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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

218 hedge funds and large institutions have $1.12B invested in Fidelity Nasdaq Composite Index ETF in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
3.49%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
27
Increased
76
Reduced
63
Closed
16
Calls
$311K
Puts
$432K
Net Calls
-$121K
Net Calls Change
-$4.86M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$12.7M
2
RIG
2
Ramiah Investment Group
Wisconsin
$8.85M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$23.6M
4
AWM
4
AE Wealth Management
Kansas
$12.5M
5
OLVIG
5
Oliver Lagore Vanvalin Investment Group
Michigan
$4.35M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$80.1M
2
Bank of America
2
Bank of America
North Carolina
$26.9M
3
HCM
3
Hollencrest Capital Management
California
$10.8M
4
FC
4
Financial Consulate
Maryland
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
1
Cerity Partners
New York
$414M 12,270 – –
Fisher Asset Management
2
Fisher Asset Management
Washington
$80.1M 1,670,373 -267,978 -14%
LPL Financial
3
LPL Financial
California
$38.3M 798,887 -65,017 -8%
HighTower Advisors
4
HighTower Advisors
Illinois
$29.7M 619,678 -30,325 -5%
Bank of America
5
Bank of America
North Carolina
$26.9M 560,806 -184,238 -25%
AIIMS
6
Analyst IMS Investment Management Services
Israel
$24.5M 520,245 +33 +0%
DWA
7
Divergent Wealth Advisors
Utah
$23.7M 493,627 +14,100 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$23.6M 491,497 +133,336 +37%
Ameriprise
9
Ameriprise
Minnesota
$22.1M 461,128 -2,612 -0.6%
RIA
10
Regal Investment Advisors
Michigan
$21.2M 441,781 +17,193 +4%
UWPG
11
Ullmann Wealth Partners Group
Florida
$21.1M 439,144 +10,030 +2%
CPSAC
12
Chas P. Smith & Associates (CPS)
Florida
$19.8M 413,847 -1,943 -0.5%
UBS Group
13
UBS Group
Switzerland
$18.3M 382,672 +4,289 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$18.2M 380,175 +65,229 +21%
AWS
15
Atria Wealth Solutions
New York
$17.1M 357,134 -5,781 -2%
LWM
16
LJI Wealth Management
Indiana
$16.8M 350,611 +18,941 +6%
KAS
17
Kestra Advisory Services
Texas
$15.9M 331,973 +43,161 +15%
Wells Fargo
18
Wells Fargo
California
$13.3M 276,920 +73,166 +36%
Creative Planning
19
Creative Planning
Kansas
$12.7M 265,382 +250,620 +1,698%
DK
20
David Kennon
Florida
$12.6M 263,645 -22,002 -8%
AWM
21
AE Wealth Management
Kansas
$12.5M 261,202 +99,796 +62%
MWP
22
Madison Wealth Partners
Wisconsin
$12M 251,230 +13,443 +6%
HCM
23
Hollencrest Capital Management
California
$10.8M 225,894 -145,814 -39%
Wealthfront Advisers
24
Wealthfront Advisers
California
$10.6M 220,712 -20,877 -9%
Morgan Stanley
25
Morgan Stanley
New York
$10.2M 212,549 +23,095 +12%
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