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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

286 hedge funds and large institutions have $1.06B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 17 closing their positions.

Holders
286
Holders Change
+18
Holders Change %
+6.72%
% of All Funds
4.15%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
93
Reduced
77
Closed
17
Calls
$277K
Puts
$12K
Net Calls
+$265K
Net Calls Change
-$476K

Top Buyers

1
NRI
1
NFP Retirement Inc
California
$29.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$79.6M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$6.83M
4
TAM
4
TCP Asset Management
Ohio
$17.1M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.34M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$1.02M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$67.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.9M
4
Bank of America
4
Bank of America
North Carolina
$34.1M
5
GM
5
GeoWealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
126
One Capital Management
California
$638K 9,910 – –
CA
127
Cetera Advisors
Colorado
$616K 9,571 +9,571 New
GWP
128
Gateway Wealth Partners
Wisconsin
$613K 9,526 +3,635 +62%
MG
129
Mather Group
Illinois
$610K 10,303 – –
Cerity Partners
130
Cerity Partners
New York
$610K 9,481 +369 +4%
SAM
131
Smartleaf Asset Management
Massachusetts
$604K 9,354 +4,200 +81%
SIC
132
Samalin Investment Counsel
New York
$580K 9,009 +156 +2%
SW
133
SteelPeak Wealth
California
$575K 8,933 – –
CTA
134
Colonial Trust Advisors
South Carolina
$563K 8,742 -211 -2%
PA
135
Parallel Advisors
California
$554K 8,604 +8,129 +1,711%
GWM
136
Greenhouse Wealth Management
Connecticut
$524K 8,130 – –
TSS
137
Two Sigma Securities
New York
$512K 7,943 +7,943 New
TCM
138
Tradewinds Capital Management
Washington
$503K 7,808 +4,052 +108%
MCM
139
MAI Capital Management
Ohio
$492K 7,634 +602 +9%
Wolverine Trading
140
Wolverine Trading
Illinois
$491K 7,617 +1,922 +34%
AAS
141
Ameritas Advisory Services
Nebraska
$486K 7,561 -114 -1%
AA
142
Aufman Associates
Pennsylvania
$486K 7,540 – –
VCP
143
Verus Capital Partners
Arizona
$483K 7,493 -1,597 -18%
BFA
144
Beaumont Financial Advisors
Massachusetts
$476K 7,398 +775 +12%
RRA
145
Round Rock Advisors
Connecticut
$476K 7,395 – –
KA
146
Kovack Advisors
Florida
$460K 7,148 -26,564 -79%
IF
147
Ironwood Financial
Arizona
$459K 7,130 +4 +0.1%
TFS
148
Thoroughbred Financial Services
Tennessee
$458K 7,113 -3,405 -32%
EWA
149
EP Wealth Advisors
California
$444K 6,900 +300 +5%
HIP
150
HUB Investment Partners
Texas
$438K 6,800 – –
4 5
6
7 8