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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

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.

Holders
256
Holders Change
+20
Holders Change %
+8.47%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
36
Increased
81
Reduced
72
Closed
16
Calls
$198K
Puts
$1.05M
Net Calls
-$854K
Net Calls Change
-$1.35M

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$9.44M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.02M
3
CFS
3
Commonwealth Financial Services
West Virginia
$7.39M
4
ACA
4
Aptus Capital Advisors
Alabama
$6.45M
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.45M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$822K
2
HCA
2
Heck Capital Advisors
Wisconsin
$0
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$72.3M
4
SFS
4
Sowell Financial Services
Arkansas
$1.33M
5
JWM
5
Jackson Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$72.3M 1,390,883 -178,268 -11%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$53.1M 1,021,938 -3,644 -0.4%
LPL Financial
3
LPL Financial
California
$38.9M 748,388 -13,622 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$32.2M 619,064 +74,067 +14%
HighTower Advisors
5
HighTower Advisors
Illinois
$30.9M 595,107 -9,144 -2%
Bank of America
6
Bank of America
North Carolina
$29.5M 566,724 +51,788 +10%
AIIMS
7
Analyst IMS Investment Management Services
Israel
$26.8M 517,113 -2,486 -0.5%
DWA
8
Divergent Wealth Advisors
Utah
$24.6M 473,740 -20,703 -4%
Ameriprise
9
Ameriprise
Minnesota
$24.2M 465,829 -15,667 -3%
AWS
10
Atria Wealth Solutions
New York
$19.4M 372,792 +6,566 +2%
RIA
11
Regal Investment Advisors
Michigan
$18.9M 364,318 -33,935 -9%
CPSAC
12
Chas P. Smith & Associates (CPS)
Florida
$18.9M 362,890 -26,162 -7%
LWM
13
LJI Wealth Management
Indiana
$18.6M 356,892 +6,376 +2%
KAS
14
Kestra Advisory Services
Texas
$18.5M 356,730 +9,135 +3%
UBS Group
15
UBS Group
Switzerland
$17.7M 341,115 -4,566 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$16M 308,182 +56,928 +23%
DK
17
David Kennon
Florida
$14.1M 271,289 +3,103 +1%
AWM
18
AE Wealth Management
Kansas
$13.1M 252,287 -21,252 -8%
Wealthfront Advisers
19
Wealthfront Advisers
California
$12.5M 239,630 +25,662 +12%
MWP
20
Madison Wealth Partners
Wisconsin
$11.9M 228,761 -17,841 -7%
Morgan Stanley
21
Morgan Stanley
New York
$11.1M 213,140 +12,997 +6%
EL
22
EQ LLC
Washington
$9.54M 183,453 -13,386 -7%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$9.44M 181,858 +177,488 +4,062%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$9.02M 173,459 +143,560 +480%
HCM
25
Hollencrest Capital Management
California
$8.75M 168,216 – –
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