ONEQ icon

Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

256 hedge funds and large institutions have $796M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 16 closing their positions.

Holders
256
Holders Change
+20
Holders Change %
+8.47%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
36
Increased
81
Reduced
72
Closed
16
Calls
$198K
Puts
$1.05M
Net Calls
-$854K
Net Calls Change
-$1.35M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$9.44M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.02M
3
CFS
3
Commonwealth Financial Services
West Virginia
$7.39M
4
ACA
4
Aptus Capital Advisors
Alabama
$6.45M
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.45M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$822K
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$72.3M
4
SFS
4
Sowell Financial Services
Arkansas
$1.33M
5
JWM
5
Jackson Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DFG
151
Delta Financial Group
New Jersey
$297K 5,710 +5,710 New
EWA
152
EP Wealth Advisors
California
$291K 5,597 +5,597 New
COCM
153
Charter Oak Capital Management
New Hampshire
$286K 5,503 -450 -8%
DIM
154
Delta Investment Management
California
$286K 5,500 – –
RJT
155
Raymond James Trust
Florida
$286K 5,496 -43 -0.8%
Truist Financial
156
Truist Financial
North Carolina
$285K 5,474 +5,474 New
Corient Private Wealth
157
Corient Private Wealth
Florida
$281K 5,410 – –
JC
158
JB Capital
Connecticut
$281K 5,404 -399 -7%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$280K 5,382 +97 +2%
FFN
160
Focus Financial Network
Minnesota
$278K 5,339 -138 -3%
HH
161
HWG Holdings
Texas
$276K 5,312 -5,513 -51%
VAM
162
Verity Asset Management
North Carolina
$272K 5,241 +5,241 New
DIA
163
Dana Investment Advisors
Wisconsin
$270K 5,200 – –
PPP
164
Private Portfolio Partners
New Jersey
$268K 5,158 +172 +3%
BJL
165
Brighton Jones LLC
Washington
$262K 5,045 +3 +0.1%
HIP
166
HUB Investment Partners
Texas
$260K 5,000 – –
BFG
167
Bouchey Financial Group
New York
$259K 4,981 – –
SWA
168
SOA Wealth Advisors
New York
$256K 4,925 +10 +0.2%
CAM
169
Cresset Asset Management
Illinois
$254K 4,878 +8 +0.2%
AI
170
Accredited Investors
Minnesota
$253K 4,864 – –
BSW
171
Buckingham Strategic Wealth
Missouri
$253K 4,861 – –
BC
172
Burney Company
Virginia
$251K 4,820 – –
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$250K 4,804 -625 -12%
AIP
174
Ameritas Investment Partners
Nebraska
$243K 4,683 -287 -6%
GIA
175
GHP Investment Advisors
Colorado
$231K 4,378 – –
5 6
7
8 9