We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF
ONEQ

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.

New
Increased
Maintained
Reduced
Closed

4,266% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $111K

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

11% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 61

11% more funds holding

Funds holding: 192 → 214 (+22)

7% more capital invested

Capital invested by funds: $590M → $629M (+$38.5M)

0.67% more ownership

Funds ownership: 16.39% → 17.05% (+0.67%)

Holders
214
Holders Change
+22
Holders Change %
+11.46%
% of All Funds
3.44%
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
UBS Group
Switzerland
+$11.2M
2
Bank of America
Bank of America
North Carolina
+$10.9M
3
HCM
Hollencrest Capital Management
California
+$10.7M
4
Wells Fargo
Wells Fargo
California
+$5.41M
5
FC
Financial Consulate
Maryland
+$4.96M

Top Sellers

1
FWM
Focused Wealth Management
New York
-$24.8M
2
MIH
Meitav Investment House
Israel
-$13.3M
3
MML Investors Services
MML Investors Services
Massachusetts
-$6.44M
4
HighTower Advisors
HighTower Advisors
Illinois
-$4.5M
5
LPL Financial
LPL Financial
California
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
126
Beaumont Financial Advisors
Massachusetts
$265K -$33.1K -775 -11%
LWMNY
127
Landmark Wealth Management (New York)
New York
$263K -$123K -2,874 -31%
B
128
Bailard
California
$261K +$272K +6,378 New
BJL
129
Brighton Jones LLC
Washington
$254K +$265K +6,204 New
VWA
130
V Wealth Advisors
Kansas
$251K +$261K +6,116 New
COCM
131
Charter Oak Capital Management
New Hampshire
$250K -$4.7K -110 -2%
WAAG
132
Wealth Alliance Advisory Group
Kansas
$239K -$469 -11 -0.2%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$239K +$8.49K +199 +4%
GAM
134
Grandview Asset Management
Pennsylvania
$238K -$22.4K -525 -8%
JHCP
135
Jackson Hole Capital Partners
Oklahoma
$235K +$811 +19 +0.3%
CAC
136
Certified Advisory Corp
Florida
$234K -$13K -304 -5%
FUBT
137
First United Bank & Trust
Maryland
$233K -$323K -7,570 -57%
DFG
138
Delta Financial Group
New Jersey
$232K +$244K +5,710 New
RJT
139
Raymond James Trust
Florida
$228K – – –
FFN
140
Focus Financial Network
Minnesota
$228K -$4.44K -104 -2%
DIM
141
Delta Investment Management
California
$225K – – –
PPP
142
Private Portfolio Partners
New Jersey
$223K +$18K +422 +8%
MWM
143
Mission Wealth Management
California
$217K -$6.57K -154 -3%
SWM
144
Selective Wealth Management
Virginia
$214K +$210K +4,909 New
CPO
145
Cerity Partners OCIO
New York
$214K – – –
DIA
146
Dana Investment Advisors
Wisconsin
$213K – – –
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$211K -$31.9K -748 -13%
AI
148
Accredited Investors
Minnesota
$210K +$219K +5,128 New
IAS
149
Insigneo Advisory Services
Florida
$209K +$218K +5,100 New
AAS
150
Annex Advisory Services
Wisconsin
$207K +$216K +5,057 New
4 5
6
7 8

ONEQ Hedge Fund Activity: Q4 2022 in Review

214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q4 2022, worth a combined $629M — up 6.5% from $590M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ONEQ positions and 15 closed out — a net gain of 25 holders — while 68 added to existing stakes and 61 trimmed.

The largest buyer was UBS Group, adding an estimated $11.2M. The largest seller was Focused Wealth Management, cutting an estimated $24.8M.

  • 214 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q4 2022, up from 192 in Q3 2022.
  • Funds reported $629M of Fidelity Nasdaq Composite Index ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 40 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q4 2022 and 15 closed out, a net change of +25 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q4 2022 was UBS Group, an estimated $11.2M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q4 2022 was Focused Wealth Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2022.