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Fidelity Nasdaq Composite Index ETF
ONEQ

218 hedge funds and large institutions have $1.12B invested in Fidelity Nasdaq Composite Index ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more capital invested

Capital invested by funds: $629M → $1.12B (+$487M)

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

21% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 63

20% more funds holding in top 10

Funds holding in top 10: 10 → 12 (+2)

2% more funds holding

Funds holding: 214 → 218 (+4)

0.14% more ownership

Funds ownership: 17.05% → 17.19% (+0.14%)

28% less call options, than puts

Call options by funds: $311K | Put options by funds: $432K

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
3.47%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
27
Increased
76
Reduced
63
Closed
16
Calls
$311K
Puts
$432K
Net Calls
-$121K
Net Calls Change
-$4.86M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$11.3M
2
RIG
Ramiah Investment Group
Wisconsin
+$8.31M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$6M
4
AWM
AE Wealth Management
Kansas
+$4.49M
5
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
+$4.08M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$12.1M
2
Bank of America
Bank of America
North Carolina
-$8.29M
3
HCM
Hollencrest Capital Management
California
-$6.56M
4
FC
Financial Consulate
Maryland
-$4.76M
5
TRCT
Tower Research Capital (TRC)
New York
-$4.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$1.12M -$611K -13,574 -37%
DWP
77
Destiny Wealth Partners
Florida
$1.1M – – –
AF
78
Apexium Financial
Texas
$1.09M +$304K +6,746 +42%
NA
79
NewEdge Advisors
Louisiana
$1.06M +$31.4K +698 +3%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$1.01M +$121K +2,686 +16%
USCWA
81
U.S. Capital Wealth Advisors
Texas
$958K – – –
BPA
82
Beacon Pointe Advisors
California
$940K -$56.6K -1,258 -6%
FPGK
83
Financial Partners Group (Kansas)
Kansas
$884K +$1.53K +34 +0.2%
JWCA
84
J.W. Cole Advisors
Florida
$854K +$206K +4,581 +35%
RL
85
Retireful LLC
Michigan
$850K +$799K +17,737 New
JMPWA
86
JP Morgan Private Wealth Advisors
California
$840K +$90 +2 +0%
AWM
87
Avondale Wealth Management
Texas
$803K +$10.4K +230 +1%
SOS
88
Silver Oak Securities
Tennessee
$789K +$741K +16,459 New
BRWA
89
B. Riley Wealth Advisors
Florida
$779K +$630 +14 +0.1%
LA
90
Lane & Associates
New Jersey
$762K +$270 +6 +0%
PAG
91
Private Advisor Group
New Jersey
$717K +$32.9K +731 +5%
SFS
92
Sowell Financial Services
Arkansas
$715K -$7.56K -168 -1%
MGIA
93
Moneta Group Investment Advisors
Missouri
$675K +$61.9K +1,375 +11%
RI
94
Ridgewood Investments
New Jersey
$664K +$11.4K +253 +2%
GVAG
95
Great Valley Advisor Group
Delaware
$655K +$19.4K +430 +3%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$627K +$21.1K +469 +4%
SIC
97
Samalin Investment Counsel
New York
$604K -$206K -4,568 -27%
TPWA
98
TRUE Private Wealth Advisors
Oregon
$582K +$547K +12,143 New
BBHC
99
Brown Brothers Harriman & Co
New York
$580K – – –
EWP
100
Engrave Wealth Partners
Texas
$564K +$1.22K +27 +0.2%
2 3
4
5 6

ONEQ Hedge Fund Activity: Q1 2023 in Review

218 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q1 2023, worth a combined $1.12B — up 77% from $629M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ONEQ positions and 16 closed out — a net gain of 11 holders — while 76 added to existing stakes and 63 trimmed.

The largest buyer was Creative Planning, adding an estimated $11.3M. The largest seller was Fisher Asset Management, cutting an estimated $12.1M.

  • 218 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q1 2023, up from 214 in Q4 2022.
  • Funds reported $1.12B of Fidelity Nasdaq Composite Index ETF stock for Q1 2023, up 77% quarter-over-quarter.
  • 27 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q1 2023 and 16 closed out, a net change of +11 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q1 2023 was Creative Planning, an estimated $11.3M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q1 2023 was Fisher Asset Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2023.