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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

286 hedge funds and large institutions have $1.06B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 17 closing their positions.

Holders
286
Holders Change
+18
Holders Change %
+6.72%
% of All Funds
4.15%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
93
Reduced
77
Closed
17
Calls
$277K
Puts
$12K
Net Calls
+$265K
Net Calls Change
-$476K

Top Buyers

1
NRI
1
NFP Retirement Inc
California
$29.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$79.6M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$6.83M
4
TAM
4
TCP Asset Management
Ohio
$17.1M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.34M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$1.02M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$67.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.9M
4
Bank of America
4
Bank of America
North Carolina
$34.1M
5
GM
5
GeoWealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KFI
201
Key Financial Inc
Pennsylvania
$240K 3,722 – –
ES
202
Eagle Strategies
New York
$234K 3,638 +3,638 New
TCM
203
Traynor Capital Management
Pennsylvania
$234K 3,635 +3,635 New
AFG
204
Albion Financial Group
Utah
$233K 3,625 -1,675 -32%
BAAM
205
Baker Avenue Asset Management
California
$229K 3,560 – –
DCM
206
DGS Capital Management
New Jersey
$227K 3,525 +3,525 New
HIC
207
Hartline Investment Corp
Illinois
$226K 3,503 +3,503 New
BCA
208
Bay Colony Advisors
Massachusetts
$226K 3,503 +3,503 New
SWM
209
Selective Wealth Management
Virginia
$220K 3,460 +3,460 New
SI
210
Stephens Inc
Arkansas
$215K 3,340 +3,340 New
AI
211
Auour Investments
Massachusetts
$214K 3,330 – –
HCM
212
Hengehold Capital Management
Ohio
$213K 3,301 +3,301 New
IWC
213
Integrated Wealth Concepts
Massachusetts
$211K 3,278 -30,221 -90%
PVI
214
Pine Valley Investments
New Jersey
$210K 3,266 +3,266 New
CW
215
CreativeOne Wealth
Kansas
$203K 3,155 +3,155 New
PTC
216
Private Trust Company
Ohio
$190K 2,950 +2,350 +392%
HNB
217
Huntington National Bank
Ohio
– – – –
CFD
218
Creative Financial Designs
Indiana
$183K 2,847 +5 +0.2%
PMFA
219
Plante Moran Financial Advisors
Michigan
$174K 2,700 – –
FCA
220
FinTrust Capital Advisors
South Carolina
$162K 2,510 – –
US Bancorp
221
US Bancorp
Minnesota
$161K 2,500 – –
GWSA
222
Global Wealth Strategies & Associates
Colorado
$148K 2,300 -270 -11%
SIC
223
Salem Investment Counselors
North Carolina
$148K 2,298 -36 -2%
CA
224
CoreCap Advisors
Michigan
$141K 2,190 +2,190 New
BBHC
225
Brown Brothers Harriman & Co
New York
$135K 2,100 – –
7 8
9
10 11