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Fidelity Nasdaq Composite Index ETF
ONEQ

101 hedge funds and large institutions have $145M invested in Fidelity Nasdaq Composite Index ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

2% more funds holding

Funds holding: 99 → 101 (+2)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

30% less capital invested

Capital invested by funds: $208M → $145M (-$62.4M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

144.99% less ownership

Funds ownership: 234.29% → 89.3% (-145%)

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
29
Reduced
27
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
+$4.33M
2
Morgan Stanley
Morgan Stanley
New York
+$3.46M
3
Bank of America
Bank of America
North Carolina
+$2.77M
4
KA
Kovack Advisors
Florida
+$1.73M
5
LPL Financial
LPL Financial
California
+$1.55M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$243M
2
CCP
Cardan Capital Partners
Colorado
-$21.3M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$12.3M
4
SPC
Sigma Planning Corp
Michigan
-$5.87M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
76
M&R Capital Management
New Jersey
$35K +$38.8K +1,370 New
HH
77
HWG Holdings
Texas
$34K -$18.1K -640 -33%
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$26K -$3.68K -130 -12%
GRP
79
Global Retirement Partners
California
$26K – – –
AIC
80
Archer Investment Corporation
Indiana
$26K +$28.3K +1,000 New
AIM
81
Anchor Investment Management
South Carolina
$26K +$28.3K +1,000 New
CAL
82
Capital Advisors Ltd
Ohio
$25K – – –
1IA
83
1834 Investment Advisors
Wisconsin
$25K +$27.2K +960 New
TRCT
84
Tower Research Capital (TRC)
New York
$22K +$24.9K +880 New
NSG
85
Nalls Sherbakoff Group
Tennessee
$21K +$22.6K +800 New
US Bancorp
86
US Bancorp
Minnesota
$19K – – –
VFA
87
Valeo Financial Advisors
Indiana
$19K – – –
BFEC
88
Benjamin F. Edwards & Company
Missouri
$18K – – –
RFWA
89
RPg Family Wealth Advisory
Massachusetts
$15.1K -$4.53K -160 -22%
AIP
90
Ameritas Investment Partners
Nebraska
$14K – – –
MFW
91
Mosaic Family Wealth
Missouri
$13K – – –
AA
92
AlphaMark Advisors
Kentucky
$13K +$14.2K +500 New
CFGS
93
Concourse Financial Group Securities
Alabama
$13K +$15K +530 New
CAL
94
Capital Analysts LLC
Pennsylvania
$11K – – –
LWANC
95
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K +$11.3K +400 New
RFA
96
Reilly Financial Advisors
California
$10K +$11.3K +400 New
NFG
97
Next Financial Group
Texas
$9K +$9.91K +350 New
PMFA
98
Plante Moran Financial Advisors
Michigan
$3K – – –
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.98K +70 New
BWM
100
BerganKDV Wealth Management
Minnesota
$1K – – –
1 2 3
4
5

ONEQ Hedge Fund Activity: Q4 2018 in Review

101 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q4 2018, worth a combined $145M — down 30% from $208M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ONEQ positions and 25 closed out — a net gain of 3 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was Baird Financial Group, opening a new position worth an estimated $4.33M. The largest seller was Cornerstone Wealth Management, cutting an estimated $243M.

  • 101 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q4 2018, up from 99 in Q3 2018.
  • Funds reported $145M of Fidelity Nasdaq Composite Index ETF stock for Q4 2018, down 30% quarter-over-quarter.
  • 28 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q4 2018 and 25 closed out, a net change of +3 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q4 2018 was Baird Financial Group, an estimated $4.33M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $243M sold.

Based on aggregated 13F filings for Q4 2018.