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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

166 hedge funds and large institutions have $561M invested in Fidelity Nasdaq Composite Index ETF in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
166
Holders Change
+30
Holders Change %
+22.06%
% of All Funds
2.95%
Holding in Top 10
10
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+400%
% of All Funds
0.18%
New
41
Increased
47
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIG
1
Freed Investment Group
Massachusetts
$40.6M
2
AWM
2
AE Wealth Management
Kansas
$32.8M
3
SS
3
Simplicity Solutions
Minnesota
$32.1M
4
RIA
4
Regal Investment Advisors
Michigan
$13M
5
FWA
5
FOCUS Wealth Advisors
Texas
$12.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.37M
2
FHC
2
First Heartland Consultants
Missouri
$4.47M
3
SFS
3
Sowell Financial Services
Arkansas
$7.6M
4
IA
4
IFP Advisors
Florida
$462K
5
FPGK
5
Financial Partners Group (Kansas)
Kansas
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$52.7M 105,008 +4,973 +5%
FIG
2
Freed Investment Group
Massachusetts
$40.6M 80,848 +80,848 New
AWM
3
AE Wealth Management
Kansas
$32.8M 65,414 +65,414 New
SS
4
Simplicity Solutions
Minnesota
$32.1M 63,977 +63,977 New
Bank of America
5
Bank of America
North Carolina
$28.7M 57,168 -1,622 -3%
FI
6
FormulaFolio Investments
Michigan
$27.2M 54,137 +3,820 +8%
LPL Financial
7
LPL Financial
California
$22.1M 43,988 +3,224 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$22M 43,824 +2,946 +7%
DWA
9
Divergent Wealth Advisors
Utah
$21.1M 42,071 -981 -2%
CPSAC
10
Chas P. Smith & Associates (CPS)
Florida
$18.3M 36,424 -1,279 -3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$15.9M 31,704 +392 +1%
AIIMS
12
Analyst IMS Investment Management Services
Israel
$14.5M 28,882 +11,171 +63%
Ameriprise
13
Ameriprise
Minnesota
$14.3M 28,612 +6,171 +27%
KAS
14
Kestra Advisory Services
Texas
$14.2M 28,296 +5,477 +24%
RIA
15
Regal Investment Advisors
Michigan
$13M 25,994 +25,994 New
FWA
16
FOCUS Wealth Advisors
Texas
$12.8M 25,545 +25,545 New
SVCP
17
Silicon Valley Capital Partners
California
$8.83M 17,606 +517 +3%
SFS
18
Sowell Financial Services
Arkansas
$7.6M 15,145 -2,922 -16%
BRWM
19
B. Riley Wealth Management
Tennessee
$7.02M 13,984 -265 -2%
Morgan Stanley
20
Morgan Stanley
New York
$6.86M 13,680 +696 +5%
Wells Fargo
21
Wells Fargo
California
$6.78M 13,524 -731 -5%
MWP
22
Madison Wealth Partners
Wisconsin
$6.19M 12,336 +12,336 New
HCM
23
Hollencrest Capital Management
California
$6.06M 12,081 – –
EL
24
EQ LLC
Washington
$5.78M 11,530 +11,530 New
UBS Group
25
UBS Group
Switzerland
$5.33M 10,633 +522 +5%
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