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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

210 hedge funds and large institutions have $626M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-4
Holders Change %
-1.87%
% of All Funds
3.32%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
26
Increased
65
Reduced
69
Closed
26
Calls
$3.34M
Puts
$1.24M
Net Calls
+$2.1M
Net Calls Change
-$218K

Top Buyers

1
MIH
1
Meitav Investment House
Israel
$14.9M
2
GM
2
GeoWealth Management
Illinois
$24.1M
3
KAS
3
Kestra Advisory Services
Texas
$20.8M
4
UWPG
4
Ullmann Wealth Partners Group
Florida
$11.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$41.5M

Top Sellers

1
WA
1
Wealthstar Advisors
Texas
$0
2
NEWAS
2
N.E.W. Advisory Services
Wisconsin
$808K
3
OMC
3
Old Mission Capital
Illinois
$0
4
CM
4
Churchill Management
California
$0
5
AIIMS
5
Analyst IMS Investment Management Services
Israel
$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
126
V Wealth Advisors
Kansas
$318K -$98.8K -1,778 -24%
RJT
127
Raymond James Trust
Florida
$309K -$66K -1,190 -18%
DIM
128
Delta Investment Management
California
$306K – – –
CA
129
CoreCap Advisors
Michigan
$304K -$24.8K -447 -8%
MWM
130
Mission Wealth Management
California
$302K +$11.9K +214 +4%
DIA
131
Dana Investment Advisors
Wisconsin
$289K – – –
MA
132
Mutual Advisors
Nebraska
$278K -$33.2K -598 -11%
TYCC
133
Texas Yale Capital Corp
Florida
$278K – – –
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$278K – – –
BC
135
Burney Company
Virginia
$268K – – –
PPP
136
Private Portfolio Partners
New Jersey
$263K +$16.1K +289 +6%
IF
137
Ironwood Financial
Arizona
$261K +$167 +3 +0.1%
CPO
138
Cerity Partners OCIO
New York
$256K – – –
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$249K +$284 +5 +0.1%
AWM
140
AE Wealth Management
Kansas
$246K -$59.3K -1,069 -19%
CA
141
Calton & Associates
Florida
$232K -$160K -2,884 -41%
WAAG
142
Wealth Alliance Advisory Group
Kansas
$229K -$34K -614 -13%
ML
143
Mayport LLC
Massachusetts
$228K +$228K +4,100 New
SAM
144
Silvercrest Asset Management
New York
$225K – – –
IF
145
Intrua Financial
Texas
$213K – – –
FFN
146
Focus Financial Network
Minnesota
$209K +$209K +3,759 New
SIC
147
Salem Investment Counselors
North Carolina
$208K -$141K -2,550 -40%
CA
148
Claro Advisors
Massachusetts
$207K – – –
KFI
149
Key Financial Inc
Pennsylvania
$207K – – –
SIC
150
Samalin Investment Counsel
New York
$202K -$71.6K -1,290 -26%
4 5
6
7 8