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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

256 hedge funds and large institutions have $796M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 16 closing their positions.

Holders
256
Holders Change
+20
Holders Change %
+8.47%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
36
Increased
81
Reduced
72
Closed
16
Calls
$198K
Puts
$1.05M
Net Calls
-$854K
Net Calls Change
-$1.35M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$9.44M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.02M
3
CFS
3
Commonwealth Financial Services
West Virginia
$7.39M
4
ACA
4
Aptus Capital Advisors
Alabama
$6.45M
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.45M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$822K
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$72.3M
4
SFS
4
Sowell Financial Services
Arkansas
$1.33M
5
JWM
5
Jackson Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
101
B. Riley Wealth Advisors
Florida
$782K 15,032 +320 +2%
RI
102
Ridgewood Investments
New Jersey
$744K 14,316 – –
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$719K 13,827 +13,827 New
MA
104
Mutual Advisors
Nebraska
$665K 12,792 +12,792 New
EWP
105
Engrave Wealth Partners
Texas
$636K 12,228 +24 +0.2%
MGIA
106
Moneta Group Investment Advisors
Missouri
$632K 12,147 – –
TPWA
107
TRUE Private Wealth Advisors
Oregon
$626K 12,037 -107 -0.9%
Renaissance Technologies
108
Renaissance Technologies
New York
$621K 11,946 -5,254 -31%
IA
109
IFP Advisors
Florida
$620K 11,933 -646 -5%
EFG
110
Ethos Financial Group
Pennsylvania
$617K 11,875 +11,875 New
SWA
111
Strategies Wealth Advisors
Michigan
$611K 11,746 +141 +1%
NEWAS
112
N.E.W. Advisory Services
Wisconsin
$604K 11,624 +3 +0%
EH
113
Equitable Holdings
New York
$602K 11,580 +7,801 +206%
PSF
114
Pacific Sun Financial
California
$574K 11,040 -830 -7%
TFS
115
Thoroughbred Financial Services
Tennessee
$546K 10,515 +1,443 +16%
JPMPWA
116
J.P. Morgan Private Wealth Advisors
California
$541K 10,402 -93 -0.9%
MG
117
Mather Group
Illinois
$536K 10,303 – –
JWCA
118
J.W. Cole Advisors
Florida
$528K 10,150 -1,335 -12%
SOS
119
Silver Oak Securities
Tennessee
$524K 10,084 +10,084 New
WAAG
120
Wealth Alliance Advisory Group
Kansas
$521K 10,026 – –
PA
121
Procyon Advisors
Connecticut
$520K 10,000 +10,000 New
OCM
122
One Capital Management
California
$515K 9,910 – –
HI
123
Harbour Investments
Wisconsin
$503K 9,677 -74 -0.8%
CTA
124
Colonial Trust Advisors
South Carolina
$488K 9,396 -585 -6%
VCP
125
Verus Capital Partners
Arizona
$479K 9,206 +664 +8%
3 4
5
6 7