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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

268 hedge funds and large institutions have $994M invested in Fidelity Nasdaq Composite Index ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 94 increasing their positions, 69 reducing their positions, and 17 closing their positions.

Holders
268
Holders Change
+12
Holders Change %
+4.69%
% of All Funds
3.93%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
31
Increased
94
Reduced
69
Closed
17
Calls
$812K
Puts
$71K
Net Calls
+$741K
Net Calls Change
+$1.6M

Top Buyers

1
GCIM
1
Gunn & Company Investment Management
Florida
$21M
2
Morgan Stanley
2
Morgan Stanley
New York
$32.2M
3
SPIS
3
Steward Partners Investment Solutions
Oregon
$15.8M
4
Bank of America
4
Bank of America
North Carolina
$42.8M
5
GM
5
GeoWealth Management
Illinois
$8.26M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$939K
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$76.7M
3
WCAMG
3
Woodard & Company Asset Management Group
North Carolina
$235K
4
FTUS
4
Flow Traders U.S.
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$76.7M 1,293,999 -96,884 -7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$64.3M 1,084,884 +62,946 +6%
LPL Financial
3
LPL Financial
California
$44.1M 744,870 -3,518 -0.5%
Bank of America
4
Bank of America
North Carolina
$42.8M 722,782 +156,058 +28%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$41.2M 696,059 +76,995 +12%
HighTower Advisors
6
HighTower Advisors
Illinois
$34M 573,901 -21,206 -4%
Morgan Stanley
7
Morgan Stanley
New York
$32.2M 544,370 +331,230 +155%
AIIMS
8
Analyst IMS Investment Management Services
Israel
$30M 506,501 -10,612 -2%
DWA
9
Divergent Wealth Advisors
Utah
$28.1M 474,700 +960 +0.2%
Ameriprise
10
Ameriprise
Minnesota
$27.8M 468,753 +2,924 +0.6%
AWS
11
Atria Wealth Solutions
New York
$23M 388,901 +16,109 +4%
KAS
12
Kestra Advisory Services
Texas
$22.9M 386,053 +29,323 +8%
LWM
13
LJI Wealth Management
Indiana
$21M 354,978 -1,914 -0.5%
CPSAC
14
Chas P. Smith & Associates (CPS)
Florida
$21M 354,382 -8,508 -2%
GCIM
15
Gunn & Company Investment Management
Florida
$21M 354,382 +337,979 +2,060%
RIA
16
Regal Investment Advisors
Michigan
$20.8M 350,406 -13,912 -4%
UBS Group
17
UBS Group
Switzerland
$20M 338,089 -3,026 -0.9%
Wealthfront Advisers
18
Wealthfront Advisers
California
$18M 303,053 +63,423 +26%
AWM
19
AE Wealth Management
Kansas
$16.4M 268,833 +16,546 +7%
Osaic Holdings
20
Osaic Holdings
Arizona
$16.2M 273,131 -35,051 -11%
SPIS
21
Steward Partners Investment Solutions
Oregon
$15.8M 265,991 +265,991 New
DK
22
David Kennon
Florida
$14.7M 248,963 -22,326 -8%
MWP
23
Madison Wealth Partners
Wisconsin
$14M 237,079 +8,318 +4%
EL
24
EQ LLC
Washington
$12.6M 212,751 +29,298 +16%
TAM
25
TCP Asset Management
Ohio
$11.2M 189,746 +53,827 +40%
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