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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

236 hedge funds and large institutions have $808M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
3.72%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
41
Increased
75
Reduced
66
Closed
23
Calls
$633K
Puts
$140K
Net Calls
+$493K
Net Calls Change
+$614K

Top Buyers

1
HCA
1
Heck Capital Advisors
Wisconsin
$10M
2
EL
2
EQ LLC
Washington
$10.6M
3
SFS
3
Sowell Financial Services
Arkansas
$6.13M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$55.5M
5
KCM
5
KM Capital Management
Texas
$6.67M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$819K
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$13.1M
3
RIG
3
Ramiah Investment Group
Wisconsin
$0
4
FWA
4
FOCUS Wealth Advisors
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HIP
151
HUB Investment Partners
Texas
$270K 5,000 +5,000 New
PPP
152
Private Portfolio Partners
New Jersey
$270K 4,986 +5 +0.1%
BFG
153
Bouchey Financial Group
New York
$269K 4,981 – –
AIP
154
Ameritas Investment Partners
Nebraska
$269K 4,970 +94 +2%
SWA
155
SOA Wealth Advisors
New York
$266K 4,915 +8 +0.2%
CAM
156
Cresset Asset Management
Illinois
$263K 4,870 +4,870 New
AI
157
Accredited Investors
Minnesota
$263K 4,864 -142 -3%
BSW
158
Buckingham Strategic Wealth
Missouri
$263K 4,861 +4,861 New
BC
159
Burney Company
Virginia
$261K 4,820 – –
FAIM
160
Financial Advocates Investment Management
Washington
$254K 4,698 -72 -2%
GIA
161
GHP Investment Advisors
Colorado
$235K 4,378 +1 +0%
EWM
162
Empirical Wealth Management
Washington
$233K 4,311 +7 +0.2%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$233K 4,370 -48 -1%
SPWG
164
Syntegra Private Wealth Group
Missouri
$224K 4,141 +4,141 New
ML
165
Mayport LLC
Massachusetts
$222K 4,100 +4,100 New
LSPW
166
Lake Street Private Wealth
Illinois
$219K 4,054 +4,054 New
SAM
167
Silvercrest Asset Management
New York
$219K 4,050 +4,050 New
S
168
SignatureFD
Georgia
$217K 4,021 +4,000 +19,048%
SF
169
Synovus Financial
Georgia
$216K 4,000 +4,000 New
EH
170
Equitable Holdings
New York
$204K 3,779 +3,779 New
AFG
171
Albion Financial Group
Utah
$203K 3,760 -1,782 -32%
KFI
172
Key Financial Inc
Pennsylvania
$201K 3,722 – –
GWP
173
Gateway Wealth Partners
Wisconsin
$200K 3,703 +3,703 New
BAAM
174
Baker Avenue Asset Management
California
$193K 3,560 – –
CSPIA
175
Cary Street Partners Investment Advisory
Virginia
$176K 3,250 +3,250 New
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7
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