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Fidelity Nasdaq Composite Index ETF
ONEQ

302 hedge funds and large institutions have $1.15B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $673K | Put options by funds: $193K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

2% more funds holding

Funds holding: 296 → 302 (+6)

1.65% less ownership

Funds ownership: 18.49% → 16.84% (-1.6%)

7% less capital invested

Capital invested by funds: $1.24B → $1.15B (-$84.7M)

11% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 97

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

Holders
302
Holders Change
+6
Holders Change %
+2.03%
% of All Funds
4.34%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
36
Increased
86
Reduced
97
Closed
26
Calls
$673K
Puts
$193K
Net Calls
+$480K
Net Calls Change
+$418K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$10.8M
2
Two Sigma Investments
Two Sigma Investments
New York
+$9.34M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.15M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$6.14M
5
IAIM
International Assets Investment Management
Florida
+$4.84M

Top Sellers

1
GCIM
Gunn & Company Investment Management
Florida
-$22.3M
2
RIA
Regal Investment Advisors
Michigan
-$17.5M
3
Ameriprise
Ameriprise
Minnesota
-$14.5M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$13.7M
5
WA
Win Advisors
Florida
-$12.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
201
Baker Avenue Asset Management
California
$270K +$15.1K +217 +6%
KFI
202
Key Financial Inc
Pennsylvania
$266K – – –
FFA
203
Farther Finance Advisors
California
$264K +$243K +3,495 +1,774%
LGA
204
Lebenthal Global Advisors
New York
$262K +$254K +3,666 New
HNB
205
Huntington National Bank
Ohio
$257K – – –
PI
206
PFG Investments
New York
$254K -$27.1K -390 -10%
AFG
207
Albion Financial Group
Utah
$252K -$1.74K -25 -0.7%
CW
208
CreativeOne Wealth
Kansas
$250K +$24.9K +359 +11%
BCM
209
Brookstone Capital Management
Illinois
$248K -$6.8K -98 -3%
AI
210
Auour Investments
Massachusetts
$246K – – –
LWL
211
Leo Wealth LLC
Texas
$243K +$235K +3,387 New
FCI
212
Financial Counselors Inc
Kansas
$242K – – –
HCM
213
Hengehold Capital Management
Ohio
$237K +$416 +6 +0.2%
IWC
214
Integrated Wealth Concepts
Massachusetts
$237K +$229K +3,305 New
WCAMG
215
Woodard & Company Asset Management Group
North Carolina
$236K -$33.6K -484 -13%
SWM
216
Selective Wealth Management
Virginia
$235K +$69 +1 +0%
SC
217
Savant Capital
Illinois
$233K +$226K +3,255 New
PVI
218
Pine Valley Investments
New Jersey
$230K +$278 +4 +0.1%
GIA
219
Goodwin Investment Advisory
Georgia
$224K +$217K +3,123 New
US Bancorp
220
US Bancorp
Minnesota
$222K -$5.41K -78 -2%
TSWM
221
Tyler-Stone Wealth Management
Ohio
$222K +$108K +1,550 +100%
BFG
222
Bouchey Financial Group
New York
$221K – – –
TMWM
223
Taylor & Morgan Wealth Management
Michigan
$220K – – –
SAM
224
SP Asset Management
California
$213K +$347 +5 +0.2%
BJL
225
Brighton Jones LLC
Washington
$212K -$175K -2,515 -46%
7 8
9
10 11

ONEQ Hedge Fund Activity: Q3 2024 in Review

302 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q3 2024, worth a combined $1.15B — down 6.8% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ONEQ positions and 26 closed out — a net gain of 10 holders — while 86 added to existing stakes and 97 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $10.8M. The largest seller was Gunn & Company Investment Management, cutting an estimated $22.3M.

  • 302 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q3 2024, up from 296 in Q2 2024.
  • Funds reported $1.15B of Fidelity Nasdaq Composite Index ETF stock for Q3 2024, down 6.8% quarter-over-quarter.
  • 36 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q3 2024 and 26 closed out, a net change of +10 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q3 2024 was Steward Partners Investment Advisory, an estimated $10.8M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q3 2024 was Gunn & Company Investment Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q3 2024.