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Fidelity Nasdaq Composite Index ETF
ONEQ

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.

New
Increased
Maintained
Reduced
Closed

4,266% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $111K

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

11% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 61

11% more funds holding

Funds holding: 192 → 214 (+22)

7% more capital invested

Capital invested by funds: $590M → $629M (+$38.5M)

0.67% more ownership

Funds ownership: 16.39% → 17.05% (+0.67%)

Holders
214
Holders Change
+22
Holders Change %
+11.46%
% of All Funds
3.44%
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
UBS Group
UBS Group
Switzerland
+$11.2M
2
Bank of America
Bank of America
North Carolina
+$10.9M
3
HCM
Hollencrest Capital Management
California
+$10.7M
4
Wells Fargo
Wells Fargo
California
+$5.41M
5
FC
Financial Consulate
Maryland
+$4.96M

Top Sellers

1
FWM
Focused Wealth Management
New York
-$24.8M
2
MIH
Meitav Investment House
Israel
-$13.3M
3
MML Investors Services
MML Investors Services
Massachusetts
-$6.44M
4
HighTower Advisors
HighTower Advisors
Illinois
-$4.5M
5
LPL Financial
LPL Financial
California
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$854K +$63.7K +1,493 +8%
Two Sigma Investments
77
Two Sigma Investments
New York
$848K +$158K +3,700 +22%
GIA
78
GHP Investment Advisors
Colorado
$836K +$871K +20,404 New
USCWA
79
U.S. Capital Wealth Advisors
Texas
$818K +$852K +19,970 New
AFG
80
Arkansas Financial Group
Arkansas
$738K +$768K +18,001 New
JMPWA
81
JP Morgan Private Wealth Advisors
California
$718K +$116K +2,719 +18%
SIC
82
Samalin Investment Counsel
New York
$703K +$393K +9,210 +116%
Lido Advisors
83
Lido Advisors
California
$695K -$75.5K -1,770 -9%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$681K -$131K -3,062 -16%
AWM
85
Avondale Wealth Management
Texas
$677K +$7K +164 +1%
BRWA
86
B. Riley Wealth Advisors
Florida
$665K -$86.1K -2,017 -11%
LA
87
Lane & Associates
New Jersey
$651K +$678K +15,890 New
AF
88
Apexium Financial
Texas
$651K +$316K +7,397 +87%
LFG
89
Larson Financial Group
Missouri
$622K +$592K +13,880 +1,058%
SFS
90
Sowell Financial Services
Arkansas
$618K -$44K -1,030 -6%
Creative Planning
91
Creative Planning
Kansas
$605K +$256K +5,996 +68%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$586K +$128K +3,000 +27%
MGIA
93
Moneta Group Investment Advisors
Missouri
$577K +$542K +12,700 New
RI
94
Ridgewood Investments
New Jersey
$557K -$11.4K -268 -2%
GVAG
95
Great Valley Advisor Group
Delaware
$542K +$38.2K +894 +7%
JWCA
96
J.W. Cole Advisors
Florida
$542K -$93.3K -2,187 -14%
EWP
97
Engrave Wealth Partners
Texas
$522K +$1.71K +40 +0.3%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$517K +$5.59K +131 +1%
Cerity Partners
99
Cerity Partners
New York
$503K – – –
BBHC
100
Brown Brothers Harriman & Co
New York
$496K – – –
2 3
4
5 6

ONEQ Hedge Fund Activity: Q4 2022 in Review

214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q4 2022, worth a combined $629M — up 6.5% from $590M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ONEQ positions and 15 closed out — a net gain of 25 holders — while 68 added to existing stakes and 61 trimmed.

The largest buyer was UBS Group, adding an estimated $11.2M. The largest seller was Focused Wealth Management, cutting an estimated $24.8M.

  • 214 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q4 2022, up from 192 in Q3 2022.
  • Funds reported $629M of Fidelity Nasdaq Composite Index ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 40 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q4 2022 and 15 closed out, a net change of +25 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q4 2022 was UBS Group, an estimated $11.2M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q4 2022 was Focused Wealth Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2022.