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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

335 hedge funds and large institutions have $1.37B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

Holders
335
Holders Change
+33
Holders Change %
+10.93%
% of All Funds
4.46%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
58
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$35.8M
2
LPL Financial
2
LPL Financial
California
$82.1M
3
GM
3
GeoWealth Management
Illinois
$23M
4
LGA
4
Lebenthal Global Advisors
New York
$14.3M
5
ECA
5
Elevation Capital Advisory
Oregon
$10.5M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$3.93M
2
RIA
2
Regal Investment Advisors
Michigan
$871K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$33.1M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$61.6M
5
LWM
5
LJI Wealth Management
Indiana
$24.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WMA
101
Wealth Management Associates
New Jersey
$1.7M 22,408 +351 +2%
WCM
102
WealthTrak Capital Management
Virginia
$1.7M 22,370 +22,370 New
AF
103
Apexium Financial
Texas
$1.68M 22,078 +54 +0.2%
DWM
104
Defined Wealth Management
Oregon
$1.68M 22,042 -255 -1%
JWCA
105
J.W. Cole Advisors
Florida
$1.66M 21,776 -3,242 -13%
Creative Planning
106
Creative Planning
Kansas
$1.63M 21,403 +10 +0%
NA
107
NewEdge Advisors
Louisiana
$1.61M 21,164 -1,235 -6%
HNB
108
Hilltop National Bank
Wyoming
$1.6M 21,080 -116 -0.5%
HSWS
109
Higgins & Schmidt Wealth Strategies
Colorado
$1.55M 20,416 -54 -0.3%
USCWA
110
U.S. Capital Wealth Advisors
Texas
$1.54M 20,220 – –
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$1.53M 20,178 +5,587 +38%
SWP
112
Stratos Wealth Partners
Ohio
$1.51M 19,857 -309 -2%
Goldman Sachs
113
Goldman Sachs
New York
$1.48M 19,406 +19,406 New
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$1.46M 19,235 +2,853 +17%
BPA
115
Beacon Pointe Advisors
California
$1.43M 18,813 -781 -4%
ICM
116
Islay Capital Management
Texas
$1.42M 18,663 -76 -0.4%
CL
117
CVFG LLC
Indiana
$1.39M 18,295 +18,295 New
HH
118
HWG Holdings
Texas
$1.38M 18,171 +1,651 +10%
MC
119
Moors & Cabot
Massachusetts
$1.27M 16,656 – –
FFS
120
Flavin Financial Services
Florida
$1.26M 16,554 +16,554 New
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$1.16M 15,290 -1,893 -11%
UWPG
122
Ullmann Wealth Partners Group
Florida
$1.15M 15,184 +19 +0.1%
FPGK
123
Financial Partners Group (Kansas)
Kansas
$1.15M 15,128 +27 +0.2%
LA
124
Lane & Associates
New Jersey
$1.06M 13,778 +523 +4%
AWM
125
Avondale Wealth Management
Texas
$1.06M 13,963 -1,392 -9%
3 4
5
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