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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

335 hedge funds and large institutions have $1.37B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
+33
Holders Change %
+10.93%
% of All Funds
4.46%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
58
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$35.8M
2
LPL Financial
2
LPL Financial
California
$82.1M
3
GM
3
GeoWealth Management
Illinois
$23M
4
LGA
4
Lebenthal Global Advisors
New York
$14.3M
5
ECA
5
Elevation Capital Advisory
Oregon
$10.5M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$3.93M
2
RIA
2
Regal Investment Advisors
Michigan
$871K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$33.1M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$61.6M
5
LWM
5
LJI Wealth Management
Indiana
$24.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
201
Mutual Advisors
Nebraska
$368K +$26K +342 +8%
FWM
202
Focused Wealth Management
New York
$367K -$9.13K -120 -2%
BC
203
Burney Company
Virginia
$367K – – –
EH
204
Equitable Holdings
New York
$364K -$37.9K -498 -9%
Kovitz Investment Group Partners
205
Kovitz Investment Group Partners
Illinois
$364K +$364K +4,779 New
AI
206
Accredited Investors
Minnesota
$361K -$12.6K -165 -3%
SC
207
Savant Capital
Illinois
$356K +$109K +1,429 +44%
KA
208
Kovack Advisors
Florida
$350K -$24.2K -318 -6%
SF
209
Synovus Financial
Georgia
$346K -$287K -3,774 -45%
Corient Private Wealth
210
Corient Private Wealth
Florida
$346K -$19.8K -571 -5%
IWC
211
Integrated Wealth Concepts
Massachusetts
$346K +$94.5K +1,242 +38%
HA
212
Harfst & Associates
Wyoming
$340K +$1.22K +16 +0.4%
SAW
213
Signal Advisors Wealth
Michigan
$335K +$335K +4,401 New
GIA
214
GHP Investment Advisors
Colorado
$333K – – –
EWM
215
Empirical Wealth Management
Washington
$332K +$685 +9 +0.2%
SFG
216
Seamount Financial Group
Colorado
$327K – – –
AIP
217
Ameritas Investment Partners
Nebraska
$322K -$12.2K -161 -4%
PPP
218
Private Portfolio Partners
New Jersey
$313K +$380 +5 +0.1%
LSPW
219
Lake Street Private Wealth
Illinois
$312K +$685 +9 +0.2%
SAM
220
Silvercrest Asset Management
New York
$308K – – –
PMFA
221
Plante Moran Financial Advisors
Michigan
$307K +$102K +1,341 +50%
GIA
222
Gladstone Institutional Advisory
Florida
$302K +$302K +3,965 New
CIAS
223
Capital Investment Advisory Services
North Carolina
$301K +$301K +3,953 New
D
224
Dentgroup
Louisiana
$300K -$3.5K -46 -1%
FWM
225
Foguth Wealth Management
Michigan
$298K +$298K +3,797 New
7 8
9
10 11