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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

236 hedge funds and large institutions have $808M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
3.72%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
41
Increased
75
Reduced
66
Closed
23
Calls
$633K
Puts
$140K
Net Calls
+$493K
Net Calls Change
+$614K

Top Buyers

1
HCA
1
Heck Capital Advisors
Wisconsin
$10M
2
EL
2
EQ LLC
Washington
$10.6M
3
SFS
3
Sowell Financial Services
Arkansas
$6.13M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$55.5M
5
KCM
5
KM Capital Management
Texas
$6.67M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$819K
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$13.1M
3
RIG
3
Ramiah Investment Group
Wisconsin
$0
4
FWA
4
FOCUS Wealth Advisors
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
176
Focused Wealth Management
New York
$162K 3,004 +3 +0.1%
CFD
177
Creative Financial Designs
Indiana
$146K 2,702 -18 -0.7%
CT
178
Cambridge Trust
Massachusetts
$137K 2,536 -64 -2%
US Bancorp
179
US Bancorp
Minnesota
$135K 2,500 -220 -8%
GRP
180
Global Retirement Partners
California
$122K 2,250 +2 +0.1%
SF
181
Safeguard Financial
Wisconsin
$118K 2,191 +2,191 New
TCM
182
Tradewinds Capital Management
Washington
$106K 1,961 +1,961 New
Barclays
183
Barclays
United Kingdom
$103K 1,900 – –
FCA
184
FinTrust Capital Advisors
South Carolina
$103K 2,510 – –
SIC
185
Salem Investment Counselors
North Carolina
$103K 1,900 – –
GWSG
186
GPS Wealth Strategies Group
Colorado
$97.2K 1,797 +3 +0.2%
CT
187
Colonial Trust
South Carolina
$91.6K 1,693 -300 -15%
TSWM
188
Tyler-Stone Wealth Management
Ohio
$84K 1,550 +1,550 New
CWM
189
CarsonAllaria Wealth Management
Illinois
$82.5K 1,526 +3 +0.2%
HNB
190
Huntington National Bank
Ohio
– – – –
CHA
191
Carmichael Hill & Associates
Maryland
$75.7K 1,400 +1,400 New
SIC
192
SJS Investment Consulting
Ohio
$70.8K 1,310 – –
LFG
193
Larson Financial Group
Missouri
$64.5K 1,192 – –
Kayne Anderson Rudnick Investment Management
194
Kayne Anderson Rudnick Investment Management
California
$54.1K 1,000 – –
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$54.1K 1,000 – –
OIA
196
Optimum Investment Advisors
Illinois
$54.1K 1,000 – –
Simplex Trading
197
Simplex Trading
Illinois
$54K 1,006 +1,006 New
CAL
198
Capital Advisors Ltd
Ohio
$52K 960 – –
BFEC
199
Benjamin F. Edwards & Company
Missouri
$48K 879 – –
AIC
200
Archer Investment Corporation
Indiana
$42.4K 784 – –
6 7
8
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