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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

268 hedge funds and large institutions have $994M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 17 closing their positions.

Holders
268
Holders Change
+12
Holders Change %
+4.69%
% of All Funds
3.93%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
31
Increased
94
Reduced
69
Closed
17
Calls
$812K
Puts
$71K
Net Calls
+$741K
Net Calls Change
+$1.6M

Top Buyers

1
GCIM
1
Gunn & Company Investment Management
Florida
$21M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.2M
3
SPIS
3
Steward Partners Investment Solutions
Oregon
$15.8M
4
Bank of America
4
Bank of America
North Carolina
$42.8M
5
GM
5
GeoWealth Management
Illinois
$8.26M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$939K
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$76.7M
3
WCAMG
3
Woodard & Company Asset Management Group
North Carolina
$235K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SS
51
Sunbelt Securities
Texas
$3.65M 61,534 +4,641 +8%
PCWA
52
Pacific Capital Wealth Advisors
California
$3.49M 58,897 – –
AIC
53
Ayalon Insurance Company
Israel
$3.42M 57,760 – –
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$3.28M 55,419 +8,778 +19%
Stifel Financial
55
Stifel Financial
Missouri
$3.2M 54,083 -2,505 -4%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$3.11M 52,480 -2,477 -5%
BDWCC
57
B&D White Capital Company
Texas
$2.79M 47,132 +7,871 +20%
MCC
58
Money Concepts Capital
Florida
$2.65M 44,670 +674 +2%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$2.57M 43,335 -70 -0.2%
BZWA
60
Blue Zone Wealth Advisors
California
$2.56M 43,145 – –
CPCP
61
Cedar Point Capital Partners
Iowa
$2.48M 41,859 +41,859 New
FSA
62
Financial Services Advisory
Maryland
$2.37M 39,939 +23,860 +148%
AFG
63
Arkansas Financial Group
Arkansas
$2.22M 37,400 +12,039 +47%
TYCC
64
Texas Yale Capital Corp
Florida
$2.19M 37,011 – –
AWM
65
Axxcess Wealth Management
California
$2.14M 36,114 +3 +0%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$2.14M 36,084 – –
KA
67
Kovack Advisors
Florida
$2M 33,712 -808 -2%
IWC
68
Integrated Wealth Concepts
Massachusetts
$1.98M 33,499 +613 +2%
MML Investors Services
69
MML Investors Services
Massachusetts
$1.94M 32,678 -1,157 -3%
KPWS
70
Kestra Private Wealth Services
Texas
$1.92M 32,365 +2,576 +9%
CFS
71
CRA Financial Services
New Jersey
$1.84M 30,995 -399 -1%
Lido Advisors
72
Lido Advisors
California
$1.81M 30,579 -53 -0.2%
Mariner
73
Mariner
Kansas
$1.78M 29,991 +2,400 +9%
RJA
74
Raymond James & Associates
Florida
$1.75M 29,596 +272 +0.9%
HSWM
75
Hubbell Strickland Wealth Management
Louisiana
$1.69M 28,591 -1,108 -4%
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