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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

172 hedge funds and large institutions have $434M invested in Fidelity Nasdaq Composite Index ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 19 closing their positions.

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.11%
New
27
Increased
44
Reduced
52
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIIMS
1
Analyst IMS Investment Management Services
Israel
$34.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$14.5M
3
AAS
3
Avantax Advisory Services
Texas
$9.42M
4
HAS
4
HBW Advisory Services
California
$7.71M
5
SFS
5
Sowell Financial Services
Arkansas
$7.99M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$247K
2
SS
2
Simplicity Solutions
Minnesota
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$31.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWP
76
Engrave Wealth Partners
Texas
$616K 1,199 +1 +0.1%
SC
77
Solstein Capital
California
$607K 1,182 -18 -2%
Lido Advisors
78
Lido Advisors
California
$590K 1,148 – –
Creative Planning
79
Creative Planning
Kansas
$587K 1,144 +18 +2%
BFA
80
Beaumont Financial Advisors
Massachusetts
$565K 1,100 -75 -6%
WCAMG
81
Woodard & Company Asset Management Group
North Carolina
$550K 1,072 +2 +0.2%
RJT
82
Raymond James Trust
Florida
$535K 1,041 +215 +26%
UBS Group
83
UBS Group
Switzerland
$480K 9,342 -1,291 -12%
TFS
84
Thoroughbred Financial Services
Tennessee
$474K 923 – –
CAG
85
Csenge Advisory Group
Florida
$473K 8,769 +8,769 New
IA
86
IFP Advisors
Florida
$453K 843 -21 -2%
CA
87
Calton & Associates
Florida
$448K 872 -51 -6%
GWM
88
Geneos Wealth Management
Colorado
$432K 7,950 +7,136 +877%
CWMU
89
Caliber Wealth Management (Utah)
Utah
$428K 834 – –
GWM
90
Greenhouse Wealth Management
Connecticut
$418K 813 – –
SWP
91
Stratos Wealth Partners
Ohio
$399K 776 +1 +0.1%
AA
92
Aufman Associates
Pennsylvania
$387K 754 – –
SG
93
StoneX Group
New York
$380K 741 -43 -5%
COCM
94
Charter Oak Capital Management
New Hampshire
$366K 713 – –
SIC
95
Salem Investment Counselors
North Carolina
$359K 700 +700 New
BRWA
96
B. Riley Wealth Advisors
Florida
$342K 668 +668 New
GAM
97
Geier Asset Management
Maryland
$339K 6,288 +5,852 +1,342%
MA
98
Mutual Advisors
Nebraska
$336K 653 -10 -2%
AIC
99
Ameritas Investment Company
Nebraska
$329K 640 +640 New
AIP
100
Ahrens Investment Partners
Louisiana
$321K 625 +61 +11%
2 3
4
5 6