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Fidelity Nasdaq Composite Index ETF
ONEQ

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.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $97K | Put options by funds: $35K

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

31% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 77

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

16% more capital invested

Capital invested by funds: $1.06B → $1.24B (+$175M)

3% more funds holding

Funds holding: 286 → 296 (+10)

0.98% more ownership

Funds ownership: 17.51% → 18.49% (+0.98%)

Holders
296
Holders Change
+10
Holders Change %
+3.5%
% of All Funds
4.27%
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
Gunn & Company Investment Management
Florida
+$21M
2
HCA
Heck Capital Advisors
Wisconsin
+$12.2M
3
WA
Win Advisors
Florida
+$11.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.5M
5
GM
GeoWealth Management
Illinois
+$9.86M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$6.76M
2
SFS
Sowell Financial Services
Arkansas
-$6.22M
3
LNC
Lincoln National Corp
Pennsylvania
-$5.21M
4
Truist Financial
Truist Financial
North Carolina
-$3.41M
5
Ameriprise
Ameriprise
Minnesota
-$2.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$89.7M +$3.08M +47,031 +4%
Fisher Asset Management
2
Fisher Asset Management
Washington
$65.6M -$6.76M -103,275 -10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$56.6M +$4.27M +65,238 +9%
LPL Financial
4
LPL Financial
California
$53.5M +$1.91M +29,103 +4%
Bank of America
5
Bank of America
North Carolina
$39.2M +$2.08M +31,779 +6%
HighTower Advisors
6
HighTower Advisors
Illinois
$36.7M -$876K -13,373 -2%
AIIMS
7
Analyst IMS Investment Management Services
Israel
$35.2M -$62.2K -950 -0.2%
Wealthfront Advisers
8
Wealthfront Advisers
California
$32.4M +$9.02M +137,703 +42%
NRI
9
NFP Retirement Inc
California
$31.8M -$127K -1,933 -0.4%
DWA
10
Divergent Wealth Advisors
Utah
$31.6M -$222K -3,394 -0.7%
Ameriprise
11
Ameriprise
Minnesota
$29.2M -$2.81M -42,858 -9%
KAS
12
Kestra Advisory Services
Texas
$28.4M +$3.53M +53,964 +12%
LWM
13
LJI Wealth Management
Indiana
$25.7M +$592K +9,038 +3%
AWS
14
Atria Wealth Solutions
New York
$25.1M -$48.8K -745 -0.2%
RIA
15
Regal Investment Advisors
Michigan
$25M +$139K +2,127 +0.6%
UBS Group
16
UBS Group
Switzerland
$24.2M -$292K -4,452 -1%
CPSAC
17
Chas P. Smith & Associates (CPS)
Florida
$23.5M -$237K -3,612 -1%
GCIM
18
Gunn & Company Investment Management
Florida
$23.5M +$21M +320,370 +2,014%
Morgan Stanley
19
Morgan Stanley
New York
$22.4M +$1.73M +26,452 +9%
TAM
20
TCP Asset Management
Ohio
$19M +$417K +6,366 +2%
AWM
21
AE Wealth Management
Kansas
$18.9M +$5.57M +85,105 +46%
Osaic Holdings
22
Osaic Holdings
Arizona
$17.6M -$2.16M -32,945 -12%
DK
23
David Kennon
Florida
$17.4M +$112K +1,710 +0.7%
MWP
24
Madison Wealth Partners
Wisconsin
$16.9M +$364K +5,561 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$16.3M +$11.5M +175,313 +300%
1
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ONEQ Hedge Fund Activity: Q2 2024 in Review

296 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q2 2024, worth a combined $1.24B — up 16% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ONEQ positions and 29 closed out — a net gain of 14 holders — while 101 added to existing stakes and 77 trimmed.

The largest buyer was Gunn & Company Investment Management, adding an estimated $21M. The largest seller was Fisher Asset Management, cutting an estimated $6.76M.

  • 296 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q2 2024, up from 286 in Q1 2024.
  • Funds reported $1.24B of Fidelity Nasdaq Composite Index ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 43 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q2 2024 and 29 closed out, a net change of +14 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q2 2024 was Gunn & Company Investment Management, an estimated $21M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q2 2024 was Fisher Asset Management, an estimated $6.76M sold.

Based on aggregated 13F filings for Q2 2024.