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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

268 hedge funds and large institutions have $994M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 17 closing their positions.

Holders
268
Holders Change
+12
Holders Change %
+4.69%
% of All Funds
3.93%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
31
Increased
94
Reduced
69
Closed
17
Calls
$812K
Puts
$71K
Net Calls
+$741K
Net Calls Change
+$1.6M

Top Buyers

1
GCIM
1
Gunn & Company Investment Management
Florida
$21M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.2M
3
Bank of America
3
Bank of America
North Carolina
$42.8M
4
GM
4
GeoWealth Management
Illinois
$8.26M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$10.6M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$939K
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$76.7M
3
WCAMG
3
Woodard & Company Asset Management Group
North Carolina
$235K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
126
Samalin Investment Counsel
New York
$524K -$434K -7,318 -45%
WA
127
Wealthstar Advisors
Texas
$520K +$520K +8,773 New
GWM
128
Greenhouse Wealth Management
Connecticut
$482K – – –
AAS
129
Ameritas Advisory Services
Nebraska
$456K -$67.3K -1,132 -13%
AA
130
Aufman Associates
Pennsylvania
$447K – – –
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$445K -$829 -14 -0.2%
RRA
132
Round Rock Advisors
Connecticut
$438K – – –
OIA
133
OneDigital Investment Advisors
Kansas
$422K – – –
IF
134
Ironwood Financial
Arizona
$422K +$296 +5 +0.1%
MCM
135
MAI Capital Management
Ohio
$417K +$355 +6 +0.1%
LWMNY
136
Landmark Wealth Management (New York)
New York
$405K -$11.1K -188 -3%
HIP
137
HUB Investment Partners
Texas
$403K +$107K +1,800 +36%
SG
138
StoneX Group
New York
$400K +$474 +8 +0.1%
BFA
139
Beaumont Financial Advisors
Massachusetts
$392K +$14.8K +250 +4%
EWA
140
EP Wealth Advisors
California
$391K +$59.4K +1,003 +18%
B
141
Bailard
California
$378K – – –
GAM
142
Grandview Asset Management
Pennsylvania
$371K +$15.9K +268 +4%
Corient Private Wealth
143
Corient Private Wealth
Florida
$355K +$34.2K +577 +11%
MWM
144
Mission Wealth Management
California
$354K +$415 +7 +0.1%
GWP
145
Gateway Wealth Partners
Wisconsin
$349K +$93.8K +1,584 +37%
SFC
146
Strategic Financial Concepts
Texas
$348K +$59 +1 +0%
OPS
147
Orion Portfolio Solutions
Nebraska
$343K -$123K -2,099 -26%
BCI
148
Brinker Capital Investments
Pennsylvania
$343K -$123K -2,099 -26%
JHCP
149
Jackson Hole Capital Partners
Oklahoma
$342K – – –
DFG
150
Delta Financial Group
New Jersey
$338K – – –
4 5
6
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