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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

218 hedge funds and large institutions have $1.12B invested in Fidelity Nasdaq Composite Index ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
3.49%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
27
Increased
76
Reduced
63
Closed
16
Calls
$311K
Puts
$432K
Net Calls
-$121K
Net Calls Change
-$4.86M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$12.7M
2
RIG
2
Ramiah Investment Group
Wisconsin
$8.85M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$23.6M
4
AWM
4
AE Wealth Management
Kansas
$12.5M
5
OLVIG
5
Oliver Lagore Vanvalin Investment Group
Michigan
$4.35M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$80.1M
2
Bank of America
2
Bank of America
North Carolina
$26.9M
3
HCM
3
Hollencrest Capital Management
California
$10.8M
4
FC
4
Financial Consulate
Maryland
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NEWAS
101
N.E.W. Advisory Services
Wisconsin
$561K 11,708 -238 -2%
SWA
102
Strategies Wealth Advisors
Michigan
$556K 11,605 – –
MCM
103
MAI Capital Management
Ohio
$499K 10,401 +10,401 New
MG
104
Mather Group
Illinois
$494K 10,303 – –
BTWM
105
Baker Tilly Wealth Management
Wisconsin
$480K 10,000 +10,000 New
CTA
106
Colonial Trust Advisors
South Carolina
$478K 9,973 -323 -3%
OCM
107
One Capital Management
California
$475K 9,910 – –
HI
108
Harbour Investments
Wisconsin
$473K 9,864 -169 -2%
TFS
109
Thoroughbred Financial Services
Tennessee
$435K 9,072 +600 +7%
SW
110
SteelPeak Wealth
California
$429K 8,943 – –
AAS
111
Ameritas Advisory Services
Nebraska
$423K 8,943 -55 -0.6%
GWM
112
Greenhouse Wealth Management
Connecticut
$390K 8,130 – –
VCP
113
Verus Capital Partners
Arizona
$388K 8,090 +487 +6%
LWMNY
114
Landmark Wealth Management (New York)
New York
$375K 7,812 +1,387 +22%
AA
115
Aufman Associates
Pennsylvania
$362K 7,540 – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$361K 7,530 +3,961 +111%
RRA
117
Round Rock Advisors
Connecticut
$355K 7,395 – –
FFM
118
Forum Financial Management
Illinois
$353K 7,365 – –
IF
119
Ironwood Financial
Arizona
$348K 7,254 +5 +0.1%
OIA
120
OneDigital Investment Advisors
Kansas
$342K 7,131 +7,131 New
BCI
121
Brinker Capital Investments
Pennsylvania
$340K 7,096 +7,096 New
OPS
122
Orion Portfolio Solutions
Nebraska
$340K 7,096 +7,096 New
Truist Financial
123
Truist Financial
North Carolina
$335K 6,980 -773 -10%
SG
124
StoneX Group
New York
$329K 6,862 +85 +1%
KPWS
125
Kestra Private Wealth Services
Texas
$328K 6,843 +6,843 New
3 4
5
6 7