We are live on ! Find out more
ONEQ icon

Fidelity Nasdaq Composite Index ETF

336 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 59 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

136% more call options, than puts

Call options by funds: $304K | Put options by funds: $129K

19% more capital invested

Capital invested by funds: $1.15B → $1.37B (+$219M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more funds holding

Funds holding: 302336 (+34)

10% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 96

1.36% more ownership

Funds ownership: 16.84%18.2% (+1.4%)

Holders
336
Holders Change
+34
Holders Change %
+11.26%
% of All Funds
4.43%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
59
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
201
SOA Wealth Advisors
New York
$378K +$823 +11 +0.2%
MA
202
Mutual Advisors
Nebraska
$368K +$25.6K +342 +8%
FWM
203
Focused Wealth Management
New York
$367K -$8.98K -120 -2%
BC
204
Burney Company
Virginia
$367K
EH
205
Equitable Holdings
New York
$364K -$37.3K -498 -9%
Kovitz Investment Group Partners
206
Kovitz Investment Group Partners
Illinois
$364K +$358K +4,779 New
AI
207
Accredited Investors
Minnesota
$361K -$12.3K -165 -3%
SC
208
Savant Capital
Illinois
$356K +$107K +1,429 +44%
KA
209
Kovack Advisors
Florida
$350K -$23.8K -318 -6%
SF
210
Synovus Financial
Georgia
$346K -$282K -3,774 -45%
Corient Private Wealth
211
Corient Private Wealth
Florida
$346K -$42.7K -571 -5%
IWC
212
Integrated Wealth Concepts
Massachusetts
$346K +$93K +1,242 +38%
HA
213
Harfst & Associates
Wyoming
$340K +$1.2K +16 +0.4%
SAW
214
Signal Advisors Wealth
Michigan
$335K +$329K +4,401 New
GIA
215
GHP Investment Advisors
Colorado
$333K
EWM
216
Empirical Wealth Management
Washington
$332K +$674 +9 +0.2%
SFG
217
Seamount Financial Group
Colorado
$327K
AIP
218
Ameritas Investment Partners
Nebraska
$322K -$12.1K -161 -4%
PPP
219
Private Portfolio Partners
New Jersey
$313K +$374 +5 +0.1%
LSPW
220
Lake Street Private Wealth
Illinois
$312K +$674 +9 +0.2%
SAM
221
Silvercrest Asset Management
New York
$308K
PMFA
222
Plante Moran Financial Advisors
Michigan
$307K +$100K +1,341 +50%
GIA
223
Gladstone Institutional Advisory
Florida
$302K +$297K +3,965 New
CIAS
224
Capital Investment Advisory Services
North Carolina
$301K +$296K +3,953 New
D
225
Dentgroup
Louisiana
$300K -$3.44K -46 -1%

ONEQ Hedge Fund Activity: Q4 2024 in Review

336 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q4 2024, worth a combined $1.37B — up 19% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new ONEQ positions and 13 closed out — a net gain of 46 holders — while 106 added to existing stakes and 96 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $26.6M. The largest seller was Atria Wealth Solutions, cutting an estimated $22.8M.

  • 336 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q4 2024, up from 302 in Q3 2024.
  • Funds reported $1.37B of Fidelity Nasdaq Composite Index ETF stock for Q4 2024, up 19% quarter-over-quarter.
  • 59 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q4 2024 and 13 closed out, a net change of +46 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $26.6M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q4 2024 was Atria Wealth Solutions, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2024.