ONEQ icon

Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

198 hedge funds and large institutions have $497M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
-12
Holders Change %
-5.71%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
22
Increased
64
Reduced
53
Closed
31
Calls
$1.67M
Puts
$245K
Net Calls
+$1.42M
Net Calls Change
-$678K

Top Buyers

1
FWM
1
Focused Wealth Management
New York
$18.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.5M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$35.3M
4
Bank of America
4
Bank of America
North Carolina
$28.3M
5
LPL Financial
5
LPL Financial
California
$28.3M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.1M
3
EL
3
EQ LLC
Washington
$1.62M
4
SWM
4
Spire Wealth Management
Virginia
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Avior Wealth Management
Nebraska
$85K +$64.4K +1,500 +313%
Barclays
152
Barclays
United Kingdom
$82K – – –
GWSG
153
GPS Wealth Strategies Group
Colorado
$77K +$173 +4 +0.2%
SC
154
SouthState Corp
Florida
$71K +$17.2K +400 +32%
TSWM
155
Tyler-Stone Wealth Management
Ohio
$67K – – –
OIA
156
Optimum Investment Advisors
Illinois
$65K -$21.7K -500 -25%
CWM
157
CarsonAllaria Wealth Management
Illinois
$65K +$86 +2 +0.1%
HFS
158
Heritage Financial Services
Massachusetts
$64K +$64K +1,500 New
GRP
159
Global Retirement Partners
California
$62K +$86 +2 +0.1%
SWM
160
SeaCrest Wealth Management
New York
$61K +$61K +1,420 New
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$48K – – –
AIC
162
Archer Investment Corporation
Indiana
$43.2K – – –
Kayne Anderson Rudnick Investment Management
163
Kayne Anderson Rudnick Investment Management
California
$43K – – –
CAL
164
Capital Advisors Ltd
Ohio
$41K – – –
CDIA
165
Capital Directions Investment Advisors
Georgia
$38K – – –
BFEC
166
Benjamin F. Edwards & Company
Missouri
$38K – – –
SPIA
167
Steward Partners Investment Advisory
New York
$28K – – –
CFGS
168
Concourse Financial Group Securities
Alabama
$28K +$5.34K +125 +24%
PCG
169
Private Capital Group
Connecticut
$24K – – –
MRCM
170
M&R Capital Management
New Jersey
$22K – – –
AA
171
Ancora Advisors
Ohio
$19K – – –
AIP
172
Ameritas Investment Partners
Nebraska
$19K – – –
AA
173
AlphaMark Advisors
Kentucky
$17K – – –
TWA
174
TCI Wealth Advisors
Arizona
$16K – – –
TWM
175
Tradition Wealth Management
Minnesota
$14K +$2.9K +68 +26%
5 6
7
8 9