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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

296 hedge funds and large institutions have $1.24B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 29 closing their positions.

Holders
296
Holders Change
+10
Holders Change %
+3.5%
% of All Funds
4.31%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
43
Increased
101
Reduced
77
Closed
29
Calls
$97K
Puts
$35K
Net Calls
+$62K
Net Calls Change
-$203K

Top Buyers

1
GCIM
1
Gunn & Company Investment Management
Florida
$23.5M
2
HCA
2
Heck Capital Advisors
Wisconsin
$13.1M
3
WA
3
Win Advisors
Florida
$12.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.3M
5
ECA
5
Elevation Capital Advisory
Oregon
$10.7M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$65.6M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
Ameriprise
5
Ameriprise
Minnesota
$29.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$89.7M 1,282,903 +47,031 +4%
Fisher Asset Management
2
Fisher Asset Management
Washington
$65.6M 938,624 -103,275 -10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$56.6M 809,071 +65,238 +9%
LPL Financial
4
LPL Financial
California
$53.5M 764,461 +29,103 +4%
Bank of America
5
Bank of America
North Carolina
$39.2M 560,524 +31,779 +6%
HighTower Advisors
6
HighTower Advisors
Illinois
$36.7M 525,529 -13,373 -2%
AIIMS
7
Analyst IMS Investment Management Services
Israel
$35.2M 504,046 -950 -0.2%
Wealthfront Advisers
8
Wealthfront Advisers
California
$32.4M 463,011 +137,703 +42%
NRI
9
NFP Retirement Inc
California
$31.8M 455,314 -1,933 -0.4%
DWA
10
Divergent Wealth Advisors
Utah
$31.6M 452,415 -3,394 -0.7%
Ameriprise
11
Ameriprise
Minnesota
$29.2M 417,260 -42,858 -9%
KAS
12
Kestra Advisory Services
Texas
$28.4M 491,307 +53,964 +12%
LWM
13
LJI Wealth Management
Indiana
$25.7M 367,480 +9,038 +3%
AWS
14
Atria Wealth Solutions
New York
$25.1M 359,343 -745 -0.2%
RIA
15
Regal Investment Advisors
Michigan
$25M 357,693 +2,127 +0.6%
UBS Group
16
UBS Group
Switzerland
$24.2M 346,209 -4,452 -1%
CPSAC
17
Chas P. Smith & Associates (CPS)
Florida
$23.5M 336,278 -3,612 -1%
GCIM
18
Gunn & Company Investment Management
Florida
$23.5M 336,278 +320,370 +2,014%
Morgan Stanley
19
Morgan Stanley
New York
$22.4M 320,316 +26,452 +9%
TAM
20
TCP Asset Management
Ohio
$19M 271,290 +6,366 +2%
AWM
21
AE Wealth Management
Kansas
$18.9M 270,419 +85,105 +46%
Osaic Holdings
22
Osaic Holdings
Arizona
$17.6M 251,677 -32,945 -12%
DK
23
David Kennon
Florida
$17.4M 249,028 +1,710 +0.7%
MWP
24
Madison Wealth Partners
Wisconsin
$16.9M 241,528 +5,561 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$16.3M 233,740 +175,313 +300%
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