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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

214 hedge funds and large institutions have $629M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
214
Holders Change
+22
Holders Change %
+11.46%
% of All Funds
3.45%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
40
Increased
68
Reduced
61
Closed
15
Calls
$4.85M
Puts
$111K
Net Calls
+$4.74M
Net Calls Change
+$4.17M

Top Buyers

1
LWM
1
LJI Wealth Management
Indiana
$13.6M
2
UBS Group
2
UBS Group
Switzerland
$15.5M
3
Bank of America
3
Bank of America
North Carolina
$30.5M
4
HCM
4
Hollencrest Capital Management
California
$15.2M
5
Wells Fargo
5
Wells Fargo
California
$8.35M

Top Sellers

1
FWM
1
Focused Wealth Management
New York
$59.3K
2
MIH
2
Meitav Investment House
Israel
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.78M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$26.6M
5
LPL Financial
5
LPL Financial
California
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
76
Beacon Pointe Advisors
California
$854K 20,852 +1,493 +8%
Two Sigma Investments
77
Two Sigma Investments
New York
$848K 20,700 +3,700 +22%
GIA
78
GHP Investment Advisors
Colorado
$836K 20,404 +20,404 New
USCWA
79
U.S. Capital Wealth Advisors
Texas
$818K 19,970 +19,970 New
AFG
80
Arkansas Financial Group
Arkansas
$738K 18,001 +18,001 New
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$718K 17,519 +2,719 +18%
SIC
82
Samalin Investment Counsel
New York
$703K 17,171 +9,210 +116%
Lido Advisors
83
Lido Advisors
California
$695K 16,974 -1,770 -9%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$681K 16,614 -3,062 -16%
AWM
85
Avondale Wealth Management
Texas
$677K 16,516 +164 +1%
BRWA
86
B. Riley Wealth Advisors
Florida
$665K 16,231 -2,017 -11%
LA
87
Lane & Associates
New Jersey
$651K 15,890 +15,890 New
AF
88
Apexium Financial
Texas
$651K 15,882 +7,397 +87%
LFG
89
Larson Financial Group
Missouri
$622K 15,192 +13,880 +1,058%
SFS
90
Sowell Financial Services
Arkansas
$618K 15,075 -1,030 -6%
Creative Planning
91
Creative Planning
Kansas
$605K 14,762 +5,996 +68%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$586K 14,300 +3,000 +27%
MGIA
93
Moneta Group Investment Advisors
Missouri
$577K 12,700 +12,700 New
RI
94
Ridgewood Investments
New Jersey
$557K 13,587 -268 -2%
GVAG
95
Great Valley Advisor Group
Delaware
$542K 13,240 +894 +7%
JWCA
96
J.W. Cole Advisors
Florida
$542K 13,233 -2,187 -14%
EWP
97
Engrave Wealth Partners
Texas
$522K 12,157 +40 +0.3%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$517K 12,613 +131 +1%
Cerity Partners
99
Cerity Partners
New York
$503K 12,270 – –
BBHC
100
Brown Brothers Harriman & Co
New York
$496K 12,100 – –
2 3
4
5 6