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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

286 hedge funds and large institutions have $1.06B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 17 closing their positions.

Holders
286
Holders Change
+18
Holders Change %
+6.72%
% of All Funds
4.15%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
93
Reduced
77
Closed
17
Calls
$277K
Puts
$12K
Net Calls
+$265K
Net Calls Change
-$476K

Top Buyers

1
NRI
1
NFP Retirement Inc
California
$29.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$79.6M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$6.83M
4
TAM
4
TCP Asset Management
Ohio
$17.1M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.34M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$1.02M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$67.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.9M
4
Bank of America
4
Bank of America
North Carolina
$34.1M
5
GM
5
GeoWealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$1.93M 29,943 +347 +1%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$1.9M 29,539 -13,796 -32%
HSWM
78
Hubbell Strickland Wealth Management
Louisiana
$1.89M 29,425 +834 +3%
FSA
79
Financial Services Advisory
Maryland
$1.8M 28,008 -11,931 -30%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$1.78M 27,650 +8,761 +46%
ICM
81
Islay Capital Management
Texas
$1.73M 26,911 -241 -0.9%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$1.71M 26,558 +10,711 +68%
PS
83
Principal Securities
Iowa
$1.63M 25,286 +4,070 +19%
NA
84
NewEdge Advisors
Louisiana
$1.53M 23,808 +61 +0.3%
WMA
85
Wealth Management Associates
New Jersey
$1.52M 21,713 -1,207 -5%
Brown Advisory
86
Brown Advisory
Maryland
$1.48M 23,037 +57 +0.2%
DWP
87
Destiny Wealth Partners
Florida
$1.47M 22,850 – –
DWM
88
Defined Wealth Management
Oregon
$1.46M 22,618 – –
AF
89
Apexium Financial
Texas
$1.44M 22,316 -147 -0.7%
PAG
90
Private Advisor Group
New Jersey
$1.43M 22,174 -4,602 -17%
HSWS
91
Higgins & Schmidt Wealth Strategies
Colorado
$1.39M 21,602 -186 -0.9%
HNB
92
Hilltop National Bank
Wyoming
$1.38M 21,460 +21,460 New
USCWA
93
U.S. Capital Wealth Advisors
Texas
$1.37M 21,280 -200 -0.9%
FUBT
94
First United Bank & Trust
Maryland
$1.35M 20,935 – –
MML Investors Services
95
MML Investors Services
Massachusetts
$1.32M 20,498 -12,180 -37%
Creative Planning
96
Creative Planning
Kansas
$1.29M 19,978 -1,353 -6%
Renaissance Technologies
97
Renaissance Technologies
New York
$1.28M 19,800 +400 +2%
BPA
98
Beacon Pointe Advisors
California
$1.26M 19,594 – –
SWP
99
Stratos Wealth Partners
Ohio
$1.26M 19,530 -3,257 -14%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$1.25M 19,445 +1,517 +8%
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4
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