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Fidelity Nasdaq Composite Index ETF

183 hedge funds and large institutions have $567M invested in Fidelity Nasdaq Composite Index ETF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

31% more capital invested

Capital invested by funds: $434M → $567M (+$134M)

29% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 52

6% more funds holding

Funds holding: 172183 (+11)

125.4% less ownership

Funds ownership: 138.62%13.22% (-125%)

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
3.19%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
24
Increased
67
Reduced
52
Closed
12
Calls
$558K
Puts
Net Calls
+$558K
Net Calls Change
+$558K
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
151
Archer Investment Corporation
Indiana
$56.4K
CDIA
152
Capital Directions Investment Advisors
Georgia
$55K +$52.7K +980 New
CAL
153
Capital Advisors Ltd
Ohio
$54K -$128K -2,370 -71%
MRCM
154
M&R Capital Management
New Jersey
$39K -$16.1K -300 -30%
SPIA
155
Steward Partners Investment Advisory
New York
$34K -$97.4K -1,810 -75%
PCG
156
Private Capital Group
Connecticut
$31K
CFGS
157
Concourse Financial Group Securities
Alabama
$30K
AIP
158
Ameritas Investment Partners
Nebraska
$25K +$54 +1 +0.2%
AA
159
Ancora Advisors
Ohio
$25K +$54 +1 +0.2%
BFEC
160
Benjamin F. Edwards & Company
Missouri
$24K -$29K -538 -55%
OC
161
Oakworth Capital
Alabama
$23K +$21.5K +400 New
NFG
162
Next Financial Group
Texas
$17K
PA
163
Parallel Advisors
California
$17K
RFWA
164
RPg Family Wealth Advisory
Massachusetts
$16.9K +$16.1K +300 New
TFM
165
TFC Financial Management
Massachusetts
$16K
AWA
166
Arkadios Wealth Advisors
Georgia
$14K -$2.69K -50 -17%
TWA
167
TCI Wealth Advisors
Arizona
$12K
BCA
168
Berman Capital Advisors
Georgia
$11K
LPWM
169
Lake Point Wealth Management
Texas
$11K +$10.8K +200 New
Simplex Trading
170
Simplex Trading
Illinois
$11K +$10.8K +200 New
CWAF
171
Core Wealth Advisors (Florida)
Florida
$10K
BlackRock
172
BlackRock
New York
$9K -$215 -4 -3%
IWMWV
173
Ironwood Wealth Management (West Virginia)
West Virginia
$8K
IFAM
174
Institutional & Family Asset Management
Colorado
$6K
S
175
SignatureFD
Georgia
$5K

ONEQ Hedge Fund Activity: Q2 2021 in Review

183 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q2 2021, worth a combined $567M — up 31% from $434M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ONEQ positions and 12 closed out — a net gain of 12 holders — while 67 added to existing stakes and 52 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $35.9M. The largest seller was Sowell Financial Services, cutting an estimated $74.4M.

  • 183 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q2 2021, up from 172 in Q1 2021.
  • Funds reported $567M of Fidelity Nasdaq Composite Index ETF stock for Q2 2021, up 31% quarter-over-quarter.
  • 24 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q2 2021 and 12 closed out, a net change of +12 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q2 2021 was Old Mission Capital, an estimated $35.9M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q2 2021 was Sowell Financial Services, an estimated $74.4M sold.

Based on aggregated 13F filings for Q2 2021.