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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

296 hedge funds and large institutions have $1.24B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 29 closing their positions.

Holders
296
Holders Change
+10
Holders Change %
+3.5%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
43
Increased
101
Reduced
77
Closed
29
Calls
$97K
Puts
$35K
Net Calls
+$62K
Net Calls Change
-$203K

Top Buyers

1
GCIM
1
Gunn & Company Investment Management
Florida
$23.5M
2
HCA
2
Heck Capital Advisors
Wisconsin
$13.1M
3
WA
3
Win Advisors
Florida
$12.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.3M
5
GM
5
GeoWealth Management
Illinois
$10.5M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$65.6M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
Ameriprise
5
Ameriprise
Minnesota
$29.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SG
201
StoneX Group
New York
$266K 3,807 -2,665 -41%
FIC
202
Family Investment Center
Missouri
$266K 3,806 -8 -0.2%
Kayne Anderson Rudnick Investment Management
203
Kayne Anderson Rudnick Investment Management
California
$265K 3,800 – –
WCAMG
204
Woodard & Company Asset Management Group
North Carolina
$265K 3,783 -106 -3%
KFI
205
Key Financial Inc
Pennsylvania
$260K 3,722 – –
BCM
206
Brookstone Capital Management
Illinois
$253K 3,565 +3,565 New
BAAM
207
Baker Avenue Asset Management
California
$249K 3,560 – –
AFG
208
Albion Financial Group
Utah
$248K 3,543 -82 -2%
MA
209
MONECO Advisors
Connecticut
$243K 3,482 -303 -8%
SWM
210
Selective Wealth Management
Virginia
$238K 3,280 -180 -5%
FCI
211
Financial Counselors Inc
Kansas
$237K 3,382 +3,382 New
AI
212
Auour Investments
Massachusetts
$233K 3,330 – –
HCM
213
Hengehold Capital Management
Ohio
$231K 3,306 +5 +0.2%
AI
214
Atria Investments
North Carolina
$227K 3,240 +3,240 New
PVI
215
Pine Valley Investments
New Jersey
$224K 3,209 -57 -2%
US Bancorp
216
US Bancorp
Minnesota
$222K 3,178 +678 +27%
WEG
217
World Equity Group
Illinois
$222K 3,172 +3,172 New
CW
218
CreativeOne Wealth
Kansas
$219K 3,131 -24 -0.8%
William Blair & Company
219
William Blair & Company
Illinois
$217K 3,099 +3,099 New
BFG
220
Bouchey Financial Group
New York
$215K 3,081 +3,081 New
TMWM
221
Taylor & Morgan Wealth Management
Michigan
$215K 3,071 +3,071 New
SAM
222
SP Asset Management
California
$208K 2,970 +2,970 New
PTC
223
Private Trust Company
Ohio
$206K 2,950 – –
CL
224
Choreo LLC
Illinois
$206K 2,930 +2,930 New
WF
225
Welch & Forbes
Massachusetts
$205K 2,938 +2,938 New
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