018 in Review

101 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q4 2018, worth a combined $145M — down 30% from $208M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ONEQ positions and 25 closed out — a net gain of 3 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $4.33M. The largest seller was Cornerstone Wealth Management, cutting an estimated $243M.

  • 101 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q4 2018, up from 99 in Q3 2018.
  • Funds reported $145M of Fidelity Nasdaq Composite Index ETF stock for Q4 2018, down 30% quarter-over-quarter.
  • 28 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q4 2018 and 25 closed out, a net change of +3 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q4 2018 was Baird Financial Group, an estimated $4.33M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $243M sold.

Based on aggregated 13F filings for Q4 2018.