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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

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.

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
3.49%
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
1
Creative Planning
Kansas
$12.7M
2
RIG
2
Ramiah Investment Group
Wisconsin
$8.85M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$23.6M
4
AWM
4
AE Wealth Management
Kansas
$12.5M
5
OLVIG
5
Oliver Lagore Vanvalin Investment Group
Michigan
$4.35M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$80.1M
2
Bank of America
2
Bank of America
North Carolina
$26.9M
3
HCM
3
Hollencrest Capital Management
California
$10.8M
4
FC
4
Financial Consulate
Maryland
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
76
Goldman Sachs
New York
$1.12M 23,354 -13,574 -37%
DWP
77
Destiny Wealth Partners
Florida
$1.1M 22,850 – –
AF
78
Apexium Financial
Texas
$1.09M 22,628 +6,746 +42%
NA
79
NewEdge Advisors
Louisiana
$1.06M 22,462 +698 +3%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$1.01M 19,300 +2,686 +16%
USCWA
81
U.S. Capital Wealth Advisors
Texas
$958K 19,970 – –
BPA
82
Beacon Pointe Advisors
California
$940K 19,594 -1,258 -6%
FPGK
83
Financial Partners Group (Kansas)
Kansas
$884K 18,434 +34 +0.2%
JWCA
84
J.W. Cole Advisors
Florida
$854K 17,814 +4,581 +35%
RL
85
Retireful LLC
Michigan
$850K 17,737 +17,737 New
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$840K 17,521 +2 +0%
AWM
87
Avondale Wealth Management
Texas
$803K 16,746 +230 +1%
SOS
88
Silver Oak Securities
Tennessee
$789K 16,459 +16,459 New
BRWA
89
B. Riley Wealth Advisors
Florida
$779K 16,245 +14 +0.1%
LA
90
Lane & Associates
New Jersey
$762K 15,896 +6 +0%
PAG
91
Private Advisor Group
New Jersey
$717K 14,947 +731 +5%
SFS
92
Sowell Financial Services
Arkansas
$715K 14,907 -168 -1%
MGIA
93
Moneta Group Investment Advisors
Missouri
$675K 14,075 +1,375 +11%
RI
94
Ridgewood Investments
New Jersey
$664K 13,840 +253 +2%
GVAG
95
Great Valley Advisor Group
Delaware
$655K 13,670 +430 +3%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$627K 13,082 +469 +4%
SIC
97
Samalin Investment Counsel
New York
$604K 12,603 -4,568 -27%
TPWA
98
TRUE Private Wealth Advisors
Oregon
$582K 12,143 +12,143 New
BBHC
99
Brown Brothers Harriman & Co
New York
$580K 12,100 – –
EWP
100
Engrave Wealth Partners
Texas
$564K 12,184 +27 +0.2%
2 3
4
5 6