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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

256 hedge funds and large institutions have $796M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 16 closing their positions.

Holders
256
Holders Change
+20
Holders Change %
+8.47%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
36
Increased
81
Reduced
72
Closed
16
Calls
$198K
Puts
$1.05M
Net Calls
-$854K
Net Calls Change
-$1.35M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$9.44M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.02M
3
ACA
3
Aptus Capital Advisors
Alabama
$6.45M
4
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.45M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$3.95M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$822K
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$72.3M
4
SFS
4
Sowell Financial Services
Arkansas
$1.33M
5
JWM
5
Jackson Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SW
126
SteelPeak Wealth
California
$459K 8,829 – –
AAS
127
Ameritas Advisory Services
Nebraska
$458K 8,807 +8,807 New
US Bancorp
128
US Bancorp
Minnesota
$453K 8,721 +6,221 +249%
Goldman Sachs
129
Goldman Sachs
New York
$425K 8,175 +8,175 New
GWM
130
Greenhouse Wealth Management
Connecticut
$423K 8,130 – –
BCI
131
Brinker Capital Investments
Pennsylvania
$415K 7,974 +748 +10%
OPS
132
Orion Portfolio Solutions
Nebraska
$415K 7,974 +748 +10%
Cetera Investment Advisers
133
Cetera Investment Advisers
Illinois
$393K 7,557 +2,262 +43%
AA
134
Aufman Associates
Pennsylvania
$392K 7,540 – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$391K 7,530 -125 -2%
RRA
136
Round Rock Advisors
Connecticut
$384K 7,395 – –
OIA
137
OneDigital Investment Advisors
Kansas
$371K 7,131 – –
IF
138
Ironwood Financial
Arizona
$370K 7,121 +4 +0.1%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$368K 7,080 +698 +11%
LWMNY
140
Landmark Wealth Management (New York)
New York
$366K 7,032 +7,032 New
MCM
141
MAI Capital Management
Ohio
$365K 7,026 -913 -12%
SG
142
StoneX Group
New York
$351K 6,745 -341 -5%
Cerity Partners
143
Cerity Partners
New York
$349K 6,722 -20 -0.3%
B
144
Bailard
California
$332K 6,378 – –
BFA
145
Beaumont Financial Advisors
Massachusetts
$331K 6,373 -300 -4%
GAM
146
Grandview Asset Management
Pennsylvania
$312K 5,993 +5,993 New
MWM
147
Mission Wealth Management
California
$310K 5,966 +6 +0.1%
SFC
148
Strategic Financial Concepts
Texas
$306K 5,879 +1 +0%
FAIM
149
Financial Advocates Investment Management
Washington
$303K 5,832 +1,134 +24%
JHCP
150
Jackson Hole Capital Partners
Oklahoma
$300K 5,778 +11 +0.2%
4 5
6
7 8