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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

218 hedge funds and large institutions have $1.12B invested in Fidelity Nasdaq Composite Index ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
3.49%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
27
Increased
76
Reduced
63
Closed
16
Calls
$311K
Puts
$432K
Net Calls
-$121K
Net Calls Change
-$4.86M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$12.7M
2
RIG
2
Ramiah Investment Group
Wisconsin
$8.85M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$23.6M
4
AWM
4
AE Wealth Management
Kansas
$12.5M
5
OLVIG
5
Oliver Lagore Vanvalin Investment Group
Michigan
$4.35M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$80.1M
2
Bank of America
2
Bank of America
North Carolina
$26.9M
3
HCM
3
Hollencrest Capital Management
California
$10.8M
4
FC
4
Financial Consulate
Maryland
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
B
126
Bailard
California
$306K 6,378 – –
SWP
127
Stratos Wealth Partners
Ohio
$303K 6,315 -16,054 -72%
VWA
128
V Wealth Advisors
Kansas
$293K 6,120 +4 +0.1%
COCM
129
Charter Oak Capital Management
New Hampshire
$293K 6,103 – –
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$290K 6,042 +885 +17%
BFA
131
Beaumont Financial Advisors
Massachusetts
$286K 5,973 -500 -8%
WAAG
132
Wealth Alliance Advisory Group
Kansas
$280K 5,844 -2 -0%
GAM
133
Grandview Asset Management
Pennsylvania
$279K 5,813 +9 +0.2%
JC
134
JB Capital
Connecticut
$277K 5,778 -707 -11%
JHCP
135
Jackson Hole Capital Partners
Oklahoma
$276K 5,757 +13 +0.2%
FFN
136
Focus Financial Network
Minnesota
$274K 5,721 +160 +3%
DFG
137
Delta Financial Group
New Jersey
$274K 5,710 – –
CAC
138
Certified Advisory Corp
Florida
$273K 5,701 -8 -0.1%
SFC
139
Strategic Financial Concepts
Texas
$273K 5,700 +5,700 New
FUBT
140
First United Bank & Trust
Maryland
$273K 5,690 – –
RJT
141
Raymond James Trust
Florida
$267K 5,569 – –
AFG
142
Albion Financial Group
Utah
$266K 5,542 -4,336 -44%
DIM
143
Delta Investment Management
California
$264K 5,500 – –
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$253K 5,274 +274 +5%
MWM
145
Mission Wealth Management
California
$250K 5,204 -93 -2%
DIA
146
Dana Investment Advisors
Wisconsin
$249K 5,200 – –
AI
147
Accredited Investors
Minnesota
$240K 5,006 -122 -2%
PPP
148
Private Portfolio Partners
New Jersey
$239K 4,981 -470 -9%
BFG
149
Bouchey Financial Group
New York
$238K 4,981 +1 +0%
SWA
150
SOA Wealth Advisors
New York
$235K 4,907 +346 +8%
4 5
6
7 8