Fidelity Nasdaq Composite Index ETF
ONEQ
84 hedge funds and large institutions have $148M invested in Fidelity Nasdaq Composite Index ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
12% more funds holding
Funds holding: 75 → 84 (+9)
11% more capital invested
Capital invested by funds: $133M → $148M (+$14.4M)
4% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 26
4.98% less ownership
Funds ownership: 93.71% → 88.73% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$19.5M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$2.53M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.41M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.44M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.61M |
| 2 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$1.99M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.87M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.67M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.51M |
ONEQ Hedge Fund Activity: Q1 2018 in Review
84 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q1 2018, worth a combined $148M — up 11% from $133M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ONEQ positions and 7 closed out — a net gain of 9 holders — while 25 added to existing stakes and 26 trimmed.
The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $19.5M. The largest seller was Bank of America, cutting an estimated $7.61M.
- 84 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q1 2018, up from 75 in Q4 2017.
- Funds reported $148M of Fidelity Nasdaq Composite Index ETF stock for Q1 2018, up 11% quarter-over-quarter.
- 16 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q1 2018 and 7 closed out, a net change of +9 holders.
- The largest Fidelity Nasdaq Composite Index ETF buyer in Q1 2018 was Cardan Capital Partners, an estimated $19.5M added.
- The largest Fidelity Nasdaq Composite Index ETF seller in Q1 2018 was Bank of America, an estimated $7.61M sold.
Based on aggregated 13F filings for Q1 2018.