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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

218 hedge funds and large institutions have $1.12B invested in Fidelity Nasdaq Composite Index ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
3.49%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
27
Increased
76
Reduced
63
Closed
16
Calls
$311K
Puts
$432K
Net Calls
-$121K
Net Calls Change
-$4.86M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$12.7M
2
RIG
2
Ramiah Investment Group
Wisconsin
$8.85M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$23.6M
4
AWM
4
AE Wealth Management
Kansas
$12.5M
5
OLVIG
5
Oliver Lagore Vanvalin Investment Group
Michigan
$4.35M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$80.1M
2
Bank of America
2
Bank of America
North Carolina
$26.9M
3
HCM
3
Hollencrest Capital Management
California
$10.8M
4
FC
4
Financial Consulate
Maryland
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
151
Ameritas Investment Partners
Nebraska
$234K 4,876 +19 +0.4%
BC
152
Burney Company
Virginia
$231K 4,820 +4,820 New
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$229K 4,773 +304 +7%
FAIM
154
Financial Advocates Investment Management
Washington
$229K 4,770 +4,770 New
Jane Street
155
Jane Street
New York
$210K 4,387 -33,923 -89%
GIA
156
GHP Investment Advisors
Colorado
$210K 4,377 -16,027 -79%
AT
157
American Trust
Kentucky
$209K 3,817 +3,817 New
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$208K 4,418 -5,203 -54%
EWM
159
Empirical Wealth Management
Washington
$206K 4,304 +4,304 New
AF
160
Allworth Financial
California
$184K 3,847 -3,897 -50%
KFI
161
Key Financial Inc
Pennsylvania
$178K 3,722 – –
ICM
162
Islay Capital Management
Texas
$172K 3,581 -17,961 -83%
BAAM
163
Baker Avenue Asset Management
California
$171K 3,560 +3,560 New
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$158K 3,303 -1,199 -27%
FWM
165
Focused Wealth Management
New York
$144K 3,001 +1,552 +107%
US Bancorp
166
US Bancorp
Minnesota
$130K 2,720 -800 -23%
CFD
167
Creative Financial Designs
Indiana
$130K 2,720 -626 -19%
CF
168
Centaurus Financial
California
$126K 2,626 -1,977 -43%
CT
169
Cambridge Trust
Massachusetts
$125K 2,600 +2,600 New
GRP
170
Global Retirement Partners
California
$106K 2,248 +808 +56%
HH
171
HWG Holdings
Texas
$105K 2,186 -112 -5%
FCA
172
FinTrust Capital Advisors
South Carolina
$103K 2,510 – –
CT
173
Colonial Trust
South Carolina
$95.6K 1,993 +1,243 +166%
SIC
174
Salem Investment Counselors
North Carolina
$91.1K 1,900 -600 -24%
Barclays
175
Barclays
United Kingdom
$91K 1,900 – –
5 6
7
8 9