ONEQ icon

Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

192 hedge funds and large institutions have $590M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 24 closing their positions.

Holders
192
Holders Change
-6
Holders Change %
-3.03%
% of All Funds
3.32%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
22
Increased
70
Reduced
56
Closed
24
Calls
$862K
Puts
$298K
Net Calls
+$564K
Net Calls Change
-$860K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$79.4M
2
LPL Financial
2
LPL Financial
California
$39.2M
3
DK
3
David Kennon
Florida
$11.9M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$8.05M
5
FWM
5
Focused Wealth Management
New York
$24.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$20.3M
2
FWA
2
FOCUS Wealth Advisors
Texas
$6.62M
3
WA
3
Wealthstar Advisors
Texas
$0
4
Ameriprise
4
Ameriprise
Minnesota
$16.3M
5
KAS
5
Kestra Advisory Services
Texas
$10M
Name Market Value Shares Shares
Change 		Shares
Change %
MG
101
Mather Group
Illinois
$427K 10,303 – –
CTA
102
Colonial Trust Advisors
South Carolina
$426K 10,279 +11 +0.1%
AFG
103
Albion Financial Group
Utah
$413K 9,962 -226 -2%
CF
104
Centaurus Financial
California
$396K 9,568 -210 -2%
HH
105
HWG Holdings
Texas
$390K 9,419 +9,419 New
AAS
106
Ameritas Advisory Services
Nebraska
$388K 9,365 -71 -0.8%
LWMNY
107
Landmark Wealth Management (New York)
New York
$385K 9,299 +9,299 New
RSWM
108
Robertson Stephens Wealth Management
California
$383K 9,250 – –
FCM
109
Fortis Capital Management
Washington
$368K 8,881 +1,574 +22%
Creative Planning
110
Creative Planning
Kansas
$363K 8,766 -5,830 -40%
AF
111
Apexium Financial
Texas
$352K 8,485 -95 -1%
Truist Financial
112
Truist Financial
North Carolina
$347K 8,389 +2,456 +41%
GWM
113
Greenhouse Wealth Management
Connecticut
$337K 8,130 – –
VCP
114
Verus Capital Partners
Arizona
$336K 8,099 -1,343 -14%
SIC
115
Samalin Investment Counsel
New York
$330K 7,961 -1,518 -16%
AA
116
Aufman Associates
Pennsylvania
$312K 7,540 – –
RRA
117
Round Rock Advisors
Connecticut
$306K 7,395 – –
FFM
118
Forum Financial Management
Illinois
$305K 7,365 – –
BFA
119
Beaumont Financial Advisors
Massachusetts
$300K 7,248 -100 -1%
IF
120
Ironwood Financial
Arizona
$300K 7,242 +5 +0.1%
SG
121
StoneX Group
New York
$280K 6,761 -980 -13%
JC
122
JB Capital
Connecticut
$264K 6,370 -10,046 -61%
GAM
123
Grandview Asset Management
Pennsylvania
$262K 6,329 +95 +2%
COCM
124
Charter Oak Capital Management
New Hampshire
$257K 6,213 -100 -2%
CAC
125
Certified Advisory Corp
Florida
$249K 6,013 -47 -0.8%
3 4
5
6 7