Fidelity Nasdaq Composite Index ETF
ONEQ
218 hedge funds and large institutions have $1.16B 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.
85% more capital invested
Capital invested by funds: $629M → $1.16B (+$532M)
69% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 16
21% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 63
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
2% more funds holding
Funds holding: 214 → 218 (+4)
0.14% more ownership
Funds ownership: 17.05% → 17.19% (+0.14%)
28% less call options, than puts
Call options by funds: $311K | Put options by funds: $432K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$11.3M |
| 2 |
RIG
Ramiah Investment Group
Brookfield,
Wisconsin
|
+$8.31M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$6M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.49M |
| 5 |
OLVIG
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$12.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.29M |
| 3 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$6.56M |
| 4 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$4.76M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.5M |
ONEQ Hedge Fund Activity: Q1 2023 in Review
218 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q1 2023, worth a combined $1.16B — up 85% from $629M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new ONEQ positions and 16 closed out — a net gain of 11 holders — while 76 added to existing stakes and 63 trimmed.
The largest buyer was Creative Planning, adding an estimated $11.3M. The largest seller was Fisher Asset Management, cutting an estimated $12.1M.
- 218 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q1 2023, up from 214 in Q4 2022.
- Funds reported $1.16B of Fidelity Nasdaq Composite Index ETF stock for Q1 2023, up 85% quarter-over-quarter.
- 27 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q1 2023 and 16 closed out, a net change of +11 holders.
- The largest Fidelity Nasdaq Composite Index ETF buyer in Q1 2023 was Creative Planning, an estimated $11.3M added.
- The largest Fidelity Nasdaq Composite Index ETF seller in Q1 2023 was Fisher Asset Management, an estimated $12.1M sold.
Based on aggregated 13F filings for Q1 2023.