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Fidelity Nasdaq Composite Index ETF
ONEQ

214 hedge funds and large institutions have $629M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,266% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $111K

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

11% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 61

11% more funds holding

Funds holding: 192 → 214 (+22)

7% more capital invested

Capital invested by funds: $590M → $629M (+$38.5M)

0.67% more ownership

Funds ownership: 16.39% → 17.05% (+0.67%)

Holders
214
Holders Change
+22
Holders Change %
+11.46%
% of All Funds
3.44%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
40
Increased
68
Reduced
61
Closed
15
Calls
$4.85M
Puts
$111K
Net Calls
+$4.74M
Net Calls Change
+$4.17M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.2M
2
Bank of America
Bank of America
North Carolina
+$10.9M
3
HCM
Hollencrest Capital Management
California
+$10.7M
4
Wells Fargo
Wells Fargo
California
+$5.41M
5
FC
Financial Consulate
Maryland
+$4.96M

Top Sellers

1
FWM
Focused Wealth Management
New York
-$24.8M
2
MIH
Meitav Investment House
Israel
-$13.3M
3
MML Investors Services
MML Investors Services
Massachusetts
-$6.44M
4
HighTower Advisors
HighTower Advisors
Illinois
-$4.5M
5
LPL Financial
LPL Financial
California
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$205K – – –
BFG
152
Bouchey Financial Group
New York
$204K – – –
AIP
153
Ameritas Investment Partners
Nebraska
$199K +$1.96K +46 +1%
CF
154
Centaurus Financial
California
$189K -$212K -4,965 -52%
SWA
155
SOA Wealth Advisors
New York
$187K -$13.5K -316 -6%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$184K +$51.2K +1,200 +36%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$183K -$710K -16,631 -79%
KFI
158
Key Financial Inc
Pennsylvania
$154K – – –
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$146K -$590K -13,820 -79%
US Bancorp
160
US Bancorp
Minnesota
$144K +$34.1K +800 +29%
CFD
161
Creative Financial Designs
Indiana
$137K +$13.5K +316 +10%
CA
162
CoreCap Advisors
Michigan
$130K +$135K +3,167 New
FCA
163
FinTrust Capital Advisors
South Carolina
$103K – – –
SIC
164
Salem Investment Counselors
North Carolina
$102K – – –
HH
165
HWG Holdings
Texas
$94K -$304K -7,121 -76%
Barclays
166
Barclays
United Kingdom
$77.8K – – –
SC
167
SouthState Corp
Florida
$67.6K – – –
TSWM
168
Tyler-Stone Wealth Management
Ohio
$64K – – –
CWM
169
CarsonAllaria Wealth Management
Illinois
$62K +$213 +5 +0.3%
HNB
170
Huntington National Bank
Ohio
$61.5K – – –
FWM
171
Focused Wealth Management
New York
$59.3K -$24.8M -579,984 -100%
GRP
172
Global Retirement Partners
California
$59K +$128 +3 +0.2%
SIC
173
SJS Investment Consulting
Ohio
$55.3K – – –
TWA
174
TCI Wealth Advisors
Arizona
$48.5K – – –
Kayne Anderson Rudnick Investment Management
175
Kayne Anderson Rudnick Investment Management
California
$41K – – –
5 6
7
8 9

ONEQ Hedge Fund Activity: Q4 2022 in Review

214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q4 2022, worth a combined $629M — up 6.5% from $590M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ONEQ positions and 15 closed out — a net gain of 25 holders — while 68 added to existing stakes and 61 trimmed.

The largest buyer was UBS Group, adding an estimated $11.2M. The largest seller was Focused Wealth Management, cutting an estimated $24.8M.

  • 214 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q4 2022, up from 192 in Q3 2022.
  • Funds reported $629M of Fidelity Nasdaq Composite Index ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 40 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q4 2022 and 15 closed out, a net change of +25 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q4 2022 was UBS Group, an estimated $11.2M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q4 2022 was Focused Wealth Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2022.