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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

198 hedge funds and large institutions have $497M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 31 closing their positions.

Holders
198
Holders Change
-12
Holders Change %
-5.71%
% of All Funds
3.35%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
22
Increased
64
Reduced
53
Closed
31
Calls
$1.67M
Puts
$245K
Net Calls
+$1.42M
Net Calls Change
-$678K

Top Buyers

1
FWM
1
Focused Wealth Management
New York
$18.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.5M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$35.3M
4
Bank of America
4
Bank of America
North Carolina
$28.3M
5
LPL Financial
5
LPL Financial
California
$28.3M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$10.1M
3
EL
3
EQ LLC
Washington
$1.62M
4
SWM
4
Spire Wealth Management
Virginia
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$33.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$35.3M 817,179 +203,174 +33%
HighTower Advisors
2
HighTower Advisors
Illinois
$33.6M 777,785 -107,142 -12%
Bank of America
3
Bank of America
North Carolina
$28.3M 654,967 +163,988 +33%
LPL Financial
4
LPL Financial
California
$28.3M 654,692 +147,380 +29%
AIIMS
5
Analyst IMS Investment Management Services
Israel
$22.7M 525,632 +915 +0.2%
DWA
6
Divergent Wealth Advisors
Utah
$22.1M 512,371 +52,641 +11%
Ameriprise
7
Ameriprise
Minnesota
$20.5M 474,557 +131,866 +38%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$18.5M 428,174 +206,188 +93%
FWM
9
Focused Wealth Management
New York
$18.4M 427,346 +427,346 New
CPSAC
10
Chas P. Smith & Associates (CPS)
Florida
$17.8M 412,762 +56,121 +16%
UWPG
11
Ullmann Wealth Partners Group
Florida
$14.8M 343,856 +142,692 +71%
AWS
12
Atria Wealth Solutions
New York
$14.6M 338,083 +12,712 +4%
KAS
13
Kestra Advisory Services
Texas
$13.9M 322,089 -52,540 -14%
FWA
14
FOCUS Wealth Advisors
Texas
$13.5M 312,071 +10,943 +4%
RIA
15
Regal Investment Advisors
Michigan
$13.3M 307,115 +20,874 +7%
MIH
16
Meitav Investment House
Israel
$13M 304,013 +32,936 +12%
Osaic Holdings
17
Osaic Holdings
Arizona
$10.1M 234,879 -281,828 -55%
MWP
18
Madison Wealth Partners
Wisconsin
$9.51M 220,296 +20,140 +10%
Wealthfront Advisers
19
Wealthfront Advisers
California
$8.78M 203,521 +26,261 +15%
Morgan Stanley
20
Morgan Stanley
New York
$7.53M 174,511 +3,467 +2%
IA
21
IFP Advisors
Florida
$5.95M 20,047 – –
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.7M 132,064 -24,687 -16%
UBS Group
23
UBS Group
Switzerland
$5.26M 121,867 -3,952 -3%
HCM
24
Hollencrest Capital Management
California
$5.21M 120,810 – –
SVCP
25
Silicon Valley Capital Partners
California
$4.7M 108,884 -354 -0.3%
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