ONEQ icon

Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

172 hedge funds and large institutions have $434M invested in Fidelity Nasdaq Composite Index ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 19 closing their positions.

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
3.03%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.11%
New
27
Increased
44
Reduced
52
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIIMS
1
Analyst IMS Investment Management Services
Israel
$34.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$14.5M
3
AAS
3
Avantax Advisory Services
Texas
$9.42M
4
HAS
4
HBW Advisory Services
California
$7.71M
5
SFS
5
Sowell Financial Services
Arkansas
$7.99M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$247K
2
SS
2
Simplicity Solutions
Minnesota
$0
3
FI
3
FormulaFolio Investments
Michigan
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$31.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FIG
1
Freed Investment Group
Massachusetts
$39.5M 77,004 -3,844 -5%
AIIMS
2
Analyst IMS Investment Management Services
Israel
$34.8M 67,668 +38,786 +134%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$31.8M 61,894 -43,114 -41%
Bank of America
4
Bank of America
North Carolina
$24.2M 47,120 -10,048 -18%
LPL Financial
5
LPL Financial
California
$23.1M 45,013 +1,025 +2%
DWA
6
Divergent Wealth Advisors
Utah
$22.2M 43,223 +1,152 +3%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$18.3M 35,691 -733 -2%
Ameriprise
8
Ameriprise
Minnesota
$15.3M 29,828 +1,216 +4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$14.5M 28,224 +28,224 New
FWA
10
FOCUS Wealth Advisors
Texas
$13.1M 25,145 -400 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.44M 18,489 -25,335 -58%
AAS
12
Avantax Advisory Services
Texas
$9.42M 18,332 +18,332 New
SFS
13
Sowell Financial Services
Arkansas
$7.99M 151,031 +135,886 +897%
SVCP
14
Silicon Valley Capital Partners
California
$7.74M 15,064 -2,542 -14%
Morgan Stanley
15
Morgan Stanley
New York
$7.72M 15,038 +1,358 +10%
HAS
16
HBW Advisory Services
California
$7.71M 15,018 +15,018 New
KAS
17
Kestra Advisory Services
Texas
$7.39M 14,396 -13,900 -49%
BRWM
18
B. Riley Wealth Management
Tennessee
$6.92M 13,481 -503 -4%
CCP
19
Cardan Capital Partners
Colorado
$6.57M 12,783 +3,373 +36%
HCM
20
Hollencrest Capital Management
California
$6.2M 12,081 – –
Wells Fargo
21
Wells Fargo
California
$5.34M 10,391 -3,133 -23%
FHC
22
First Heartland Consultants
Missouri
$5.25M 10,225 +1,319 +15%
HighTower Advisors
23
HighTower Advisors
Illinois
$4.89M 9,501 -97 -1%
LWA
24
Lineweaver Wealth Advisors
Ohio
$4.75M 9,254 +41 +0.4%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$4.54M 8,835 +2,105 +31%
1
2 3 4 5