We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

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.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $97K | Put options by funds: $35K

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

31% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 77

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

16% more capital invested

Capital invested by funds: $1.06B → $1.24B (+$175M)

3% more funds holding

Funds holding: 286296 (+10)

0.98% more ownership

Funds ownership: 17.51%18.49% (+0.98%)

Holders
296
Holders Change
+10
Holders Change %
+3.5%
% of All Funds
4.27%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SG
201
StoneX Group
New York
$266K -$175K -2,665 -41%
FIC
202
Family Investment Center
Missouri
$266K -$524 -8 -0.2%
Kayne Anderson Rudnick Investment Management
203
Kayne Anderson Rudnick Investment Management
California
$265K
WCAMG
204
Woodard & Company Asset Management Group
North Carolina
$265K -$6.94K -106 -3%
KFI
205
Key Financial Inc
Pennsylvania
$260K
BCM
206
Brookstone Capital Management
Illinois
$253K +$233K +3,565 New
BAAM
207
Baker Avenue Asset Management
California
$249K
AFG
208
Albion Financial Group
Utah
$248K -$5.37K -82 -2%
MA
209
MONECO Advisors
Connecticut
$243K -$19.8K -303 -8%
SWM
210
Selective Wealth Management
Virginia
$238K -$11.8K -180 -5%
FCI
211
Financial Counselors Inc
Kansas
$237K +$221K +3,382 New
AI
212
Auour Investments
Massachusetts
$233K
HCM
213
Hengehold Capital Management
Ohio
$231K +$327 +5 +0.2%
AI
214
Atria Investments
North Carolina
$227K +$212K +3,240 New
PVI
215
Pine Valley Investments
New Jersey
$224K -$3.73K -57 -2%
US Bancorp
216
US Bancorp
Minnesota
$222K +$44.4K +678 +27%
WEG
217
World Equity Group
Illinois
$222K +$208K +3,172 New
CW
218
CreativeOne Wealth
Kansas
$219K -$1.57K -24 -0.8%
William Blair & Company
219
William Blair & Company
Illinois
$217K +$203K +3,099 New
BFG
220
Bouchey Financial Group
New York
$215K +$202K +3,081 New
TMWM
221
Taylor & Morgan Wealth Management
Michigan
$215K +$201K +3,071 New
SAM
222
SP Asset Management
California
$208K +$194K +2,970 New
PTC
223
Private Trust Company
Ohio
$206K
CL
224
Choreo LLC
Illinois
$206K +$192K +2,930 New
WF
225
Welch & Forbes
Massachusetts
$205K +$192K +2,938 New

ONEQ Hedge Fund Activity: Q2 2024 in Review

296 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q2 2024, worth a combined $1.24B — up 16% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ONEQ positions and 29 closed out — a net gain of 14 holders — while 101 added to existing stakes and 77 trimmed.

The largest buyer was Gunn & Company Investment Management, adding an estimated $21M. The largest seller was Fisher Asset Management, cutting an estimated $6.76M.

  • 296 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q2 2024, up from 286 in Q1 2024.
  • Funds reported $1.24B of Fidelity Nasdaq Composite Index ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 43 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q2 2024 and 29 closed out, a net change of +14 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q2 2024 was Gunn & Company Investment Management, an estimated $21M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q2 2024 was Fisher Asset Management, an estimated $6.76M sold.

Based on aggregated 13F filings for Q2 2024.