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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

286 hedge funds and large institutions have $1.06B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 17 closing their positions.

Holders
286
Holders Change
+18
Holders Change %
+6.72%
% of All Funds
4.15%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
93
Reduced
77
Closed
17
Calls
$277K
Puts
$12K
Net Calls
+$265K
Net Calls Change
-$476K

Top Buyers

1
NRI
1
NFP Retirement Inc
California
$29.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$79.6M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$6.83M
4
TAM
4
TCP Asset Management
Ohio
$17.1M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.34M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$1.02M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$67.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.9M
4
Bank of America
4
Bank of America
North Carolina
$34.1M
5
GM
5
GeoWealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
101
Mission Wealth Management
California
$1.25M 19,425 +13,452 +225%
HI
102
Harbour Investments
Wisconsin
$1.14M 17,725 +1,940 +12%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$1.04M 16,181 -2,287 -12%
GCIM
104
Gunn & Company Investment Management
Florida
$1.02M 15,908 -338,474 -96%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$1.01M 15,720 +1,580 +11%
FPGK
106
Financial Partners Group (Kansas)
Kansas
$990K 15,377 -40 -0.3%
AWM
107
Avondale Wealth Management
Texas
$986K 15,305 -35 -0.2%
UWPG
108
Ullmann Wealth Partners Group
Florida
$976K 15,159 -365 -2%
RI
109
Ridgewood Investments
New Jersey
$962K 14,942 +1,131 +8%
LA
110
Lane & Associates
New Jersey
$946K 14,682 -835 -5%
AWM
111
Avior Wealth Management
Nebraska
$863K 13,407 -2,269 -14%
IA
112
IFP Advisors
Florida
$829K 12,866 +912 +8%
MGIA
113
Moneta Group Investment Advisors
Missouri
$798K 12,387 +240 +2%
BRWA
114
B. Riley Wealth Advisors
Florida
$782K 15,032 +2,330 +18%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$763K 11,852 +4,336 +58%
HAM
116
Harmony Asset Management
Arizona
$760K 11,797 +11,797 New
NEWAS
117
N.E.W. Advisory Services
Wisconsin
$760K 11,795 +448 +4%
SWA
118
Strategies Wealth Advisors
Michigan
$747K 11,605 – –
EFG
119
Ethos Financial Group
Pennsylvania
$745K 11,562 +11,562 New
PSF
120
Pacific Sun Financial
California
$702K 10,900 -100 -0.9%
PCMU
121
Paragon Capital Management (Utah)
Utah
$697K 10,819 +10,819 New
MC
122
Moors & Cabot
Massachusetts
$669K 10,394 +10,394 New
WAAG
123
Wealth Alliance Advisory Group
Kansas
$646K 10,026 – –
PA
124
Procyon Advisors
Connecticut
$644K 10,000 – –
JWCA
125
J.W. Cole Advisors
Florida
$643K 9,991 -1,098 -10%
3 4
5
6 7