ONEQ icon

Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

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.

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
3.49%
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
1
Creative Planning
Kansas
$12.7M
2
RIG
2
Ramiah Investment Group
Wisconsin
$8.85M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$23.6M
4
AWM
4
AE Wealth Management
Kansas
$12.5M
5
OLVIG
5
Oliver Lagore Vanvalin Investment Group
Michigan
$4.35M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$80.1M
2
Bank of America
2
Bank of America
North Carolina
$26.9M
3
HCM
3
Hollencrest Capital Management
California
$10.8M
4
FC
4
Financial Consulate
Maryland
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BZWA
51
Blue Zone Wealth Advisors
California
$2.07M 43,145 -11,050 -20%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.02M 42,041 -12,303 -23%
Stifel Financial
53
Stifel Financial
Missouri
$1.99M 41,588 -43,231 -51%
IWC
54
Integrated Wealth Concepts
Massachusetts
$1.95M 40,724 +1,671 +4%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.88M 39,211 -17,722 -31%
KA
56
Kovack Advisors
Florida
$1.81M 37,651 +80 +0.2%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$1.8M 37,574 +1,490 +4%
HSWM
58
Hubbell Strickland Wealth Management
Louisiana
$1.79M 37,352 -3,143 -8%
TYCC
59
Texas Yale Capital Corp
Florida
$1.77M 37,011 – –
AWM
60
Axxcess Wealth Management
California
$1.73M 36,020 – –
AWM
61
Avior Wealth Management
Nebraska
$1.7M 35,524 -4,157 -10%
MML Investors Services
62
MML Investors Services
Massachusetts
$1.62M 33,831 -9,545 -22%
ASN
63
Advisory Services Network
Georgia
$1.56M 32,601 +5,592 +21%
BDWCC
64
B&D White Capital Company
Texas
$1.56M 32,560 – –
Lido Advisors
65
Lido Advisors
California
$1.55M 32,417 +15,443 +91%
CFS
66
CRA Financial Services
New Jersey
$1.51M 31,503 -1,449 -4%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.49M 31,142 -13,676 -31%
RJA
68
Raymond James & Associates
Florida
$1.42M 29,641 -5,606 -16%
MCC
69
Money Concepts Capital
Florida
$1.35M 129,319 +71,690 +124%
Mariner
70
Mariner
Kansas
$1.32M 27,575 +722 +3%
Citadel Advisors
71
Citadel Advisors
Florida
$1.17M 24,381 -31,600 -56%
Brown Advisory
72
Brown Advisory
Maryland
$1.17M 24,350 +1,220 +5%
AFG
73
Arkansas Financial Group
Arkansas
$1.17M 24,309 +6,308 +35%
WMA
74
Wealth Management Associates
New Jersey
$1.15M 23,963 -272 -1%
DWM
75
Defined Wealth Management
Oregon
$1.15M 23,934 +193 +0.8%
1 2
3
4 5