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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

302 hedge funds and large institutions have $1.15B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 97 reducing their positions, and 26 closing their positions.

Holders
302
Holders Change
+6
Holders Change %
+2.03%
% of All Funds
4.37%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
36
Increased
86
Reduced
97
Closed
26
Calls
$673K
Puts
$193K
Net Calls
+$480K
Net Calls Change
+$418K

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$11.8M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$23.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$65.3M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$39.5M
5
GWP
5
Gateway Wealth Partners
Wisconsin
$3.14M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$1.05M
2
RIA
2
Regal Investment Advisors
Michigan
$7.6M
3
Ameriprise
3
Ameriprise
Minnesota
$14.9M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$1.24M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.82M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$1.93M 26,985 -534 -2%
PS
77
Principal Securities
Iowa
$1.81M 25,217 -558 -2%
JWCA
78
J.W. Cole Advisors
Florida
$1.79M 25,018 +7,760 +45%
BI
79
Beckerman Institutional
New Jersey
$1.75M 24,415 +24,415 New
SOS
80
Silver Oak Securities
Tennessee
$1.75M 24,463 -11,082 -31%
BCI
81
Brinker Capital Investments
Pennsylvania
$1.7M 23,778 +16,302 +218%
OPS
82
Orion Portfolio Solutions
Nebraska
$1.7M 23,778 +16,302 +218%
MWM
83
Mission Wealth Management
California
$1.66M 23,132 +1,004 +5%
Brown Advisory
84
Brown Advisory
Maryland
$1.65M 22,980 -57 -0.2%
DWP
85
Destiny Wealth Partners
Florida
$1.64M 22,850 – –
PAG
86
Private Advisor Group
New Jersey
$1.62M 22,687 -7,601 -25%
PFA
87
Pinnacle Family Advisors
Missouri
$1.61M 22,546 -15,498 -41%
NA
88
NewEdge Advisors
Louisiana
$1.6M 22,399 +715 +3%
DWM
89
Defined Wealth Management
Oregon
$1.6M 22,297 -10 -0%
WMA
90
Wealth Management Associates
New Jersey
$1.58M 22,057 +344 +2%
AF
91
Apexium Financial
Texas
$1.58M 22,024 -70 -0.3%
Creative Planning
92
Creative Planning
Kansas
$1.53M 21,393 +74 +0.3%
HNB
93
Hilltop National Bank
Wyoming
$1.52M 21,196 -108 -0.5%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$1.51M 21,150 +18,340 +653%
HSWS
95
Higgins & Schmidt Wealth Strategies
Colorado
$1.47M 20,470 -538 -3%
USCWA
96
U.S. Capital Wealth Advisors
Texas
$1.45M 20,220 -1,060 -5%
SWP
97
Stratos Wealth Partners
Ohio
$1.44M 20,166 +1,103 +6%
Cerity Partners
98
Cerity Partners
New York
$1.41M 19,731 +1,188 +6%
BPA
99
Beacon Pointe Advisors
California
$1.4M 19,594 – –
ICM
100
Islay Capital Management
Texas
$1.34M 18,739 – –
2 3
4
5 6