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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

335 hedge funds and large institutions have $1.37B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+33
Holders Change %
+10.93%
% of All Funds
4.46%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
58
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$35.8M
2
LPL Financial
2
LPL Financial
California
$82.1M
3
GM
3
GeoWealth Management
Illinois
$23M
4
LGA
4
Lebenthal Global Advisors
New York
$14.3M
5
ECA
5
Elevation Capital Advisory
Oregon
$10.5M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$3.93M
2
RIA
2
Regal Investment Advisors
Michigan
$871K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$33.1M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$61.6M
5
LWM
5
LJI Wealth Management
Indiana
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAAG
151
Wealth Alliance Advisory Group
Kansas
$763K – – –
KIA
152
KCM Investment Advisors
California
$758K – – –
OCM
153
One Capital Management
California
$755K +$837 +11 +0.1%
SW
154
SteelPeak Wealth
California
$745K +$76 +1 +0%
IAA
155
Independent Advisor Alliance
North Carolina
$728K +$728K +9,567 New
NEWAS
156
N.E.W. Advisory Services
Wisconsin
$703K -$46.7K -614 -6%
SAM
157
Secure Asset Management
Michigan
$690K +$690K +9,069 New
PA
158
Parallel Advisors
California
$643K – – –
TFS
159
Thoroughbred Financial Services
Tennessee
$643K +$4.94K +65 +0.8%
GWM
160
Greenhouse Wealth Management
Connecticut
$618K – – –
BFA
161
Beaumont Financial Advisors
Massachusetts
$618K +$22.8K +300 +4%
SXL
162
Summit X LLC
Missouri
$604K +$604K +7,945 New
MCM
163
MAI Capital Management
Ohio
$597K -$22.4K -295 -4%
EWA
164
EP Wealth Advisors
California
$586K +$43.1K +566 +8%
SIC
165
Samalin Investment Counsel
New York
$572K -$495K -6,505 -46%
VCP
166
Verus Capital Partners
Arizona
$568K +$5.93K +78 +1%
GAM
167
Grandview Asset Management
Pennsylvania
$563K +$563K +7,396 New
IF
168
Ironwood Financial
Arizona
$543K – – –
HIP
169
HUB Investment Partners
Texas
$538K – – –
RRA
170
Round Rock Advisors
Connecticut
$535K -$25.1K -330 -4%
AAS
171
Ameritas Advisory Services
Nebraska
$531K +$50.3K +661 +10%
VAM
172
Verity Asset Management
North Carolina
$494K -$572K -7,517 -54%
Northern Trust
173
Northern Trust
Illinois
$479K – – –
B
174
Bailard
California
$479K -$5.93K -78 -1%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$478K +$68.8K +905 +17%
5 6
7
8 9