We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

114 hedge funds and large institutions have $185M invested in Fidelity Nasdaq Composite Index ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

27% more capital invested

Capital invested by funds: $145M → $185M (+$39.4M)

13% more funds holding

Funds holding: 101114 (+13)

3.98% more ownership

Funds ownership: 89.3%93.28% (+4%)

Holders
114
Holders Change
+13
Holders Change %
+12.87%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
39
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IF
76
Ironwood Financial
Arizona
$149K +$288 +10 +0.2%
Marshall Wace
77
Marshall Wace
United Kingdom
$131K +$125K +4,330 New
S
78
SignatureFD
Georgia
$117K +$44.3K +1,540 +66%
CFD
79
Creative Financial Designs
Indiana
$82K
WPW
80
Winthrop Partners - WNY
New York
$75.8K
AA
81
Advisory Alpha
Michigan
$75.7K +$70K +2,430 New
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$61K
SWM
83
SeaCrest Wealth Management
New York
$61K
SFG
84
SevenBridge Financial Group
Pennsylvania
$61K
RCAG
85
Rehmann Capital Advisory Group
Michigan
$59.9K +$3.17K +110 +6%
KPCM
86
Kings Point Capital Management
New York
$55K
TRCT
87
Tower Research Capital (TRC)
New York
$46K +$18.4K +640 +73%
MRCM
88
M&R Capital Management
New Jersey
$43K
HH
89
HWG Holdings
Texas
$40K +$288 +10 +0.8%
AIM
90
Anchor Investment Management
South Carolina
$30.3K
AIC
91
Archer Investment Corporation
Indiana
$30K
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$30K
GRP
93
Global Retirement Partners
California
$30K
TFGT
94
TS Financial Group (TSFG)
Illinois
$30K +$28.8K +1,000 New
1IA
95
1834 Investment Advisors
Wisconsin
$29K
CAL
96
Capital Advisors Ltd
Ohio
$29K
BFEC
97
Benjamin F. Edwards & Company
Missouri
$26K +$4.89K +170 +25%
JP Morgan Chase
98
JP Morgan Chase
New York
$24K +$23K +800 New
US Bancorp
99
US Bancorp
Minnesota
$23K
VFA
100
Valeo Financial Advisors
Indiana
$23K

ONEQ Hedge Fund Activity: Q1 2019 in Review

114 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q1 2019, worth a combined $185M — up 27% from $145M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ONEQ positions and 9 closed out — a net gain of 14 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $6.22M. The largest seller was Bank of America, cutting an estimated $8.31M.

  • 114 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q1 2019, up from 101 in Q4 2018.
  • Funds reported $185M of Fidelity Nasdaq Composite Index ETF stock for Q1 2019, up 27% quarter-over-quarter.
  • 23 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q1 2019 and 9 closed out, a net change of +14 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q1 2019 was Commonwealth Equity Services, an estimated $6.22M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q1 2019 was Bank of America, an estimated $8.31M sold.

Based on aggregated 13F filings for Q1 2019.