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Fidelity Nasdaq Composite Index ETF
ONEQ

336 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 59 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

136% more call options, than puts

Call options by funds: $304K | Put options by funds: $129K

19% more capital invested

Capital invested by funds: $1.15B → $1.37B (+$219M)

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

11% more funds holding

Funds holding: 302 → 336 (+34)

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

1.36% more ownership

Funds ownership: 16.84% → 18.2% (+1.4%)

Holders
336
Holders Change
+34
Holders Change %
+11.26%
% of All Funds
4.43%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
59
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$26.6M
2
LPL Financial
LPL Financial
California
+$23.1M
3
GM
GeoWealth Management
Illinois
+$22.6M
4
LGA
Lebenthal Global Advisors
New York
+$13.8M
5
ECA
Elevation Capital Advisory
Oregon
+$10.4M

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$22.8M
2
RIA
Regal Investment Advisors
Michigan
-$7.09M
3
HighTower Advisors
HighTower Advisors
Illinois
-$4.8M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$4.7M
5
LWM
LJI Wealth Management
Indiana
-$4.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
151
Sovran Advisors
California
$770K +$768K +10,258 New
WAAG
152
Wealth Alliance Advisory Group
Kansas
$763K – – –
KIA
153
KCM Investment Advisors
California
$758K – – –
OCM
154
One Capital Management
California
$755K +$823 +11 +0.1%
SW
155
SteelPeak Wealth
California
$745K +$75 +1 +0%
IAA
156
Independent Advisor Alliance
North Carolina
$728K +$716K +9,567 New
NEWAS
157
N.E.W. Advisory Services
Wisconsin
$703K -$46K -614 -6%
SAM
158
Secure Asset Management
Michigan
$690K +$679K +9,069 New
PA
159
Parallel Advisors
California
$643K – – –
TFS
160
Thoroughbred Financial Services
Tennessee
$643K +$4.87K +65 +0.8%
GWM
161
Greenhouse Wealth Management
Connecticut
$618K – – –
BFA
162
Beaumont Financial Advisors
Massachusetts
$618K +$22.5K +300 +4%
SXL
163
Summit X LLC
Missouri
$604K +$595K +7,945 New
MCM
164
MAI Capital Management
Ohio
$597K -$22.1K -295 -4%
EWA
165
EP Wealth Advisors
California
$586K +$42.4K +566 +8%
SIC
166
Samalin Investment Counsel
New York
$572K -$487K -6,505 -46%
GAM
167
Grandview Asset Management
Pennsylvania
$563K +$554K +7,396 New
IF
168
Ironwood Financial
Arizona
$543K – – –
HIP
169
HUB Investment Partners
Texas
$538K – – –
RRA
170
Round Rock Advisors
Connecticut
$535K -$24.7K -330 -4%
AAS
171
Ameritas Advisory Services
Nebraska
$531K +$49.5K +661 +10%
VCP
172
Verus Capital Partners
Arizona
$529K +$5.84K +78 +1%
VAM
173
Verity Asset Management
North Carolina
$494K -$563K -7,517 -54%
Northern Trust
174
Northern Trust
Illinois
$479K – – –
B
175
Bailard
California
$479K -$5.84K -78 -1%
5 6
7
8 9

ONEQ Hedge Fund Activity: Q4 2024 in Review

336 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q4 2024, worth a combined $1.37B — up 19% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ONEQ positions and 13 closed out — a net gain of 46 holders — while 106 added to existing stakes and 96 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26.6M. The largest seller was Atria Wealth Solutions, cutting an estimated $22.8M.

  • 336 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q4 2024, up from 302 in Q3 2024.
  • Funds reported $1.37B of Fidelity Nasdaq Composite Index ETF stock for Q4 2024, up 19% quarter-over-quarter.
  • 59 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q4 2024 and 13 closed out, a net change of +46 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $26.6M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q4 2024 was Atria Wealth Solutions, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2024.