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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

335 hedge funds and large institutions have $1.37B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+33
Holders Change %
+10.93%
% of All Funds
4.46%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
58
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$35.8M
2
LPL Financial
2
LPL Financial
California
$82.1M
3
GM
3
GeoWealth Management
Illinois
$23M
4
LGA
4
Lebenthal Global Advisors
New York
$14.3M
5
ECA
5
Elevation Capital Advisory
Oregon
$10.5M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$3.93M
2
RIA
2
Regal Investment Advisors
Michigan
$871K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$33.1M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$61.6M
5
LWM
5
LJI Wealth Management
Indiana
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
176
Cresset Asset Management
Illinois
$469K +$761 +10 +0.2%
AA
177
Aufman Associates
Pennsylvania
$462K – – –
BCM
178
Brookstone Capital Management
Illinois
$459K +$196K +2,573 +74%
LWMNY
179
Landmark Wealth Management (New York)
New York
$449K -$18.6K -244 -4%
AAS
180
Avantax Advisory Services
Texas
$447K +$12.7K +167 +3%
JHCP
181
Jackson Hole Capital Partners
Oklahoma
$439K – – –
SB
182
Strategic Blueprint
Georgia
$438K +$438K +5,758 New
SFC
183
Strategic Financial Concepts
Texas
$436K +$436K +5,726 New
DFG
184
Delta Financial Group
New Jersey
$434K +$434K +5,710 New
DIM
185
Delta Investment Management
California
$418K – – –
AF
186
Advisornet Financial
Minnesota
$416K – – –
SMC
187
Smith, Moore & Co
Missouri
$414K +$25.3K +332 +7%
ML
188
Mayport LLC
Massachusetts
$413K +$101K +1,331 +32%
Citigroup
189
Citigroup
New York
$410K +$6.92K +91 +2%
JC
190
JB Capital
Connecticut
$409K +$456 +6 +0.1%
COCM
191
Charter Oak Capital Management
New Hampshire
$405K +$456 +6 +0.1%
FFN
192
Focus Financial Network
Minnesota
$400K +$75.2K +988 +23%
AT
193
American Trust
Kentucky
$399K +$399K +5,243 New
CAC
194
Certified Advisory Corp
Florida
$398K -$4.64K -61 -1%
DIA
195
Dana Investment Advisors
Wisconsin
$396K – – –
BJL
196
Brighton Jones LLC
Washington
$389K +$164K +2,153 +73%
GIA
197
Goodwin Investment Advisory
Georgia
$385K +$147K +1,935 +62%
SAM
198
SP Asset Management
California
$379K +$153K +2,006 +67%
Vontobel Holding
199
Vontobel Holding
Switzerland
$378K +$4.56K +60 +1%
SWA
200
SOA Wealth Advisors
New York
$378K +$837 +11 +0.2%
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8
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