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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

256 hedge funds and large institutions have $796M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 16 closing their positions.

Holders
256
Holders Change
+20
Holders Change %
+8.47%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
36
Increased
81
Reduced
72
Closed
16
Calls
$198K
Puts
$1.05M
Net Calls
-$854K
Net Calls Change
-$1.35M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$9.44M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.02M
3
CFS
3
Commonwealth Financial Services
West Virginia
$7.39M
4
ACA
4
Aptus Capital Advisors
Alabama
$6.45M
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.45M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$822K
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$72.3M
4
SFS
4
Sowell Financial Services
Arkansas
$1.33M
5
JWM
5
Jackson Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
176
Empirical Wealth Management
Washington
$225K 4,319 +8 +0.2%
GWP
177
Gateway Wealth Partners
Wisconsin
$224K 4,307 +604 +16%
SPWG
178
Syntegra Private Wealth Group
Missouri
$215K 4,141 – –
VWA
179
V Wealth Advisors
Kansas
$214K 4,120 -2,003 -33%
ML
180
Mayport LLC
Massachusetts
$213K 4,100 – –
SS
181
Simplicity Solutions
Minnesota
$213K 4,095 +4,095 New
LSPW
182
Lake Street Private Wealth
Illinois
$211K 4,062 +8 +0.2%
SAM
183
Silvercrest Asset Management
New York
$211K 4,050 – –
SF
184
Synovus Financial
Georgia
$208K 4,000 – –
BAAM
185
Baker Avenue Asset Management
California
$198K 3,803 +243 +7%
AFG
186
Albion Financial Group
Utah
$195K 3,760 – –
KFI
187
Key Financial Inc
Pennsylvania
$194K 3,722 – –
CFD
188
Creative Financial Designs
Indiana
$160K 3,080 +378 +14%
FWM
189
Focused Wealth Management
New York
$151K 2,910 -94 -3%
PMFA
190
Plante Moran Financial Advisors
Michigan
$140K 2,700 +2,700 New
FCA
191
FinTrust Capital Advisors
South Carolina
$130K 2,510 – –
BBHC
192
Brown Brothers Harriman & Co
New York
$109K 2,100 -10,000 -83%
TCM
193
Tradewinds Capital Management
Washington
$102K 1,961 – –
Barclays
194
Barclays
United Kingdom
$99K 1,900 – –
SIC
195
Salem Investment Counselors
North Carolina
$97.2K 1,870 -30 -2%
GWSG
196
GPS Wealth Strategies Group
Colorado
$93.6K 1,800 +3 +0.2%
WIM
197
Westside Investment Management
California
$93.6K 1,800 +1,600 +800%
MA
198
MCF Advisors
Kentucky
$93.6K 1,800 +1,800 New
HNB
199
Huntington National Bank
Ohio
– – – –
Qube Research & Technologies (QRT)
200
Qube Research & Technologies (QRT)
United Kingdom
$85.5K 1,645 +1,645 New
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