ONEQ icon

Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

210 hedge funds and large institutions have $626M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-4
Holders Change %
-1.87%
% of All Funds
3.32%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
26
Increased
65
Reduced
69
Closed
26
Calls
$3.34M
Puts
$1.24M
Net Calls
+$2.1M
Net Calls Change
-$218K

Top Buyers

1
MIH
1
Meitav Investment House
Israel
$14.9M
2
GM
2
GeoWealth Management
Illinois
$24.1M
3
KAS
3
Kestra Advisory Services
Texas
$20.8M
4
UWPG
4
Ullmann Wealth Partners Group
Florida
$11.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$41.5M

Top Sellers

1
WA
1
Wealthstar Advisors
Texas
$0
2
NEWAS
2
N.E.W. Advisory Services
Wisconsin
$808K
3
OMC
3
Old Mission Capital
Illinois
$0
4
CM
4
Churchill Management
California
$0
5
AIIMS
5
Analyst IMS Investment Management Services
Israel
$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
151
SOA Wealth Advisors
New York
$181K +$181K +3,273 New
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$176K +$60.7K +1,090 +53%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$158K +$222 +4 +0.1%
US Bancorp
154
US Bancorp
Minnesota
$151K – – –
LFG
155
Larson Financial Group
Missouri
$145K +$144K +2,597 +12,985%
FCA
156
FinTrust Capital Advisors
South Carolina
$139K – – –
AIP
157
Ahrens Investment Partners
Louisiana
$134K -$143K -2,561 -52%
CFD
158
Creative Financial Designs
Indiana
$124K +$166 +3 +0.1%
HNB
159
Huntington National Bank
Ohio
$112K -$19.5K -350 -15%
OIA
160
Optimum Investment Advisors
Illinois
$111K -$10.5K -190 -9%
FFA
161
Freedman Financial Associates
Massachusetts
$111K – – –
Barclays
162
Barclays
United Kingdom
$106K – – –
KPCM
163
Kings Point Capital Management
New York
$102K – – –
GWSG
164
GPS Wealth Strategies Group
Colorado
$99K +$111 +2 +0.1%
TSWM
165
Tyler-Stone Wealth Management
Ohio
$86K – – –
CWM
166
CarsonAllaria Wealth Management
Illinois
$84K +$167 +3 +0.2%
SIC
167
SJS Investment Consulting
Ohio
$75K – – –
SC
168
SouthState Corp
Florida
$69K +$69K +1,250 New
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$64.3K +$667 +12 +1%
GRP
170
Global Retirement Partners
California
$63K +$63K +1,432 New
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$62K -$390 -7 -0.6%
AIC
172
Archer Investment Corporation
Indiana
$55.6K – – –
Kayne Anderson Rudnick Investment Management
173
Kayne Anderson Rudnick Investment Management
California
$55K – – –
CAL
174
Capital Advisors Ltd
Ohio
$53K – – –
BFEC
175
Benjamin F. Edwards & Company
Missouri
$49K +$24.9K +447 +103%
5 6
7
8 9