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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

236 hedge funds and large institutions have $808M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
3.72%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
41
Increased
75
Reduced
66
Closed
23
Calls
$633K
Puts
$140K
Net Calls
+$493K
Net Calls Change
+$614K

Top Buyers

1
HCA
1
Heck Capital Advisors
Wisconsin
$10M
2
EL
2
EQ LLC
Washington
$10.6M
3
SFS
3
Sowell Financial Services
Arkansas
$6.13M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$55.5M
5
KCM
5
KM Capital Management
Texas
$6.67M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$819K
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$13.1M
3
RIG
3
Ramiah Investment Group
Wisconsin
$0
4
FWA
4
FOCUS Wealth Advisors
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$2.22M 40,981 -607 -1%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$2.14M 39,527 +316 +0.8%
ASN
53
Advisory Services Network
Georgia
$2.06M 38,153 +5,552 +17%
PFA
54
Pinnacle Family Advisors
Missouri
$2.04M 37,726 -7,642 -17%
TYCC
55
Texas Yale Capital Corp
Florida
$2M 37,011 – –
AWM
56
Axxcess Wealth Management
California
$1.95M 36,105 +85 +0.2%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$1.95M 36,084 -1,490 -4%
MML Investors Services
58
MML Investors Services
Massachusetts
$1.93M 35,748 +1,917 +6%
IWC
59
Integrated Wealth Concepts
Massachusetts
$1.81M 33,428 -7,296 -18%
BDWCC
60
B&D White Capital Company
Texas
$1.76M 32,560 – –
Mariner
61
Mariner
Kansas
$1.73M 32,025 +4,450 +16%
CFS
62
CRA Financial Services
New Jersey
$1.7M 31,504 +1 +0%
FSA
63
Financial Services Advisory
Maryland
$1.67M 30,971 +30,971 New
Lido Advisors
64
Lido Advisors
California
$1.65M 30,536 -1,881 -6%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.62M 29,899 -46,188 -61%
HSWM
66
Hubbell Strickland Wealth Management
Louisiana
$1.61M 29,740 -7,612 -20%
RJA
67
Raymond James & Associates
Florida
$1.56M 28,776 -865 -3%
AWM
68
Avior Wealth Management
Nebraska
$1.47M 27,141 -8,383 -24%
PAG
69
Private Advisor Group
New Jersey
$1.43M 26,464 +11,517 +77%
AFG
70
Arkansas Financial Group
Arkansas
$1.34M 24,870 +561 +2%
KPWS
71
Kestra Private Wealth Services
Texas
$1.34M 24,860 +18,017 +263%
WMA
72
Wealth Management Associates
New Jersey
$1.27M 23,539 -424 -2%
Two Sigma Investments
73
Two Sigma Investments
New York
$1.26M 23,300 +23,300 New
DWP
74
Destiny Wealth Partners
Florida
$1.26M 22,850 – –
Brown Advisory
75
Brown Advisory
Maryland
$1.25M 23,130 -1,220 -5%
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