Fidelity Nasdaq Composite Index ETF
ONEQ
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.
42% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 19
4% more funds holding
Funds holding: 166 → 172 (+6)
15% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 52
16.18% less ownership
Funds ownership: 154.8% → 138.62% (-16%)
23% less capital invested
Capital invested by funds: $562M → $434M (-$128M)
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$70.4M |
| 2 |
AIIMS
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
+$20.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$14.6M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$9.5M |
| 5 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$7.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$33.6M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$32.1M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$27.2M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$22.3M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$15.9M |
ONEQ Hedge Fund Activity: Q1 2021 in Review
172 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q1 2021, worth a combined $434M — down 23% from $562M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new ONEQ positions and 19 closed out — a net gain of 8 holders — while 44 added to existing stakes and 52 trimmed.
The largest buyer was Sowell Financial Services, adding an estimated $70.4M. The largest seller was AE Wealth Management, cutting an estimated $33.6M.
- 172 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q1 2021, up from 166 in Q4 2020.
- Funds reported $434M of Fidelity Nasdaq Composite Index ETF stock for Q1 2021, down 23% quarter-over-quarter.
- 27 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q1 2021 and 19 closed out, a net change of +8 holders.
- The largest Fidelity Nasdaq Composite Index ETF buyer in Q1 2021 was Sowell Financial Services, an estimated $70.4M added.
- The largest Fidelity Nasdaq Composite Index ETF seller in Q1 2021 was AE Wealth Management, an estimated $33.6M sold.
Based on aggregated 13F filings for Q1 2021.