Fidelity Nasdaq Composite Index ETF
ONEQ
101 hedge funds and large institutions have $145M invested in Fidelity Nasdaq Composite Index ETF in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 25 closing their positions.
12% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 25
2% more funds holding
Funds holding: 99 → 101 (+2)
7% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 27
30% less capital invested
Capital invested by funds: $208M → $145M (-$62.4M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
144.99% less ownership
Funds ownership: 234.29% → 89.3% (-145%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$4.33M |
| 2 |
Morgan Stanley
New York
|
+$3.46M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.77M |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$1.73M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$243M |
| 2 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$21.3M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$12.3M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$5.87M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$2.62M |
ONEQ Hedge Fund Activity: Q4 2018 in Review
101 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q4 2018, worth a combined $145M — down 30% from $208M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new ONEQ positions and 25 closed out — a net gain of 3 holders — while 29 added to existing stakes and 27 trimmed.
The largest buyer was Baird Financial Group, opening a new position worth an estimated $4.33M. The largest seller was Cornerstone Wealth Management, cutting an estimated $243M.
- 101 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q4 2018, up from 99 in Q3 2018.
- Funds reported $145M of Fidelity Nasdaq Composite Index ETF stock for Q4 2018, down 30% quarter-over-quarter.
- 28 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q4 2018 and 25 closed out, a net change of +3 holders.
- The largest Fidelity Nasdaq Composite Index ETF buyer in Q4 2018 was Baird Financial Group, an estimated $4.33M added.
- The largest Fidelity Nasdaq Composite Index ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $243M sold.
Based on aggregated 13F filings for Q4 2018.