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Fidelity Nasdaq Composite Index ETF
ONEQ

218 hedge funds and large institutions have $1.12B invested in Fidelity Nasdaq Composite Index ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more capital invested

Capital invested by funds: $629M → $1.12B (+$487M)

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 63

20% more funds holding in top 10

Funds holding in top 10: 10 → 12 (+2)

2% more funds holding

Funds holding: 214 → 218 (+4)

0.14% more ownership

Funds ownership: 17.05% → 17.19% (+0.14%)

28% less call options, than puts

Call options by funds: $311K | Put options by funds: $432K

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
3.47%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
27
Increased
76
Reduced
63
Closed
16
Calls
$311K
Puts
$432K
Net Calls
-$121K
Net Calls Change
-$4.86M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$11.3M
2
RIG
Ramiah Investment Group
Wisconsin
+$8.31M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$6M
4
AWM
AE Wealth Management
Kansas
+$4.49M
5
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
+$4.08M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$12.1M
2
Bank of America
Bank of America
North Carolina
-$8.29M
3
HCM
Hollencrest Capital Management
California
-$6.56M
4
FC
Financial Consulate
Maryland
-$4.76M
5
TRCT
Tower Research Capital (TRC)
New York
-$4.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BZWA
51
Blue Zone Wealth Advisors
California
$2.07M -$498K -11,050 -20%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.02M -$554K -12,303 -23%
Stifel Financial
53
Stifel Financial
Missouri
$1.99M -$1.95M -43,231 -51%
IWC
54
Integrated Wealth Concepts
Massachusetts
$1.95M +$75.2K +1,671 +4%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.88M -$798K -17,722 -31%
KA
56
Kovack Advisors
Florida
$1.81M +$3.6K +80 +0.2%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$1.8M +$67.1K +1,490 +4%
HSWM
58
Hubbell Strickland Wealth Management
Louisiana
$1.79M -$142K -3,143 -8%
TYCC
59
Texas Yale Capital Corp
Florida
$1.77M – – –
AWM
60
Axxcess Wealth Management
California
$1.73M – – –
AWM
61
Avior Wealth Management
Nebraska
$1.7M -$187K -4,157 -10%
MML Investors Services
62
MML Investors Services
Massachusetts
$1.62M -$430K -9,545 -22%
ASN
63
Advisory Services Network
Georgia
$1.56M +$252K +5,592 +21%
BDWCC
64
B&D White Capital Company
Texas
$1.56M – – –
Lido Advisors
65
Lido Advisors
California
$1.55M +$695K +15,443 +91%
CFS
66
CRA Financial Services
New Jersey
$1.51M -$65.2K -1,449 -4%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.49M -$616K -13,676 -31%
RJA
68
Raymond James & Associates
Florida
$1.42M -$252K -5,606 -16%
MCC
69
Money Concepts Capital
Florida
$1.35M +$3.23M +71,690 +124%
Mariner
70
Mariner
Kansas
$1.32M +$32.5K +722 +3%
Citadel Advisors
71
Citadel Advisors
Florida
$1.17M -$1.42M -31,600 -56%
Brown Advisory
72
Brown Advisory
Maryland
$1.17M +$54.9K +1,220 +5%
AFG
73
Arkansas Financial Group
Arkansas
$1.17M +$284K +6,308 +35%
WMA
74
Wealth Management Associates
New Jersey
$1.15M -$12.2K -272 -1%
DWM
75
Defined Wealth Management
Oregon
$1.15M +$8.69K +193 +0.8%
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3
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ONEQ Hedge Fund Activity: Q1 2023 in Review

218 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q1 2023, worth a combined $1.12B — up 77% from $629M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ONEQ positions and 16 closed out — a net gain of 11 holders — while 76 added to existing stakes and 63 trimmed.

The largest buyer was Creative Planning, adding an estimated $11.3M. The largest seller was Fisher Asset Management, cutting an estimated $12.1M.

  • 218 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q1 2023, up from 214 in Q4 2022.
  • Funds reported $1.12B of Fidelity Nasdaq Composite Index ETF stock for Q1 2023, up 77% quarter-over-quarter.
  • 27 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q1 2023 and 16 closed out, a net change of +11 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q1 2023 was Creative Planning, an estimated $11.3M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q1 2023 was Fisher Asset Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2023.