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Fidelity Nasdaq Composite Index ETF
ONEQ

296 hedge funds and large institutions have $1.24B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $97K | Put options by funds: $35K

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

31% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 77

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

16% more capital invested

Capital invested by funds: $1.06B → $1.24B (+$175M)

3% more funds holding

Funds holding: 286 → 296 (+10)

0.98% more ownership

Funds ownership: 17.51% → 18.49% (+0.98%)

Holders
296
Holders Change
+10
Holders Change %
+3.5%
% of All Funds
4.27%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
43
Increased
101
Reduced
77
Closed
29
Calls
$97K
Puts
$35K
Net Calls
+$62K
Net Calls Change
-$203K

Top Buyers

1
GCIM
Gunn & Company Investment Management
Florida
+$21M
2
HCA
Heck Capital Advisors
Wisconsin
+$12.2M
3
WA
Win Advisors
Florida
+$11.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.5M
5
GM
GeoWealth Management
Illinois
+$9.86M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$6.76M
2
SFS
Sowell Financial Services
Arkansas
-$6.22M
3
LNC
Lincoln National Corp
Pennsylvania
-$5.21M
4
Truist Financial
Truist Financial
North Carolina
-$3.41M
5
Ameriprise
Ameriprise
Minnesota
-$2.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
76
Raymond James & Associates
Florida
$2.1M +$9.43K +144 +0.5%
HSWM
77
Hubbell Strickland Wealth Management
Louisiana
$2.1M +$38.3K +585 +2%
CFS
78
CRA Financial Services
New Jersey
$2.08M -$75.2K -1,149 -4%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$2M -$8.58K -131 -0.5%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$1.99M +$128K +1,954 +7%
FSA
81
Financial Services Advisory
Maryland
$1.91M -$42.7K -652 -2%
Lido Advisors
82
Lido Advisors
California
$1.89M -$302K -4,610 -15%
Renaissance Technologies
83
Renaissance Technologies
New York
$1.81M +$399K +6,100 +31%
PS
84
Principal Securities
Iowa
$1.8M +$32K +489 +2%
LAS
85
Lloyd Advisory Services
Georgia
$1.68M +$1.57M +23,987 New
MML Investors Services
86
MML Investors Services
Massachusetts
$1.61M +$168K +2,569 +13%
Brown Advisory
87
Brown Advisory
Maryland
$1.61M – – –
DWP
88
Destiny Wealth Partners
Florida
$1.6M – – –
DWM
89
Defined Wealth Management
Oregon
$1.56M -$20.4K -311 -1%
MWM
90
Mission Wealth Management
California
$1.55M +$177K +2,703 +14%
AF
91
Apexium Financial
Texas
$1.55M -$14.5K -222 -1%
WMA
92
Wealth Management Associates
New Jersey
$1.52M – – –
NA
93
NewEdge Advisors
Louisiana
$1.52M -$139K -2,124 -9%
Creative Planning
94
Creative Planning
Kansas
$1.49M +$87.8K +1,341 +7%
HNB
95
Hilltop National Bank
Wyoming
$1.49M -$10.2K -156 -0.7%
USCWA
96
U.S. Capital Wealth Advisors
Texas
$1.49M – – –
FUBT
97
First United Bank & Trust
Maryland
$1.48M +$15.1K +230 +1%
HSWS
98
Higgins & Schmidt Wealth Strategies
Colorado
$1.47M -$38.9K -594 -3%
FIA
99
Foundations Investment Advisors
Arizona
$1.44M +$1.35M +20,654 New
BPA
100
Beacon Pointe Advisors
California
$1.37M – – –
2 3
4
5 6

ONEQ Hedge Fund Activity: Q2 2024 in Review

296 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q2 2024, worth a combined $1.24B — up 16% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ONEQ positions and 29 closed out — a net gain of 14 holders — while 101 added to existing stakes and 77 trimmed.

The largest buyer was Gunn & Company Investment Management, adding an estimated $21M. The largest seller was Fisher Asset Management, cutting an estimated $6.76M.

  • 296 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q2 2024, up from 286 in Q1 2024.
  • Funds reported $1.24B of Fidelity Nasdaq Composite Index ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 43 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q2 2024 and 29 closed out, a net change of +14 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q2 2024 was Gunn & Company Investment Management, an estimated $21M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q2 2024 was Fisher Asset Management, an estimated $6.76M sold.

Based on aggregated 13F filings for Q2 2024.