We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF
ONEQ

214 hedge funds and large institutions have $629M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,266% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $111K

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

11% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 61

11% more funds holding

Funds holding: 192 → 214 (+22)

7% more capital invested

Capital invested by funds: $590M → $629M (+$38.5M)

0.67% more ownership

Funds ownership: 16.39% → 17.05% (+0.67%)

Holders
214
Holders Change
+22
Holders Change %
+11.46%
% of All Funds
3.44%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
40
Increased
68
Reduced
61
Closed
15
Calls
$4.85M
Puts
$111K
Net Calls
+$4.74M
Net Calls Change
+$4.17M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.2M
2
Bank of America
Bank of America
North Carolina
+$10.9M
3
HCM
Hollencrest Capital Management
California
+$10.7M
4
Wells Fargo
Wells Fargo
California
+$5.41M
5
FC
Financial Consulate
Maryland
+$4.96M

Top Sellers

1
FWM
Focused Wealth Management
New York
-$24.8M
2
MIH
Meitav Investment House
Israel
-$13.3M
3
MML Investors Services
MML Investors Services
Massachusetts
-$6.44M
4
HighTower Advisors
HighTower Advisors
Illinois
-$4.5M
5
LPL Financial
LPL Financial
California
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
101
N.E.W. Advisory Services
Wisconsin
$489K -$7.47K -175 -1%
PSF
102
Pacific Sun Financial
California
$482K +$8.54K +200 +2%
NA
103
NewEdge Advisors
Louisiana
$481K +$18.6K +435 +2%
SWA
104
Strategies Wealth Advisors
Michigan
$475K +$495K +11,605 New
SAM
105
Sequent Asset Management
Texas
$444K -$454K -10,648 -50%
MG
106
Mather Group
Illinois
$422K – – –
CTA
107
Colonial Trust Advisors
South Carolina
$422K +$726 +17 +0.2%
HI
108
Harbour Investments
Wisconsin
$411K +$1.62K +38 +0.4%
OCM
109
One Capital Management
California
$406K -$264K -6,180 -38%
AFG
110
Albion Financial Group
Utah
$405K -$3.58K -84 -0.8%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$395K -$1.01M -23,696 -71%
AAS
112
Ameritas Advisory Services
Nebraska
$369K -$15.7K -367 -4%
SW
113
SteelPeak Wealth
California
$366K +$382K +8,943 New
TFS
114
Thoroughbred Financial Services
Tennessee
$347K -$199K -4,654 -35%
GWM
115
Greenhouse Wealth Management
Connecticut
$333K – – –
Truist Financial
116
Truist Financial
North Carolina
$318K -$27.1K -636 -8%
AF
117
Allworth Financial
California
$317K -$324K -7,581 -49%
EK
118
Evensky & Katz
Florida
$316K +$329K +7,720 New
VCP
119
Verus Capital Partners
Arizona
$311K -$21.2K -496 -6%
AA
120
Aufman Associates
Pennsylvania
$309K – – –
RRA
121
Round Rock Advisors
Connecticut
$303K – – –
FFM
122
Forum Financial Management
Illinois
$302K – – –
IF
123
Ironwood Financial
Arizona
$297K +$299 +7 +0.1%
SG
124
StoneX Group
New York
$278K +$683 +16 +0.2%
JC
125
JB Capital
Connecticut
$266K +$4.91K +115 +2%
3 4
5
6 7

ONEQ Hedge Fund Activity: Q4 2022 in Review

214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q4 2022, worth a combined $629M — up 6.5% from $590M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ONEQ positions and 15 closed out — a net gain of 25 holders — while 68 added to existing stakes and 61 trimmed.

The largest buyer was UBS Group, adding an estimated $11.2M. The largest seller was Focused Wealth Management, cutting an estimated $24.8M.

  • 214 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q4 2022, up from 192 in Q3 2022.
  • Funds reported $629M of Fidelity Nasdaq Composite Index ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 40 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q4 2022 and 15 closed out, a net change of +25 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q4 2022 was UBS Group, an estimated $11.2M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q4 2022 was Focused Wealth Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2022.