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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

236 hedge funds and large institutions have $808M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 66 reducing their positions, and 23 closing their positions.

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
3.72%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
41
Increased
75
Reduced
66
Closed
23
Calls
$633K
Puts
$140K
Net Calls
+$493K
Net Calls Change
+$614K

Top Buyers

1
HCA
1
Heck Capital Advisors
Wisconsin
$10M
2
EL
2
EQ LLC
Washington
$10.6M
3
SFS
3
Sowell Financial Services
Arkansas
$6.13M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$55.5M
5
KCM
5
KM Capital Management
Texas
$6.67M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$819K
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$13.1M
3
RIG
3
Ramiah Investment Group
Wisconsin
$0
4
FWA
4
FOCUS Wealth Advisors
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$84.9M 1,569,151 -101,222 -6%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$55.5M 1,025,582 +90,387 +10%
LPL Financial
3
LPL Financial
California
$41.2M 762,010 -36,877 -5%
HighTower Advisors
4
HighTower Advisors
Illinois
$32.7M 604,251 -15,427 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$29.5M 544,997 +53,500 +11%
Bank of America
6
Bank of America
North Carolina
$27.8M 514,936 -45,870 -8%
AIIMS
7
Analyst IMS Investment Management Services
Israel
$27.7M 519,599 -646 -0.1%
DWA
8
Divergent Wealth Advisors
Utah
$26.7M 494,443 +816 +0.2%
Ameriprise
9
Ameriprise
Minnesota
$26M 481,496 +20,368 +4%
RIA
10
Regal Investment Advisors
Michigan
$21.5M 398,253 -43,528 -10%
CPSAC
11
Chas P. Smith & Associates (CPS)
Florida
$21M 389,052 -24,795 -6%
AWS
12
Atria Wealth Solutions
New York
$19.8M 366,226 +9,092 +3%
LWM
13
LJI Wealth Management
Indiana
$19M 350,516 -95 -0%
KAS
14
Kestra Advisory Services
Texas
$18.8M 347,595 +15,622 +5%
UBS Group
15
UBS Group
Switzerland
$18.7M 345,681 -36,991 -10%
AWM
16
AE Wealth Management
Kansas
$14.8M 273,539 +12,337 +5%
DK
17
David Kennon
Florida
$14.5M 268,186 +4,541 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$13.6M 251,254 -128,921 -34%
MWP
19
Madison Wealth Partners
Wisconsin
$13.3M 246,602 -4,628 -2%
UWPG
20
Ullmann Wealth Partners Group
Florida
$13.1M 242,108 -197,036 -45%
Wealthfront Advisers
21
Wealthfront Advisers
California
$11.6M 213,968 -6,744 -3%
Morgan Stanley
22
Morgan Stanley
New York
$10.8M 200,143 -12,406 -6%
EL
23
EQ LLC
Washington
$10.6M 196,839 +131,000 +199%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$10.5M 193,342 +44,146 +30%
HCA
25
Heck Capital Advisors
Wisconsin
$10M 185,504 +185,504 New
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