We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF
ONEQ

214 hedge funds and large institutions have $629M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,266% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $111K

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

11% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 61

11% more funds holding

Funds holding: 192 → 214 (+22)

7% more capital invested

Capital invested by funds: $590M → $629M (+$38.5M)

0.67% more ownership

Funds ownership: 16.39% → 17.05% (+0.67%)

Holders
214
Holders Change
+22
Holders Change %
+11.46%
% of All Funds
3.44%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
40
Increased
68
Reduced
61
Closed
15
Calls
$4.85M
Puts
$111K
Net Calls
+$4.74M
Net Calls Change
+$4.17M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$11.2M
2
Bank of America
Bank of America
North Carolina
+$10.9M
3
HCM
Hollencrest Capital Management
California
+$10.7M
4
Wells Fargo
Wells Fargo
California
+$5.41M
5
FC
Financial Consulate
Maryland
+$4.96M

Top Sellers

1
FWM
Focused Wealth Management
New York
-$24.8M
2
MIH
Meitav Investment House
Israel
-$13.3M
3
MML Investors Services
MML Investors Services
Massachusetts
-$6.44M
4
HighTower Advisors
HighTower Advisors
Illinois
-$4.5M
5
LPL Financial
LPL Financial
California
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
201
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.54K -$1.11K -26 -12%
CWAF
202
Core Wealth Advisors (Florida)
Florida
$7.38K – – –
AWM
203
Accurate Wealth Management
Florida
$7.15K +$7.26K +170 New
MSCM
204
McElhenny Sheffield Capital Management
Texas
$6.96K +$7.26K +170 New
TWC
205
TD Waterhouse Canada
Ontario, Canada
$4.88K – – –
OLVIG
206
Oliver Lagore Vanvalin Investment Group
Michigan
$4.1K -$8.54K -200 -67%
RA
207
Rise Advisors
New York
$3.93K – – –
GFPC
208
Global Financial Private Client
Florida
$3.73K +$3.88K +91 New
FHA
209
First Horizon Advisors
Tennessee
$2.87K – – –
SIS
210
Sound Income Strategies
Florida
$2.87K – – –
HCM
211
Horrell Capital Management
Arkansas
$2K – – –
BlackRock
212
BlackRock
New York
$1.11K – – –
S
213
SignatureFD
Georgia
$839 – – –
PAG
214
Private Advisor Group
New Jersey
$582 -$427 -10 -0.1%
WIM
215
Westside Investment Management
California
$24 +$8.54K +200 +50%
MIH
216
Meitav Investment House
Israel
– -$13.3M -316,744 Closed
EL
217
EQ LLC
Washington
– -$3.21M -77,584 Closed
Renaissance Technologies
218
Renaissance Technologies
New York
– -$580K -14,000 Closed
AWA
219
Aaron Wealth Advisors
Illinois
– -$518K -12,500 Closed
CW
220
CreativeOne Wealth
Kansas
– -$448K -10,799 Closed
VCA
221
Verdence Capital Advisors
Maryland
– -$430K -10,372 Closed
SOS
222
Silver Oak Securities
Tennessee
– -$524K -10,084 Closed
RSWM
223
Robertson Stephens Wealth Management
California
– -$383K -9,250 Closed
FCM
224
Fortis Capital Management
Washington
– -$368K -8,881 Closed
OPS
225
Orion Portfolio Solutions
Nebraska
– -$221K -5,338 Closed
6 7 8
9
10

ONEQ Hedge Fund Activity: Q4 2022 in Review

214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q4 2022, worth a combined $629M — up 6.5% from $590M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ONEQ positions and 15 closed out — a net gain of 25 holders — while 68 added to existing stakes and 61 trimmed.

The largest buyer was UBS Group, adding an estimated $11.2M. The largest seller was Focused Wealth Management, cutting an estimated $24.8M.

  • 214 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q4 2022, up from 192 in Q3 2022.
  • Funds reported $629M of Fidelity Nasdaq Composite Index ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 40 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q4 2022 and 15 closed out, a net change of +25 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q4 2022 was UBS Group, an estimated $11.2M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q4 2022 was Focused Wealth Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q4 2022.