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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

198 hedge funds and large institutions have $497M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 31 closing their positions.

Holders
198
Holders Change
-12
Holders Change %
-5.71%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
22
Increased
64
Reduced
53
Closed
31
Calls
$1.67M
Puts
$245K
Net Calls
+$1.42M
Net Calls Change
-$678K

Top Buyers

1
FWM
1
Focused Wealth Management
New York
$18.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.5M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$35.3M
4
Bank of America
4
Bank of America
North Carolina
$28.3M
5
LPL Financial
5
LPL Financial
California
$28.3M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.1M
3
EL
3
EQ LLC
Washington
$1.62M
4
SWM
4
Spire Wealth Management
Virginia
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$33.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$13K -$109K -2,541 -89%
PA
177
Parallel Advisors
California
$13K – – –
OLVIG
178
Oliver Lagore Vanvalin Investment Group
Michigan
$13K – – –
TFM
179
TFC Financial Management
Massachusetts
$12K – – –
BCMLT
180
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K – – –
AIP
181
Ahrens Investment Partners
Louisiana
$11K -$94.8K -2,154 -90%
PTC
182
Private Trust Company
Ohio
$10K +$10K +230 New
LPWM
183
Lake Point Wealth Management
Texas
$9K – – –
CWA
184
Core Wealth Advisors
Florida
$8K – – –
Citigroup
185
Citigroup
New York
$8K +$7.5K +178 +1,483%
TWC
186
TD Waterhouse Canada
Ontario, Canada
$5.23K – – –
GWMIA
187
Global Wealth Management Investment Advisory
Florida
$5K – – –
RA
188
Rise Advisors
New York
$4K – – –
HR
189
Howe & Rusling
New York
$4K – – –
CCM
190
Chilton Capital Management
Texas
$4K +$4K +90 New
SIS
191
Sound Income Strategies
Florida
$3K – – –
AssetMark Inc
192
AssetMark Inc
California
$3K – – –
FHA
193
First Horizon Advisors
Tennessee
$3K +$3K +70 New
HCM
194
Horrell Capital Management
Arkansas
$2K +$2K +40 New
BRWM
195
B. Riley Wealth Management
Tennessee
$1.56K -$3.94K -91,345 -72%
S
196
SignatureFD
Georgia
$1K – – –
BlackRock
197
BlackRock
New York
$1K – – –
WIM
198
Westside Investment Management
California
$17 – – –
GM
199
GeoWealth Management
Illinois
– -$24.1M -433,160 Closed
SWM
200
Spire Wealth Management
Virginia
– -$5.11M -91,979 Closed
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