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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

286 hedge funds and large institutions have $1.06B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 17 closing their positions.

Holders
286
Holders Change
+18
Holders Change %
+6.72%
% of All Funds
4.15%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
93
Reduced
77
Closed
17
Calls
$277K
Puts
$12K
Net Calls
+$265K
Net Calls Change
-$476K

Top Buyers

1
NRI
1
NFP Retirement Inc
California
$29.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$79.6M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$6.83M
4
TAM
4
TCP Asset Management
Ohio
$17.1M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.34M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$1.02M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$67.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.9M
4
Bank of America
4
Bank of America
North Carolina
$34.1M
5
GM
5
GeoWealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
151
Grandview Asset Management
Pennsylvania
$428K 6,651 +390 +6%
OPS
152
Orion Portfolio Solutions
Nebraska
$425K 6,601 +726 +12%
BCI
153
Brinker Capital Investments
Pennsylvania
$425K 6,601 +726 +12%
SG
154
StoneX Group
New York
$417K 6,472 -281 -4%
B
155
Bailard
California
$411K 6,378 – –
LWMNY
156
Landmark Wealth Management (New York)
New York
$410K 6,370 -474 -7%
Corient Private Wealth
157
Corient Private Wealth
Florida
$398K 6,187 +200 +3%
BSW
158
Buckingham Strategic Wealth
Missouri
$396K 6,147 +578 +10%
CIC
159
Concord Investment Counsel
California
$384K 5,963 +5,963 New
VAM
160
Verity Asset Management
North Carolina
$383K 5,944 +257 +5%
SFC
161
Strategic Financial Concepts
Texas
$379K 5,881 +1 +0%
JHCP
162
Jackson Hole Capital Partners
Oklahoma
$372K 5,778 – –
DFG
163
Delta Financial Group
New Jersey
$368K 5,710 – –
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$366K 5,691 +1 +0%
AAS
165
Avantax Advisory Services
Texas
$366K 5,685 +79 +1%
DIM
166
Delta Investment Management
California
$354K 5,500 – –
BJL
167
Brighton Jones LLC
Washington
$353K 5,475 +404 +8%
AF
168
Advisornet Financial
Minnesota
$353K 5,474 +1 +0%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$349K 5,427 +45 +0.8%
JC
170
JB Capital
Connecticut
$345K 5,357 +8 +0.1%
COCM
171
Charter Oak Capital Management
New Hampshire
$343K 5,322 – –
EH
172
Equitable Holdings
New York
$340K 5,282 +1 +0%
DIA
173
Dana Investment Advisors
Wisconsin
$335K 5,200 – –
PPP
174
Private Portfolio Partners
New Jersey
$333K 5,168 +5 +0.1%
PCS
175
Personal CFO Solutions
New Jersey
$324K 5,029 – –
5 6
7
8 9