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Fidelity Nasdaq Composite Index ETF
ONEQ

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.

New
Increased
Maintained
Reduced
Closed

581% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $245K

21% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 53

0.28% more ownership

Funds ownership: 13.47% → 13.75% (+0.28%)

6% less funds holding

Funds holding: 210 → 198 (-12)

21% less capital invested

Capital invested by funds: $626M → $497M (-$129M)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

29% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 31

Holders
198
Holders Change
-12
Holders Change %
-5.71%
% of All Funds
3.34%
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
Focused Wealth Management
New York
+$20.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.83M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.69M
4
Bank of America
Bank of America
North Carolina
+$7.82M
5
LPL Financial
LPL Financial
California
+$7.03M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$24.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$13.4M
3
EL
EQ LLC
Washington
-$6.07M
4
SWM
Spire Wealth Management
Virginia
-$5.11M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
201
Pinnacle Family Advisors
Missouri
– -$1.57M -28,221 Closed
SOS
202
Silver Oak Securities
Tennessee
– -$1.24M -23,209 Closed
AIP
203
Almanack Investment Partners
Pennsylvania
– -$947K -17,039 Closed
ACA
204
Aptus Capital Advisors
Alabama
– -$846K -15,227 Closed
WCAMG
205
Woodard & Company Asset Management Group
North Carolina
– -$601K -10,823 Closed
CWM
206
Congress Wealth Management
Massachusetts
– -$495K -8,911 Closed
HFM
207
Harvest Fund Management
China
– -$361K -6,511 Closed
LSPW
208
Lake Street Private Wealth
Illinois
– -$334K -6,008 Closed
VWA
209
V Wealth Advisors
Kansas
– -$318K -5,720 Closed
MA
210
Mutual Advisors
Nebraska
– -$278K -5,003 Closed
PPP
211
Private Portfolio Partners
New Jersey
– -$263K -4,741 Closed
CPO
212
Cerity Partners OCIO
New York
– -$256K -4,605 Closed
AWM
213
AE Wealth Management
Kansas
– -$246K -4,434 Closed
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
– -$249K -4,386 Closed
CA
215
Calton & Associates
Florida
– -$232K -4,188 Closed
WAAG
216
Wealth Alliance Advisory Group
Kansas
– -$229K -4,130 Closed
ML
217
Mayport LLC
Massachusetts
– -$228K -4,100 Closed
SAM
218
Silvercrest Asset Management
New York
– -$225K -4,050 Closed
IF
219
Intrua Financial
Texas
– -$213K -3,840 Closed
FFN
220
Focus Financial Network
Minnesota
– -$209K -3,759 Closed
CA
221
Claro Advisors
Massachusetts
– -$207K -3,406 Closed
FFA
222
Freedman Financial Associates
Massachusetts
– -$111K -1,950 Closed
LWMNY
223
Landmark Wealth Management (New York)
New York
– -$1.39K -1,392 Closed
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
– -$64.3K -1,158 Closed
AWM
225
Abound Wealth Management
Tennessee
– -$22.5K -405 Closed
6 7 8
9
10