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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

268 hedge funds and large institutions have $994M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 17 closing their positions.

Holders
268
Holders Change
+12
Holders Change %
+4.69%
% of All Funds
3.93%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
31
Increased
94
Reduced
69
Closed
17
Calls
$812K
Puts
$71K
Net Calls
+$741K
Net Calls Change
+$1.6M

Top Buyers

1
GCIM
1
Gunn & Company Investment Management
Florida
$21M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.2M
3
SPIS
3
Steward Partners Investment Solutions
Oregon
$15.8M
4
Bank of America
4
Bank of America
North Carolina
$42.8M
5
GM
5
GeoWealth Management
Illinois
$8.26M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$939K
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$76.7M
3
WCAMG
3
Woodard & Company Asset Management Group
North Carolina
$235K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LA
101
Lane & Associates
New Jersey
$919K 15,517 -778 -5%
FPGK
102
Financial Partners Group (Kansas)
Kansas
$913K 15,417 -101 -0.7%
AWM
103
Avondale Wealth Management
Texas
$909K 15,340 +137 +0.9%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$838K 14,140 +313 +2%
RI
105
Ridgewood Investments
New Jersey
$818K 13,811 -505 -4%
BRWA
106
B. Riley Wealth Advisors
Florida
$753K 12,702 -2,330 -16%
MGIA
107
Moneta Group Investment Advisors
Missouri
$720K 12,147 – –
IA
108
IFP Advisors
Florida
$708K 11,954 +21 +0.2%
HH
109
HWG Holdings
Texas
$702K 11,848 +6,536 +123%
SWA
110
Strategies Wealth Advisors
Michigan
$687K 11,605 -141 -1%
NEWAS
111
N.E.W. Advisory Services
Wisconsin
$672K 11,347 -277 -2%
JWCA
112
J.W. Cole Advisors
Florida
$657K 11,089 +939 +9%
PSF
113
Pacific Sun Financial
California
$652K 11,000 -40 -0.4%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$650K 10,980 +3,423 +45%
TPWA
115
TRUE Private Wealth Advisors
Oregon
$623K 10,523 -1,514 -13%
TFS
116
Thoroughbred Financial Services
Tennessee
$623K 10,518 +3 +0%
MG
117
Mather Group
Illinois
$610K 10,303 – –
EWP
118
Engrave Wealth Partners
Texas
$607K 10,247 -1,981 -16%
WAAG
119
Wealth Alliance Advisory Group
Kansas
$594K 10,026 – –
PA
120
Procyon Advisors
Connecticut
$592K 10,000 – –
OCM
121
One Capital Management
California
$587K 9,910 – –
Cerity Partners
122
Cerity Partners
New York
$540K 9,112 +2,390 +36%
VCP
123
Verus Capital Partners
Arizona
$538K 9,090 -116 -1%
CTA
124
Colonial Trust Advisors
South Carolina
$530K 8,953 -443 -5%
SW
125
SteelPeak Wealth
California
$529K 8,933 +104 +1%
3 4
5
6 7