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Fidelity Nasdaq Composite Index ETF
ONEQ

302 hedge funds and large institutions have $1.15B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $673K | Put options by funds: $193K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

2% more funds holding

Funds holding: 296 → 302 (+6)

1.65% less ownership

Funds ownership: 18.49% → 16.84% (-1.6%)

7% less capital invested

Capital invested by funds: $1.24B → $1.15B (-$84.7M)

11% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 97

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

Holders
302
Holders Change
+6
Holders Change %
+2.03%
% of All Funds
4.34%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
36
Increased
86
Reduced
97
Closed
26
Calls
$673K
Puts
$193K
Net Calls
+$480K
Net Calls Change
+$418K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$10.8M
2
Two Sigma Investments
Two Sigma Investments
New York
+$9.34M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.15M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$6.14M
5
IAIM
International Assets Investment Management
Florida
+$4.84M

Top Sellers

1
GCIM
Gunn & Company Investment Management
Florida
-$22.3M
2
RIA
Regal Investment Advisors
Michigan
-$17.5M
3
Ameriprise
Ameriprise
Minnesota
-$14.5M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$13.7M
5
WA
Win Advisors
Florida
-$12.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
176
SOA Wealth Advisors
New York
$355K +$555 +8 +0.2%
FWM
177
Focused Wealth Management
New York
$354K +$343K +4,941 New
KA
178
Kovack Advisors
Florida
$352K -$13.9K -200 -4%
AI
179
Accredited Investors
Minnesota
$352K +$6.59K +95 +2%
Vontobel Holding
180
Vontobel Holding
Switzerland
$352K -$357K -5,137 -51%
BC
181
Burney Company
Virginia
$345K – – –
MA
182
Mutual Advisors
Nebraska
$325K +$311K +4,487 New
HA
183
Harfst & Associates
Wyoming
$319K – – –
AIP
184
Ameritas Investment Partners
Nebraska
$315K -$3.26K -47 -1%
GIA
185
GHP Investment Advisors
Colorado
$313K -$555 -8 -0.2%
EWM
186
Empirical Wealth Management
Washington
$311K +$486 +7 +0.2%
SFG
187
Seamount Financial Group
Colorado
$308K – – –
FFN
188
Focus Financial Network
Minnesota
$305K -$60.3K -869 -17%
FFA
189
Florida Financial Advisors
Florida
$301K +$292K +4,203 New
PPP
190
Private Portfolio Partners
New Jersey
$295K +$286K +4,115 New
ML
191
Mayport LLC
Massachusetts
$294K – – –
LSPW
192
Lake Street Private Wealth
Illinois
$293K +$416 +6 +0.1%
SAM
193
Silvercrest Asset Management
New York
$290K – – –
D
194
Dentgroup
Louisiana
$285K +$277K +3,986 New
VFPW
195
Vantage Financial Partners (Wisconsin)
Wisconsin
$281K +$273K +3,929 New
DC
196
Davenport & Co
Virginia
$277K +$268K +3,867 New
William Blair & Company
197
William Blair & Company
Illinois
$275K +$51.6K +743 +24%
Kayne Anderson Rudnick Investment Management
198
Kayne Anderson Rudnick Investment Management
California
$272K – – –
FIC
199
Family Investment Center
Missouri
$272K -$833 -12 -0.3%
BCA
200
Bay Colony Advisors
Massachusetts
$271K -$4.65K -67 -2%
6 7
8
9 10

ONEQ Hedge Fund Activity: Q3 2024 in Review

302 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q3 2024, worth a combined $1.15B — down 6.8% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ONEQ positions and 26 closed out — a net gain of 10 holders — while 86 added to existing stakes and 97 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $10.8M. The largest seller was Gunn & Company Investment Management, cutting an estimated $22.3M.

  • 302 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q3 2024, up from 296 in Q2 2024.
  • Funds reported $1.15B of Fidelity Nasdaq Composite Index ETF stock for Q3 2024, down 6.8% quarter-over-quarter.
  • 36 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q3 2024 and 26 closed out, a net change of +10 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q3 2024 was Steward Partners Investment Advisory, an estimated $10.8M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q3 2024 was Gunn & Company Investment Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q3 2024.