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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

236 hedge funds and large institutions have $808M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
3.72%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
41
Increased
75
Reduced
66
Closed
23
Calls
$633K
Puts
$140K
Net Calls
+$493K
Net Calls Change
+$614K

Top Buyers

1
HCA
1
Heck Capital Advisors
Wisconsin
$10M
2
EL
2
EQ LLC
Washington
$10.6M
3
SFS
3
Sowell Financial Services
Arkansas
$6.13M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$55.5M
5
KCM
5
KM Capital Management
Texas
$6.67M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$819K
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$13.1M
3
RIG
3
Ramiah Investment Group
Wisconsin
$0
4
FWA
4
FOCUS Wealth Advisors
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
76
Beacon Pointe Advisors
California
$1.25M 23,116 +3,522 +18%
DWM
77
Defined Wealth Management
Oregon
$1.23M 22,709 -1,225 -5%
AF
78
Apexium Financial
Texas
$1.23M 22,674 +46 +0.2%
NA
79
NewEdge Advisors
Louisiana
$1.23M 22,656 +194 +0.9%
USCWA
80
U.S. Capital Wealth Advisors
Texas
$1.16M 21,540 +1,570 +8%
FUBT
81
First United Bank & Trust
Maryland
$1.04M 19,165 +13,475 +237%
SWP
82
Stratos Wealth Partners
Ohio
$1.03M 19,135 +12,820 +203%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$1.02M 18,886 -414 -2%
Renaissance Technologies
84
Renaissance Technologies
New York
$930K 17,200 +17,200 New
LA
85
Lane & Associates
New Jersey
$902K 16,679 +783 +5%
FPGK
86
Financial Partners Group (Kansas)
Kansas
$868K 15,926 -2,508 -14%
SIC
87
Samalin Investment Counsel
New York
$838K 15,488 +2,885 +23%
Creative Planning
88
Creative Planning
Kansas
$819K 15,148 -250,234 -94%
AWM
89
Avondale Wealth Management
Texas
$813K 15,042 -1,704 -10%
CA
90
CoreCap Advisors
Michigan
$800K 14,789 +14,789 New
BRWA
91
B. Riley Wealth Advisors
Florida
$796K 14,712 -1,533 -9%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$791K 14,623 +1,541 +12%
ICM
93
Islay Capital Management
Texas
$776K 14,348 +10,767 +301%
RI
94
Ridgewood Investments
New Jersey
$774K 14,316 +476 +3%
GVAG
95
Great Valley Advisor Group
Delaware
$758K 14,008 +338 +2%
IA
96
IFP Advisors
Florida
$680K 12,579 -8,885 -41%
EWP
97
Engrave Wealth Partners
Texas
$660K 12,204 +20 +0.2%
MGIA
98
Moneta Group Investment Advisors
Missouri
$657K 12,147 -1,928 -14%
TPWA
99
TRUE Private Wealth Advisors
Oregon
$657K 12,144 +1 +0%
BBHC
100
Brown Brothers Harriman & Co
New York
$654K 12,100 – –
2 3
4
5 6