Fidelity Nasdaq Composite Index ETF
ONEQ
256 hedge funds and large institutions have $796M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 16 closing their positions.
125% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 16
13% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 72
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
8% more funds holding
Funds holding: 236 → 256 (+20)
0.27% more ownership
Funds ownership: 16.23% → 16.51% (+0.27%)
2% less capital invested
Capital invested by funds: $808M → $796M (-$12.2M)
81% less call options, than puts
Call options by funds: $198K | Put options by funds: $1.05M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$9.62M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.78M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$6.72M |
| 4 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$6.72M |
| 5 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
+$4.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$12.3M |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$10M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$9.66M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$4.76M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.66M |
ONEQ Hedge Fund Activity: Q3 2023 in Review
256 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q3 2023, worth a combined $796M — down 1.5% from $808M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new ONEQ positions and 16 closed out — a net gain of 20 holders — while 81 added to existing stakes and 72 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $9.62M. The largest seller was Ullmann Wealth Partners Group, cutting an estimated $12.3M.
- 256 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q3 2023, up from 236 in Q2 2023.
- Funds reported $796M of Fidelity Nasdaq Composite Index ETF stock for Q3 2023, down 1.5% quarter-over-quarter.
- 36 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q3 2023 and 16 closed out, a net change of +20 holders.
- The largest Fidelity Nasdaq Composite Index ETF buyer in Q3 2023 was Thrivent Financial for Lutherans, an estimated $9.62M added.
- The largest Fidelity Nasdaq Composite Index ETF seller in Q3 2023 was Ullmann Wealth Partners Group, an estimated $12.3M sold.
Based on aggregated 13F filings for Q3 2023.