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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

236 hedge funds and large institutions have $808M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
3.72%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
41
Increased
75
Reduced
66
Closed
23
Calls
$633K
Puts
$140K
Net Calls
+$493K
Net Calls Change
+$614K

Top Buyers

1
HCA
1
Heck Capital Advisors
Wisconsin
$10M
2
EL
2
EQ LLC
Washington
$10.6M
3
SFS
3
Sowell Financial Services
Arkansas
$6.13M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$55.5M
5
KCM
5
KM Capital Management
Texas
$6.67M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$819K
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$13.1M
3
RIG
3
Ramiah Investment Group
Wisconsin
$0
4
FWA
4
FOCUS Wealth Advisors
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PIAS
201
PCA Investment Advisory Services
Ohio
$42.2K 780 +780 New
NSG
202
Nalls Sherbakoff Group
Tennessee
$40.7K 800 – –
SPIA
203
Steward Partners Investment Advisory
New York
$35.7K 660 – –
CFGS
204
Concourse Financial Group Securities
Alabama
$35.4K 655 – –
PTC
205
Private Trust Company
Ohio
$32.4K 600 – –
MRCM
206
M&R Capital Management
New Jersey
$28.4K 525 – –
FHA
207
First Horizon Advisors
Tennessee
$27K 500 +500 New
AA
208
Ancora Advisors
Ohio
$24K 445 +1 +0.2%
PA
209
Parallel Advisors
California
$23.5K 435 – –
AWM
210
Abound Wealth Management
Tennessee
$21.9K 405 – –
SC
211
SouthState Corp
Florida
$21.6K 400 -1,250 -76%
NFSG
212
Newbridge Financial Services Group
Florida
$20.6K 381 +381 New
TWM
213
Tradition Wealth Management
Minnesota
$20K 372 – –
PCM
214
Penserra Capital Management
California
$20K 372 +372 New
AF
215
Allworth Financial
California
$19.3K 357 -3,490 -91%
CSWM
216
Cassady Schiller Wealth Management
Ohio
$18.4K 340 – –
TFM
217
TFC Financial Management
Massachusetts
$15.1K 280 – –
PP
218
Pacifica Partners
Canada
$14.8K 273 – –
BWM
219
Baystate Wealth Management
Massachusetts
$13.6K 250 – –
WIM
220
Westside Investment Management
California
$10.8K 200 -400 -67%
RWM
221
Ruedi Wealth Management
Illinois
$10.8K 200 – –
CG
222
Cutler Group
California
$10K 200 +200 New
BCMLT
223
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.95K 184 – –
CWA
224
Core Wealth Advisors
Florida
$9.74K 180 – –
TWC
225
TD Waterhouse Canada
Ontario, Canada
$6.49K 120 – –
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