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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

210 hedge funds and large institutions have $626M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 26 closing their positions.

Holders
210
Holders Change
-4
Holders Change %
-1.87%
% of All Funds
3.32%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
26
Increased
65
Reduced
69
Closed
26
Calls
$3.34M
Puts
$1.24M
Net Calls
+$2.1M
Net Calls Change
-$218K

Top Buyers

1
AWS
1
Atria Wealth Solutions
New York
$18.1M
2
MIH
2
Meitav Investment House
Israel
$14.9M
3
GM
3
GeoWealth Management
Illinois
$24.1M
4
KAS
4
Kestra Advisory Services
Texas
$20.8M
5
UWPG
5
Ullmann Wealth Partners Group
Florida
$11.2M

Top Sellers

1
WA
1
Wealthstar Advisors
Texas
$0
2
NEWAS
2
N.E.W. Advisory Services
Wisconsin
$808K
3
OMC
3
Old Mission Capital
Illinois
$0
4
CM
4
Churchill Management
California
$0
5
AIIMS
5
Analyst IMS Investment Management Services
Israel
$29.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$49.2M 884,927 -81,392 -8%
Osaic Holdings
2
Osaic Holdings
Arizona
$41.5M 516,707 +133,793 +35%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$34.1M 614,005 +12,603 +2%
AIIMS
4
Analyst IMS Investment Management Services
Israel
$29.2M 524,717 -90,283 -15%
LPL Financial
5
LPL Financial
California
$28.2M 507,312 +30,128 +6%
Bank of America
6
Bank of America
North Carolina
$27.3M 490,979 +24,546 +5%
DWA
7
Divergent Wealth Advisors
Utah
$25.5M 459,730 +37,392 +9%
GM
8
GeoWealth Management
Illinois
$24.1M 433,160 +252,887 +140%
KAS
9
Kestra Advisory Services
Texas
$20.8M 374,629 +233,107 +165%
CPSAC
10
Chas P. Smith & Associates (CPS)
Florida
$19.8M 356,641 +12,431 +4%
Ameriprise
11
Ameriprise
Minnesota
$19.1M 342,691 +20,534 +6%
AWS
12
Atria Wealth Solutions
New York
$18.1M 325,371 +325,371 New
FWA
13
FOCUS Wealth Advisors
Texas
$16.7M 301,128 +4,898 +2%
RIA
14
Regal Investment Advisors
Michigan
$15.9M 286,241 +11,229 +4%
MIH
15
Meitav Investment House
Israel
$14.9M 271,077 +271,077 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$12.3M 221,986 +111,124 +100%
UWPG
17
Ullmann Wealth Partners Group
Florida
$11.2M 201,164 +201,164 New
MWP
18
Madison Wealth Partners
Wisconsin
$11.1M 200,156 +11,140 +6%
Wealthfront Advisers
19
Wealthfront Advisers
California
$9.85M 177,260 -8,755 -5%
Morgan Stanley
20
Morgan Stanley
New York
$9.5M 171,044 +11,607 +7%
EL
21
EQ LLC
Washington
$9.16M 164,913 -9,164 -5%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$8.71M 156,751 -64,132 -29%
BRWM
23
B. Riley Wealth Management
Tennessee
$7.09M 127,575 -3,826 -3%
UBS Group
24
UBS Group
Switzerland
$6.99M 125,819 +29,042 +30%
HCM
25
Hollencrest Capital Management
California
$6.71M 120,810 – –
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