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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

236 hedge funds and large institutions have $808M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
3.72%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
41
Increased
75
Reduced
66
Closed
23
Calls
$633K
Puts
$140K
Net Calls
+$493K
Net Calls Change
+$614K

Top Buyers

1
HCA
1
Heck Capital Advisors
Wisconsin
$10M
2
EL
2
EQ LLC
Washington
$10.6M
3
SFS
3
Sowell Financial Services
Arkansas
$6.13M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$55.5M
5
KCM
5
KM Capital Management
Texas
$6.67M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$819K
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$13.1M
3
RIG
3
Ramiah Investment Group
Wisconsin
$0
4
FWA
4
FOCUS Wealth Advisors
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
NEWAS
101
N.E.W. Advisory Services
Wisconsin
$628K 11,621 -87 -0.7%
SWA
102
Strategies Wealth Advisors
Michigan
$628K 11,605 – –
JWCA
103
J.W. Cole Advisors
Florida
$621K 11,485 -6,329 -36%
HH
104
HWG Holdings
Texas
$585K 10,825 +8,639 +395%
PSF
105
Pacific Sun Financial
California
$569K 11,870 +11,870 New
JPMPWA
106
J.P. Morgan Private Wealth Advisors
California
$568K 10,495 -7,026 -40%
PCIA
107
Prime Capital Investment Advisors
Kansas
$561K 10,378 +10,378 New
MG
108
Mather Group
Illinois
$557K 10,303 – –
WAAG
109
Wealth Alliance Advisory Group
Kansas
$542K 10,026 +4,182 +72%
BTWM
110
Baker Tilly Wealth Management
Wisconsin
$541K 10,000 – –
CTA
111
Colonial Trust Advisors
South Carolina
$540K 9,981 +8 +0.1%
OCM
112
One Capital Management
California
$536K 9,910 – –
HI
113
Harbour Investments
Wisconsin
$527K 9,751 -113 -1%
TFS
114
Thoroughbred Financial Services
Tennessee
$490K 9,072 – –
Citadel Advisors
115
Citadel Advisors
Florida
$488K 9,030 -15,351 -63%
Millennium Management
116
Millennium Management
New York
$478K 8,835 +8,835 New
SW
117
SteelPeak Wealth
California
$477K 8,829 -114 -1%
VCP
118
Verus Capital Partners
Arizona
$462K 8,542 +452 +6%
GWM
119
Greenhouse Wealth Management
Connecticut
$440K 8,130 – –
MCM
120
MAI Capital Management
Ohio
$429K 7,939 -2,462 -24%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$414K 7,655 +125 +2%
AA
122
Aufman Associates
Pennsylvania
$408K 7,540 – –
Two Sigma Advisers
123
Two Sigma Advisers
New York
$406K 7,500 +7,500 New
RRA
124
Round Rock Advisors
Connecticut
$400K 7,395 – –
BCI
125
Brinker Capital Investments
Pennsylvania
$391K 7,226 +130 +2%
3 4
5
6 7