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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

214 hedge funds and large institutions have $629M invested in Fidelity Nasdaq Composite Index ETF in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 15 closing their positions.

Holders
214
Holders Change
+22
Holders Change %
+11.46%
% of All Funds
3.45%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
40
Increased
68
Reduced
61
Closed
15
Calls
$4.85M
Puts
$111K
Net Calls
+$4.74M
Net Calls Change
+$4.17M

Top Buyers

1
LWM
1
LJI Wealth Management
Indiana
$13.6M
2
UBS Group
2
UBS Group
Switzerland
$15.5M
3
Bank of America
3
Bank of America
North Carolina
$30.5M
4
HCM
4
Hollencrest Capital Management
California
$15.2M
5
Wells Fargo
5
Wells Fargo
California
$8.35M

Top Sellers

1
FWM
1
Focused Wealth Management
New York
$59.3K
2
MIH
2
Meitav Investment House
Israel
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.78M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$26.6M
5
LPL Financial
5
LPL Financial
California
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$79.4M 1,938,351 +21,852 +1%
LPL Financial
2
LPL Financial
California
$35.4M 863,904 -82,937 -9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$35.3M 861,056 -37,795 -4%
Bank of America
4
Bank of America
North Carolina
$30.5M 745,044 +255,949 +52%
HighTower Advisors
5
HighTower Advisors
Illinois
$26.6M 650,003 -105,343 -14%
AIIMS
6
Analyst IMS Investment Management Services
Israel
$21.4M 520,212 -5,573 -1%
DWA
7
Divergent Wealth Advisors
Utah
$19.6M 479,527 +7,089 +2%
Ameriprise
8
Ameriprise
Minnesota
$19M 463,740 +70,186 +18%
UWPG
9
Ullmann Wealth Partners Group
Florida
$17.6M 429,114 +21,121 +5%
RIA
10
Regal Investment Advisors
Michigan
$17.4M 424,588 +19,517 +5%
CPSAC
11
Chas P. Smith & Associates (CPS)
Florida
$17M 415,790 +7,678 +2%
UBS Group
12
UBS Group
Switzerland
$15.5M 378,383 +262,789 +227%
HCM
13
Hollencrest Capital Management
California
$15.2M 371,708 +250,898 +208%
AWS
14
Atria Wealth Solutions
New York
$14.9M 362,915 +20,674 +6%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$14.7M 358,161 -22,821 -6%
LWM
16
LJI Wealth Management
Indiana
$13.6M 331,670 +331,670 New
Osaic Holdings
17
Osaic Holdings
Arizona
$12.9M 314,946 +45,180 +17%
KAS
18
Kestra Advisory Services
Texas
$11.8M 288,812 +46,818 +19%
DK
19
David Kennon
Florida
$11.7M 285,647 -1,863 -0.6%
Wealthfront Advisers
20
Wealthfront Advisers
California
$9.9M 241,589 +59,054 +32%
MWP
21
Madison Wealth Partners
Wisconsin
$9.74M 237,787 +5,704 +2%
Wells Fargo
22
Wells Fargo
California
$8.35M 203,754 +126,713 +164%
Morgan Stanley
23
Morgan Stanley
New York
$7.76M 189,454 +18,632 +11%
AWM
24
AE Wealth Management
Kansas
$6.61M 161,406 +18,490 +13%
SVCP
25
Silicon Valley Capital Partners
California
$6.6M 161,170 +55,967 +53%
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