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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

256 hedge funds and large institutions have $796M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 16 closing their positions.

Holders
256
Holders Change
+20
Holders Change %
+8.47%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
36
Increased
81
Reduced
72
Closed
16
Calls
$198K
Puts
$1.05M
Net Calls
-$854K
Net Calls Change
-$1.35M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$9.44M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.02M
3
CFS
3
Commonwealth Financial Services
West Virginia
$7.39M
4
ACA
4
Aptus Capital Advisors
Alabama
$6.45M
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.45M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$822K
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$72.3M
4
SFS
4
Sowell Financial Services
Arkansas
$1.33M
5
JWM
5
Jackson Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
76
Sowell Financial Services
Arkansas
$1.33M 25,599 -87,806 -77%
AFG
77
Arkansas Financial Group
Arkansas
$1.32M 25,361 +491 +2%
WMA
78
Wealth Management Associates
New Jersey
$1.22M 23,493 -46 -0.2%
Brown Advisory
79
Brown Advisory
Maryland
$1.2M 23,130 – –
BPA
80
Beacon Pointe Advisors
California
$1.2M 23,116 – –
NA
81
NewEdge Advisors
Louisiana
$1.19M 22,898 +242 +1%
DWP
82
Destiny Wealth Partners
Florida
$1.19M 22,850 – –
DWM
83
Defined Wealth Management
Oregon
$1.18M 22,679 -30 -0.1%
AF
84
Apexium Financial
Texas
$1.17M 22,479 -195 -0.9%
USCWA
85
U.S. Capital Wealth Advisors
Texas
$1.12M 21,540 – –
ICM
86
Islay Capital Management
Texas
$1.1M 21,147 +6,799 +47%
FUBT
87
First United Bank & Trust
Maryland
$1.09M 20,935 +1,770 +9%
SWP
88
Stratos Wealth Partners
Ohio
$1.03M 19,792 +657 +3%
AWM
89
Avior Wealth Management
Nebraska
$1.02M 19,547 -7,594 -28%
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$982K 18,887 +1 +0%
PCIA
91
Prime Capital Investment Advisors
Kansas
$914K 17,577 +7,199 +69%
Creative Planning
92
Creative Planning
Kansas
$889K 17,109 +1,961 +13%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$878K 16,894 +2,271 +16%
GCIM
94
Gunn & Company Investment Management
Florida
$853K 16,403 +16,403 New
LA
95
Lane & Associates
New Jersey
$847K 16,295 -384 -2%
SIC
96
Samalin Investment Counsel
New York
$841K 16,171 +683 +4%
FSA
97
Financial Services Advisory
Maryland
$836K 16,079 -14,892 -48%
FPGK
98
Financial Partners Group (Kansas)
Kansas
$827K 15,518 -408 -3%
UWPG
99
Ullmann Wealth Partners Group
Florida
$822K 15,817 -226,291 -93%
AWM
100
Avondale Wealth Management
Texas
$790K 15,203 +161 +1%
2 3
4
5 6