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Fidelity Nasdaq Composite Index ETF
ONEQ

214 hedge funds and large institutions have $629M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,266% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $111K

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

11% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 61

11% more funds holding

Funds holding: 192 → 214 (+22)

7% more capital invested

Capital invested by funds: $590M → $629M (+$38.5M)

0.67% more ownership

Funds ownership: 16.39% → 17.05% (+0.67%)

Holders
214
Holders Change
+22
Holders Change %
+11.46%
% of All Funds
3.44%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
40
Increased
68
Reduced
61
Closed
15
Calls
$4.85M
Puts
$111K
Net Calls
+$4.74M
Net Calls Change
+$4.17M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.2M
2
Bank of America
Bank of America
North Carolina
+$10.9M
3
HCM
Hollencrest Capital Management
California
+$10.7M
4
Wells Fargo
Wells Fargo
California
+$5.41M
5
FC
Financial Consulate
Maryland
+$4.96M

Top Sellers

1
FWM
Focused Wealth Management
New York
-$24.8M
2
MIH
Meitav Investment House
Israel
-$13.3M
3
MML Investors Services
MML Investors Services
Massachusetts
-$6.44M
4
HighTower Advisors
HighTower Advisors
Illinois
-$4.5M
5
LPL Financial
LPL Financial
California
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
51
Avior Wealth Management
Nebraska
$1.63M +$1.59M +37,322 +1,582%
IWC
52
Integrated Wealth Concepts
Massachusetts
$1.6M +$245K +5,742 +17%
Jane Street
53
Jane Street
New York
$1.57M +$1.64M +38,310 New
TAM
54
TCP Asset Management
Ohio
$1.56M +$1.62M +38,048 New
KA
55
Kovack Advisors
Florida
$1.54M -$27.7K -649 -2%
TYCC
56
Texas Yale Capital Corp
Florida
$1.52M +$1.37M +32,000 +639%
Goldman Sachs
57
Goldman Sachs
New York
$1.51M -$2.37M -55,645 -60%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$1.48M -$14K -327 -0.9%
AWM
59
Axxcess Wealth Management
California
$1.48M -$85 -2 -0%
RJA
60
Raymond James & Associates
Florida
$1.44M +$99.4K +2,330 +7%
PCWA
61
Pacific Capital Wealth Advisors
California
$1.36M +$1.42M +33,252 New
CFS
62
CRA Financial Services
New Jersey
$1.35M -$44.3K -1,037 -3%
BDWCC
63
B&D White Capital Company
Texas
$1.33M – – –
PFA
64
Pinnacle Family Advisors
Missouri
$1.26M +$1.31M +30,725 New
SS
65
Sunbelt Securities
Texas
$1.22M -$207K -4,848 -14%
ASN
66
Advisory Services Network
Georgia
$1.11M +$97.5K +2,285 +9%
Mariner
67
Mariner
Kansas
$1.1M +$615K +14,401 +116%
AWM
68
Activest Wealth Management
Florida
$1.04M +$1.08M +25,322 New
WMA
69
Wealth Management Associates
New Jersey
$993K -$10.8K -253 -1%
DWM
70
Defined Wealth Management
Oregon
$973K +$1.01M +23,741 New
Brown Advisory
71
Brown Advisory
Maryland
$948K – – –
DWP
72
Destiny Wealth Partners
Florida
$936K – – –
SWP
73
Stratos Wealth Partners
Ohio
$916K -$219K -5,121 -19%
ICM
74
Islay Capital Management
Texas
$883K -$27.1K -636 -3%
FPGK
75
Financial Partners Group (Kansas)
Kansas
$858K +$8.92K +209 +1%
1 2
3
4 5

ONEQ Hedge Fund Activity: Q4 2022 in Review

214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q4 2022, worth a combined $629M — up 6.5% from $590M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ONEQ positions and 15 closed out — a net gain of 25 holders — while 68 added to existing stakes and 61 trimmed.

The largest buyer was UBS Group, adding an estimated $11.2M. The largest seller was Focused Wealth Management, cutting an estimated $24.8M.

  • 214 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q4 2022, up from 192 in Q3 2022.
  • Funds reported $629M of Fidelity Nasdaq Composite Index ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 40 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q4 2022 and 15 closed out, a net change of +25 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q4 2022 was UBS Group, an estimated $11.2M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q4 2022 was Focused Wealth Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2022.