Fidelity Nasdaq Composite Index ETF
ONEQ
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.
352% more call options, than puts
Call options by funds: $633K | Put options by funds: $140K
78% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 23
14% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 66
8% more funds holding
Funds holding: 218 → 236 (+18)
0.96% less ownership
Funds ownership: 17.19% → 16.23% (-0.96%)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
30% less capital invested
Capital invested by funds: $1.16B → $808M (-$352M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$9.23M |
| 2 |
EL
EQ LLC
Bellevue,
Washington
|
+$6.52M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$4.9M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.5M |
| 5 |
JP Morgan Chase
New York
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$12.5M |
| 2 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$9.81M |
| 3 |
RIG
Ramiah Investment Group
Brookfield,
Wisconsin
|
-$8.85M |
| 4 |
FWA
FOCUS Wealth Advisors
Houston,
Texas
|
-$7.27M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.42M |
ONEQ Hedge Fund Activity: Q2 2023 in Review
236 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q2 2023, worth a combined $808M — down 30% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new ONEQ positions and 23 closed out — a net gain of 18 holders — while 75 added to existing stakes and 66 trimmed.
The largest buyer was Heck Capital Advisors, opening a new position worth an estimated $9.23M. The largest seller was Creative Planning, cutting an estimated $12.5M.
- 236 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q2 2023, up from 218 in Q1 2023.
- Funds reported $808M of Fidelity Nasdaq Composite Index ETF stock for Q2 2023, down 30% quarter-over-quarter.
- 41 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q2 2023 and 23 closed out, a net change of +18 holders.
- The largest Fidelity Nasdaq Composite Index ETF buyer in Q2 2023 was Heck Capital Advisors, an estimated $9.23M added.
- The largest Fidelity Nasdaq Composite Index ETF seller in Q2 2023 was Creative Planning, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2023.