Fidelity Nasdaq Composite Index ETF
ONEQ
135 hedge funds and large institutions have $345M invested in Fidelity Nasdaq Composite Index ETF in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 50 reducing their positions, and 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
20% more capital invested
Capital invested by funds: $289M → $345M (+$56.6M)
9% more funds holding
Funds holding: 124 → 135 (+11)
7.62% more ownership
Funds ownership: 106.26% → 113.88% (+7.6%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
42% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$19M |
| 2 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
+$18.3M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.64M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$5.33M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.3M |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$7.95M |
| 3 |
Jane Street
New York
|
-$6.68M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.94M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.36M |
ONEQ Hedge Fund Activity: Q3 2020 in Review
135 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q3 2020, worth a combined $345M — up 20% from $289M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new ONEQ positions and 13 closed out — a net gain of 12 holders — while 29 added to existing stakes and 50 trimmed.
The largest buyer was FormulaFolio Investments, adding an estimated $19M. The largest seller was Osaic Holdings, cutting an estimated $16.3M.
- 135 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q3 2020, up from 124 in Q2 2020.
- Funds reported $345M of Fidelity Nasdaq Composite Index ETF stock for Q3 2020, up 20% quarter-over-quarter.
- 25 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q3 2020 and 13 closed out, a net change of +12 holders.
- The largest Fidelity Nasdaq Composite Index ETF buyer in Q3 2020 was FormulaFolio Investments, an estimated $19M added.
- The largest Fidelity Nasdaq Composite Index ETF seller in Q3 2020 was Osaic Holdings, an estimated $16.3M sold.
Based on aggregated 13F filings for Q3 2020.