ONEQ icon

Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

286 hedge funds and large institutions have $1.06B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 17 closing their positions.

Holders
286
Holders Change
+18
Holders Change %
+6.72%
% of All Funds
4.15%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
40
Increased
93
Reduced
77
Closed
17
Calls
$277K
Puts
$12K
Net Calls
+$265K
Net Calls Change
-$476K

Top Buyers

1
NRI
1
NFP Retirement Inc
California
$29.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$79.6M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$6.83M
4
TAM
4
TCP Asset Management
Ohio
$17.1M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.34M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$1.02M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$67.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.9M
4
Bank of America
4
Bank of America
North Carolina
$34.1M
5
GM
5
GeoWealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$79.6M 1,235,872 +150,988 +14%
Fisher Asset Management
2
Fisher Asset Management
Washington
$67.1M 1,041,899 -252,100 -19%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$47.9M 743,833 +47,774 +7%
LPL Financial
4
LPL Financial
California
$47.4M 735,358 -9,512 -1%
HighTower Advisors
5
HighTower Advisors
Illinois
$34.7M 538,902 -34,999 -6%
Bank of America
6
Bank of America
North Carolina
$34.1M 528,745 -194,037 -27%
AIIMS
7
Analyst IMS Investment Management Services
Israel
$32.5M 504,996 -1,505 -0.3%
Ameriprise
8
Ameriprise
Minnesota
$29.6M 460,118 -8,635 -2%
NRI
9
NFP Retirement Inc
California
$29.4M 457,247 +457,247 New
DWA
10
Divergent Wealth Advisors
Utah
$29.4M 455,809 -18,891 -4%
KAS
11
Kestra Advisory Services
Texas
$28.2M 437,343 +51,290 +13%
AWS
12
Atria Wealth Solutions
New York
$23.2M 360,088 -28,813 -7%
LWM
13
LJI Wealth Management
Indiana
$23.1M 358,442 +3,464 +1%
RIA
14
Regal Investment Advisors
Michigan
$22.9M 355,566 +5,160 +1%
UBS Group
15
UBS Group
Switzerland
$22.6M 350,661 +12,572 +4%
CPSAC
16
Chas P. Smith & Associates (CPS)
Florida
$21.9M 339,890 -14,492 -4%
Wealthfront Advisers
17
Wealthfront Advisers
California
$20.9M 325,308 +22,255 +7%
Morgan Stanley
18
Morgan Stanley
New York
$18.9M 293,864 -250,506 -46%
SPIS
19
Steward Partners Investment Solutions
Oregon
$18.9M 293,564 +27,573 +10%
Osaic Holdings
20
Osaic Holdings
Arizona
$18.3M 284,622 +11,491 +4%
TAM
21
TCP Asset Management
Ohio
$17.1M 264,924 +75,178 +40%
DK
22
David Kennon
Florida
$15.9M 247,318 -1,645 -0.7%
MWP
23
Madison Wealth Partners
Wisconsin
$15.2M 235,967 -1,112 -0.5%
Two Sigma Investments
24
Two Sigma Investments
New York
$12.5M 193,900 +15,300 +9%
HCM
25
Hollencrest Capital Management
California
$12.1M 188,633 +223 +0.1%
1
2 3 4 5