ONEQ icon

Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

218 hedge funds and large institutions have $1.12B invested in Fidelity Nasdaq Composite Index ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
3.49%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
27
Increased
76
Reduced
63
Closed
16
Calls
$311K
Puts
$432K
Net Calls
-$121K
Net Calls Change
-$4.86M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$12.7M
2
RIG
2
Ramiah Investment Group
Wisconsin
$8.85M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$23.6M
4
AWM
4
AE Wealth Management
Kansas
$12.5M
5
OLVIG
5
Oliver Lagore Vanvalin Investment Group
Michigan
$4.35M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$80.1M
2
Bank of America
2
Bank of America
North Carolina
$26.9M
3
HCM
3
Hollencrest Capital Management
California
$10.8M
4
FC
4
Financial Consulate
Maryland
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Abound Wealth Management
Tennessee
$19.4K – – –
TWM
202
Tradition Wealth Management
Minnesota
$18K +$48 +1 +0.3%
CSWM
203
Cassady Schiller Wealth Management
Ohio
$16.3K – – –
TFM
204
TFC Financial Management
Massachusetts
$13.4K – – –
PP
205
Pacifica Partners
Canada
$12.9K – – –
BWM
206
Baystate Wealth Management
Massachusetts
$12K +$12K +250 New
RWM
207
Ruedi Wealth Management
Illinois
$9.59K – – –
BCMLT
208
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.82K – – –
CWA
209
Core Wealth Advisors
Florida
$8.63K – – –
BAM
210
Belpointe Asset Management
Nevada
$7.19K +$7.19K +150 New
TWC
211
TD Waterhouse Canada
Ontario, Canada
$5.74K – – –
RA
212
Rise Advisors
New York
$4.61K – – –
GFPC
213
Global Financial Private Client
Florida
$4.35K – – –
CCM
214
Chilton Capital Management
Texas
$4.32K +$4.32K +90 New
SIS
215
Sound Income Strategies
Florida
$3.36K – – –
AssetMark Inc
216
AssetMark Inc
California
$2.69K -$21.6K -450 -89%
HCM
217
Horrell Capital Management
Arkansas
$2K – – –
BlackRock
218
BlackRock
New York
$1.3K – – –
S
219
SignatureFD
Georgia
$984 +$47 +1 +5%
FC
220
Financial Consulate
Maryland
– -$4.76M -116,142 Closed
TRCT
221
Tower Research Capital (TRC)
New York
– -$4.5M -109,768 Closed
AWM
222
Activest Wealth Management
Florida
– -$1.04M -25,322 Closed
Two Sigma Investments
223
Two Sigma Investments
New York
– -$848K -20,700 Closed
Two Sigma Advisers
224
Two Sigma Advisers
New York
– -$586K -14,300 Closed
SAM
225
Sequent Asset Management
Texas
– -$444K -10,830 Closed
6 7 8
9
10