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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

256 hedge funds and large institutions have $796M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 16 closing their positions.

Holders
256
Holders Change
+20
Holders Change %
+8.47%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
36
Increased
81
Reduced
72
Closed
16
Calls
$198K
Puts
$1.05M
Net Calls
-$854K
Net Calls Change
-$1.35M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$9.44M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.02M
3
ACA
3
Aptus Capital Advisors
Alabama
$6.45M
4
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.45M
5
WCAMG
5
Woodard & Company Asset Management Group
North Carolina
$3.95M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$822K
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$72.3M
4
SFS
4
Sowell Financial Services
Arkansas
$1.33M
5
JWM
5
Jackson Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TSWM
201
Tyler-Stone Wealth Management
Ohio
$81K 1,550 – –
CWM
202
CarsonAllaria Wealth Management
Illinois
$79.5K 1,529 +3 +0.2%
Kayne Anderson Rudnick Investment Management
203
Kayne Anderson Rudnick Investment Management
California
$78.2K 1,502 +502 +50%
CT
204
Colonial Trust
South Carolina
$77.6K 1,493 -200 -12%
GRP
205
Global Retirement Partners
California
$75.3K 1,446 -804 -36%
CHA
206
Carmichael Hill & Associates
Maryland
$72.8K 1,400 – –
SIC
207
SJS Investment Consulting
Ohio
$68.1K 1,310 – –
LFG
208
Larson Financial Group
Missouri
$62K 1,192 – –
SPIA
209
Steward Partners Investment Advisory
New York
$60.3K 1,160 +500 +76%
KA
210
Kozak & Associates
Colorado
$58.6K 1,109 +1,109 New
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$52K 1,000 – –
OIA
212
Optimum Investment Advisors
Illinois
$52K 1,000 – –
CAL
213
Capital Advisors Ltd
Ohio
$50K 960 – –
BFEC
214
Benjamin F. Edwards & Company
Missouri
$46K 879 – –
BWM
215
Baystate Wealth Management
Massachusetts
$45K 865 +615 +246%
NSG
216
Nalls Sherbakoff Group
Tennessee
$41.6K 800 – –
NIC
217
Northwest Investment Counselors
Oregon
$41.6K 800 +800 New
AIC
218
Archer Investment Corporation
Indiana
$40.8K 784 – –
PA
219
Parallel Advisors
California
$40.3K 774 +339 +78%
AWM
220
Abound Wealth Management
Tennessee
$38.2K 735 +330 +81%
TRCT
221
Tower Research Capital (TRC)
New York
$35.4K 681 +681 New
CFGS
222
Concourse Financial Group Securities
Alabama
$34.1K 655 – –
PTC
223
Private Trust Company
Ohio
$31.2K 600 – –
SL
224
Salomon & Ludwin
Virginia
$30.5K 586 +586 New
MRCM
225
M&R Capital Management
New Jersey
$27.3K 525 – –
7 8
9
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