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Fidelity Nasdaq Composite Index ETF

114 hedge funds and large institutions have $185M invested in Fidelity Nasdaq Composite Index ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

27% more capital invested

Capital invested by funds: $145M → $185M (+$39.4M)

13% more funds holding

Funds holding: 101114 (+13)

3.98% more ownership

Funds ownership: 89.3%93.28% (+4%)

Holders
114
Holders Change
+13
Holders Change %
+12.87%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
23
Increased
39
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
101
RPg Family Wealth Advisory
Massachusetts
$17.7K
PCG
102
Private Capital Group
Connecticut
$17K +$15.8K +550 New
AIP
103
Ameritas Investment Partners
Nebraska
$16K
CFGS
104
Concourse Financial Group Securities
Alabama
$16K
MFW
105
Mosaic Family Wealth
Missouri
$15K
CAL
106
Capital Analysts LLC
Pennsylvania
$13K
LWANC
107
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K
CMO
108
Covenant Multifamily Offices
Texas
$8K +$7.77K +270 New
GI
109
Gradient Investments
Minnesota
$5K +$4.32K +150 New
BlackRock
110
BlackRock
New York
$4K -$43.5K -1,510 -93%
PMFA
111
Plante Moran Financial Advisors
Michigan
$3K
BMM
112
Buffington Mohr McNeal
Idaho
$2K +$2.02K +70 New
CF
113
Centaurus Financial
California
$1.32K +$115K +4,000 New
BWM
114
BerganKDV Wealth Management
Minnesota
$1K
Baird Financial Group
115
Baird Financial Group
Wisconsin
-$3.98M -152,940 Closed
QAM
116
Questar Asset Management
Minnesota
-$1.06M -40,930 Closed
AFNAS
117
American Financial Network Advisory Services
California
-$416K -16,010 Closed
AWP
118
Ascent Wealth Partners
New York
-$291K -11,200 Closed
EWA
119
ERTS Wealth Advisors
Michigan
-$116K -4,460 Closed
RFA
120
Reilly Financial Advisors
California
-$10K -400 Closed
NFG
121
Next Financial Group
Texas
-$9K -350 Closed
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
-$2K -70 Closed

ONEQ Hedge Fund Activity: Q1 2019 in Review

114 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q1 2019, worth a combined $185M — up 27% from $145M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ONEQ positions and 9 closed out — a net gain of 14 holders — while 39 added to existing stakes and 23 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $6.22M. The largest seller was Bank of America, cutting an estimated $8.31M.

  • 114 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q1 2019, up from 101 in Q4 2018.
  • Funds reported $185M of Fidelity Nasdaq Composite Index ETF stock for Q1 2019, up 27% quarter-over-quarter.
  • 23 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q1 2019 and 9 closed out, a net change of +14 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q1 2019 was Commonwealth Equity Services, an estimated $6.22M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q1 2019 was Bank of America, an estimated $8.31M sold.

Based on aggregated 13F filings for Q1 2019.