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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

335 hedge funds and large institutions have $1.37B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+33
Holders Change %
+10.93%
% of All Funds
4.46%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
58
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$35.8M
2
LPL Financial
2
LPL Financial
California
$82.1M
3
GM
3
GeoWealth Management
Illinois
$23M
4
LGA
4
Lebenthal Global Advisors
New York
$14.3M
5
ECA
5
Elevation Capital Advisory
Oregon
$10.5M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$3.93M
2
RIA
2
Regal Investment Advisors
Michigan
$871K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$33.1M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$61.6M
5
LWM
5
LJI Wealth Management
Indiana
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$1.06M +$199K +2,620 +23%
RI
127
Ridgewood Investments
New Jersey
$1.04M -$27.5K -361 -3%
CWA
128
Canvas Wealth Advisors
Kansas
$1.02M +$1.02M +13,449 New
FUBT
129
First United Bank & Trust
Maryland
$999K -$260K -3,420 -21%
AllianceBernstein
130
AllianceBernstein
Tennessee
$982K +$982K +12,907 New
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$955K +$537K +7,064 +129%
BRWA
132
B. Riley Wealth Advisors
Florida
$943K -$70.7K -929 -7%
MGIA
133
Moneta Group Investment Advisors
Missouri
$938K +$14.4K +189 +2%
HI
134
Harbour Investments
Wisconsin
$929K -$6.09K -80 -0.7%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$909K +$7.08K +93 +0.8%
RIA
136
Regal Investment Advisors
Michigan
$871K -$7.2M -94,689 -89%
PA
137
Procyon Advisors
Connecticut
$865K +$1.52K +20 +0.2%
SWA
138
Strategies Wealth Advisors
Michigan
$862K -$38.3K -493 -4%
HAM
139
Harmony Asset Management
Arizona
$859K – – –
TCM
140
Tradewinds Capital Management
Washington
$856K +$1.9K +25 +0.2%
BTWM
141
Brass Tax Wealth Management
Ohio
$849K +$461K +6,055 +119%
PSF
142
Pacific Sun Financial
California
$818K -$1.52K -20 -0.2%
SA
143
Sanctuary Advisors
Indiana
$817K -$89.9K -1,160 -10%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$804K -$71.9K -945 -8%
PCMU
145
Paragon Capital Management (Utah)
Utah
$802K -$29.3K -385 -4%
AWM
146
Avior Wealth Management
Nebraska
$802K -$51.8K -681 -6%
SFS
147
Sowell Financial Services
Arkansas
$801K -$70.5K -927 -8%
MG
148
Mather Group
Illinois
$784K – – –
FIM
149
FWL Investment Management
Texas
$778K -$116K -1,526 -13%
SA
150
Sovran Advisors
California
$770K +$770K +10,258 New
4 5
6
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