ONEQ icon

Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

236 hedge funds and large institutions have $808M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
3.72%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
41
Increased
75
Reduced
66
Closed
23
Calls
$633K
Puts
$140K
Net Calls
+$493K
Net Calls Change
+$614K

Top Buyers

1
HCA
1
Heck Capital Advisors
Wisconsin
$10M
2
EL
2
EQ LLC
Washington
$10.6M
3
SFS
3
Sowell Financial Services
Arkansas
$6.13M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$55.5M
5
KCM
5
KM Capital Management
Texas
$6.67M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$819K
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$13.1M
3
RIG
3
Ramiah Investment Group
Wisconsin
$0
4
FWA
4
FOCUS Wealth Advisors
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
126
Brinker Capital Investments
Pennsylvania
$391K 7,226 +130 +2%
OIA
127
OneDigital Investment Advisors
Kansas
$386K 7,131 – –
IF
128
Ironwood Financial
Arizona
$385K 7,117 -137 -2%
SG
129
StoneX Group
New York
$383K 7,086 +224 +3%
Cerity Partners
130
Cerity Partners
New York
$365K 6,742 -5,528 -45%
BFA
131
Beaumont Financial Advisors
Massachusetts
$361K 6,673 +700 +12%
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$345K 6,382 +1,609 +34%
B
133
Bailard
California
$345K 6,378 – –
AAS
134
Avantax Advisory Services
Texas
$332K 6,144 +6,144 New
VWA
135
V Wealth Advisors
Kansas
$331K 6,123 +3 +0%
MWM
136
Mission Wealth Management
California
$322K 5,960 +756 +15%
COCM
137
Charter Oak Capital Management
New Hampshire
$322K 5,953 -150 -2%
SFC
138
Strategic Financial Concepts
Texas
$318K 5,878 +178 +3%
JC
139
JB Capital
Connecticut
$314K 5,803 +25 +0.4%
JHCP
140
Jackson Hole Capital Partners
Oklahoma
$312K 5,767 +10 +0.2%
RJT
141
Raymond James Trust
Florida
$300K 5,539 -30 -0.5%
DIM
142
Delta Investment Management
California
$297K 5,500 – –
FFN
143
Focus Financial Network
Minnesota
$296K 5,477 -244 -4%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$294K 5,429 +2,126 +64%
Corient Private Wealth
145
Corient Private Wealth
Florida
$293K 5,410 +5,410 New
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$286K 5,295 -747 -12%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$286K 5,285 +11 +0.2%
DIA
148
Dana Investment Advisors
Wisconsin
$281K 5,200 – –
TGAM
149
TBH Global Asset Management
Tennessee
$279K 5,152 +5,152 New
BJL
150
Brighton Jones LLC
Washington
$273K 5,042 +5,042 New
4 5
6
7 8