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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

214 hedge funds and large institutions have $629M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
214
Holders Change
+22
Holders Change %
+11.46%
% of All Funds
3.45%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
40
Increased
68
Reduced
61
Closed
15
Calls
$4.85M
Puts
$111K
Net Calls
+$4.74M
Net Calls Change
+$4.17M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$15.5M
2
Bank of America
2
Bank of America
North Carolina
$30.5M
3
HCM
3
Hollencrest Capital Management
California
$15.2M
4
Wells Fargo
4
Wells Fargo
California
$8.35M
5
FC
5
Financial Consulate
Maryland
$4.76M

Top Sellers

1
FWM
1
Focused Wealth Management
New York
$59.3K
2
MIH
2
Meitav Investment House
Israel
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.78M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$26.6M
5
LPL Financial
5
LPL Financial
California
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
126
Beaumont Financial Advisors
Massachusetts
$265K 6,473 -775 -11%
LWMNY
127
Landmark Wealth Management (New York)
New York
$263K 6,425 -2,874 -31%
B
128
Bailard
California
$261K 6,378 +6,378 New
BJL
129
Brighton Jones LLC
Washington
$254K 6,204 +6,204 New
VWA
130
V Wealth Advisors
Kansas
$251K 6,116 +6,116 New
COCM
131
Charter Oak Capital Management
New Hampshire
$250K 6,103 -110 -2%
WAAG
132
Wealth Alliance Advisory Group
Kansas
$239K 5,846 -11 -0.2%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$239K 5,824 +199 +4%
GAM
134
Grandview Asset Management
Pennsylvania
$238K 5,804 -525 -8%
JHCP
135
Jackson Hole Capital Partners
Oklahoma
$235K 5,744 +19 +0.3%
CAC
136
Certified Advisory Corp
Florida
$234K 5,709 -304 -5%
FUBT
137
First United Bank & Trust
Maryland
$233K 5,690 -7,570 -57%
DFG
138
Delta Financial Group
New Jersey
$232K 5,710 +5,710 New
RJT
139
Raymond James Trust
Florida
$228K 5,569 – –
FFN
140
Focus Financial Network
Minnesota
$228K 5,561 -104 -2%
DIM
141
Delta Investment Management
California
$225K 5,500 – –
PPP
142
Private Portfolio Partners
New Jersey
$223K 5,451 +422 +8%
MWM
143
Mission Wealth Management
California
$217K 5,297 -154 -3%
SWM
144
Selective Wealth Management
Virginia
$214K 4,909 +4,909 New
CPO
145
Cerity Partners OCIO
New York
$214K 5,222 – –
DIA
146
Dana Investment Advisors
Wisconsin
$213K 5,200 – –
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$211K 5,157 -748 -13%
AI
148
Accredited Investors
Minnesota
$210K 5,128 +5,128 New
IAS
149
Insigneo Advisory Services
Florida
$209K 5,100 +5,100 New
AAS
150
Annex Advisory Services
Wisconsin
$207K 5,057 +5,057 New
4 5
6
7 8