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Fidelity Nasdaq Composite Index ETF

114 hedge funds and large institutions have $185M invested in Fidelity Nasdaq Composite Index ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

27% more capital invested

Capital invested by funds: $145M → $185M (+$39.4M)

13% more funds holding

Funds holding: 101114 (+13)

3.98% more ownership

Funds ownership: 89.3%93.28% (+4%)

Holders
114
Holders Change
+13
Holders Change %
+12.87%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
39
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
51
Personal Capital Advisors
California
$483K +$459K +15,950 New
BFA
52
Beaumont Financial Advisors
Massachusetts
$457K +$4.32K +150 +1%
CAN
53
Cetera Advisor Networks
California
$447K +$63.3K +2,200 +18%
Lido Advisors
54
Lido Advisors
California
$412K +$63K +2,190 +19%
SWP
55
Stratos Wealth Partners
Ohio
$383K -$76.6K -2,660 -17%
FI
56
FormulaFolio Investments
Michigan
$379K -$1.19M -41,260 -77%
AIP
57
Ahrens Investment Partners
Louisiana
$377K +$288 +10 +0.1%
Renaissance Technologies
58
Renaissance Technologies
New York
$363K +$345K +12,000 New
CAC
59
Certified Advisory Corp
Florida
$312K +$19.3K +670 +7%
CTA
60
Colonial Trust Advisors
South Carolina
$305K +$290K +10,080 New
GWM
61
Geneos Wealth Management
Colorado
$304K +$18.1K +630 +7%
MG
62
McCutchen Group
Washington
$303K +$288K +10,000 New
DWM
63
Darwin Wealth Management
Florida
$301K +$55K +1,910 +24%
AI
64
Atria Investments
North Carolina
$272K -$42.6K -1,480 -14%
TFS
65
Thoroughbred Financial Services
Tennessee
$262K
DC
66
Davenport & Co
Virginia
$242K +$230K +8,000 New
BA
67
Bennicas & Associates
California
$240K +$288 +10 +0.1%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$234K +$12.7K +440 +6%
RIA
69
Regal Investment Advisors
Michigan
$228K -$25K -870 -10%
MAFM
70
Mid Atlantic Financial Management
Pennsylvania
$227K +$216K +7,490 New
DI
71
DFPG Investments
Utah
$217K +$202K +7,020 New
WAAG
72
Wealth Alliance Advisory Group
Kansas
$214K +$197K +6,840 New
IWM
73
IHT Wealth Management
Illinois
$208K +$197K +6,860 New
MA
74
Mutual Advisors
Nebraska
$200K +$191K +6,620 New
AA
75
AlphaMark Advisors
Kentucky
$194K +$170K +5,920 +1,184%

ONEQ Hedge Fund Activity: Q1 2019 in Review

114 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q1 2019, worth a combined $185M — up 27% from $145M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ONEQ positions and 9 closed out — a net gain of 14 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $6.22M. The largest seller was Bank of America, cutting an estimated $8.31M.

  • 114 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q1 2019, up from 101 in Q4 2018.
  • Funds reported $185M of Fidelity Nasdaq Composite Index ETF stock for Q1 2019, up 27% quarter-over-quarter.
  • 23 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q1 2019 and 9 closed out, a net change of +14 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q1 2019 was Commonwealth Equity Services, an estimated $6.22M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q1 2019 was Bank of America, an estimated $8.31M sold.

Based on aggregated 13F filings for Q1 2019.