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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

210 hedge funds and large institutions have $626M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-4
Holders Change %
-1.87%
% of All Funds
3.32%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
26
Increased
65
Reduced
69
Closed
26
Calls
$3.34M
Puts
$1.24M
Net Calls
+$2.1M
Net Calls Change
-$218K

Top Buyers

1
MIH
1
Meitav Investment House
Israel
$14.9M
2
GM
2
GeoWealth Management
Illinois
$24.1M
3
KAS
3
Kestra Advisory Services
Texas
$20.8M
4
UWPG
4
Ullmann Wealth Partners Group
Florida
$11.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$41.5M

Top Sellers

1
WA
1
Wealthstar Advisors
Texas
$0
2
NEWAS
2
N.E.W. Advisory Services
Wisconsin
$808K
3
OMC
3
Old Mission Capital
Illinois
$0
4
CM
4
Churchill Management
California
$0
5
AIIMS
5
Analyst IMS Investment Management Services
Israel
$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDIA
176
Capital Directions Investment Advisors
Georgia
$49K +$49K +880 New
SPIA
177
Steward Partners Investment Advisory
New York
$37K +$2.8K +50 +8%
PCG
178
Private Capital Group
Connecticut
$31K – – –
MRCM
179
M&R Capital Management
New Jersey
$29K – – –
CFGS
180
Concourse Financial Group Securities
Alabama
$29K – – –
AWM
181
Avior Wealth Management
Nebraska
$26K – – –
AIP
182
Ameritas Investment Partners
Nebraska
$25K – – –
AA
183
Ancora Advisors
Ohio
$25K +$57 +1 +0.2%
AWM
184
Abound Wealth Management
Tennessee
$22.5K – – –
AA
185
AlphaMark Advisors
Kentucky
$22K -$38.5K -700 -64%
TWA
186
TCI Wealth Advisors
Arizona
$20K +$55 +1 +0.3%
PA
187
Parallel Advisors
California
$17K -$25.2K -445 -60%
OLVIG
188
Oliver Lagore Vanvalin Investment Group
Michigan
$17K +$17K +300 New
RFWA
189
RPg Family Wealth Advisory
Massachusetts
$16.7K – – –
TFM
190
TFC Financial Management
Massachusetts
$16K – – –
TRCT
191
Tower Research Capital (TRC)
New York
$14K -$936K -17,244 -99%
TWM
192
Tradition Wealth Management
Minnesota
$14K -$78.1K -1,451 -85%
BCMLT
193
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K +$12K +210 New
LPWM
194
Lake Point Wealth Management
Texas
$11K – – –
CWA
195
Core Wealth Advisors
Florida
$10K – – –
FCMA
196
Foresight Capital Management Advisors
Michigan
$9K – – –
PFS
197
Prospera Financial Services
Texas
$9K +$9K +167 New
TWC
198
TD Waterhouse Canada
Ontario, Canada
$6.68K – – –
GWMIA
199
Global Wealth Management Investment Advisory
Florida
$6K – – –
HR
200
Howe & Rusling
New York
$6K – – –
6 7
8
9 10