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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

192 hedge funds and large institutions have $590M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-6
Holders Change %
-3.03%
% of All Funds
3.32%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
22
Increased
70
Reduced
56
Closed
24
Calls
$862K
Puts
$298K
Net Calls
+$564K
Net Calls Change
-$860K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$79.4M
2
LPL Financial
2
LPL Financial
California
$39.2M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$8.05M
4
FWM
4
Focused Wealth Management
New York
$24.1M
5
AWM
5
AE Wealth Management
Kansas
$5.92M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$20.3M
2
FWA
2
FOCUS Wealth Advisors
Texas
$6.62M
3
WA
3
Wealthstar Advisors
Texas
$0
4
Ameriprise
4
Ameriprise
Minnesota
$16.3M
5
KAS
5
Kestra Advisory Services
Texas
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$245K +$21.1K +508 +9%
WAAG
127
Wealth Alliance Advisory Group
Kansas
$243K +$243K +5,857 New
JHCP
128
Jackson Hole Capital Partners
Oklahoma
$237K +$237K +5,725 New
FFN
129
Focus Financial Network
Minnesota
$235K +$235K +5,665 New
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$233K +$80.2K +1,936 +52%
RJT
131
Raymond James Trust
Florida
$231K – – –
DIM
132
Delta Investment Management
California
$228K – – –
MWM
133
Mission Wealth Management
California
$226K +$332 +8 +0.1%
OPS
134
Orion Portfolio Solutions
Nebraska
$221K +$221K +5,338 New
CPO
135
Cerity Partners OCIO
New York
$216K +$216K +5,222 New
DIA
136
Dana Investment Advisors
Wisconsin
$215K – – –
PPP
137
Private Portfolio Partners
New Jersey
$208K +$208K +5,029 New
TYCC
138
Texas Yale Capital Corp
Florida
$208K – – –
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$207K – – –
BFG
140
Bouchey Financial Group
New York
$206K +$206K +4,980 New
SWA
141
SOA Wealth Advisors
New York
$202K +$31.7K +765 +19%
AIP
142
Ameritas Investment Partners
Nebraska
$199K +$180K +4,360 +967%
KFI
143
Key Financial Inc
Pennsylvania
$154K – – –
Simplex Trading
144
Simplex Trading
Illinois
$146K -$20.3K -491 -12%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$137K -$112K -2,699 -45%
CFD
146
Creative Financial Designs
Indiana
$126K +$32.9K +790 +35%
US Bancorp
147
US Bancorp
Minnesota
$113K – – –
FCA
148
FinTrust Capital Advisors
South Carolina
$106K – – –
SIC
149
Salem Investment Counselors
North Carolina
$104K -$12.5K -300 -11%
AWM
150
Avior Wealth Management
Nebraska
$97K +$15.6K +379 +19%
4 5
6
7 8