ONEQ icon

Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

136 hedge funds and large institutions have $345M invested in Fidelity Nasdaq Composite Index ETF in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
29
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
1
FormulaFolio Investments
Michigan
$21.8M
2
DWA
2
Divergent Wealth Advisors
Utah
$18.7M
3
KAS
3
Kestra Advisory Services
Texas
$9.89M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$43.4M
5
FHC
5
First Heartland Consultants
Missouri
$5.95M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$17.7M
2
RIA
2
Regal Investment Advisors
Michigan
$0
3
Jane Street
3
Jane Street
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
76
Bennicas & Associates
California
$352K 811 +2 +0.2%
RI
77
Ridgewood Investments
New Jersey
$342K 787 +787 New
AA
78
Aufman Associates
Pennsylvania
$327K 754 – –
MA
79
Mutual Advisors
Nebraska
$308K 710 -20 -3%
SWP
80
Stratos Wealth Partners
Ohio
$291K 671 -516 -43%
MFG
81
Magnus Financial Group
New York
$285K 658 +658 New
AIP
82
Ahrens Investment Partners
Louisiana
$244K 563 -686 -55%
DIA
83
Dana Investment Advisors
Wisconsin
$226K 520 – –
TYCC
84
Texas Yale Capital Corp
Florida
$218K 501 +501 New
WAAG
85
Wealth Alliance Advisory Group
Kansas
$217K 499 -55 -10%
KFI
86
Key Financial Inc
Pennsylvania
$212K 488 +488 New
BC
87
Burney Company
Virginia
$209K 482 +482 New
CPO
88
Cerity Partners OCIO
New York
$205K 472 +472 New
IF
89
Ironwood Financial
Arizona
$203K 468 – –
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$197K 452 -39 -8%
IFAM
91
Institutional & Family Asset Management
Colorado
$173K 399 +60 +18%
AA
92
AlphaMark Advisors
Kentucky
$166K 382 -80 -17%
GWM
93
Geneos Wealth Management
Colorado
$160K 378 -21 -5%
FP
94
Fiduciary Planning
Florida
$139K 321 +321 New
GRP
95
Global Retirement Partners
California
$130K 299 -143 -32%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$130K 300 – –
AIC
97
Ayalon Insurance Company
Israel
$124K 285 +96 +51%
CFD
98
Creative Financial Designs
Indiana
$120K 277 – –
CAL
99
Capital Analysts LLC
Pennsylvania
$109K 250 – –
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$109K 251 +251 New
2 3
4
5 6