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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

302 hedge funds and large institutions have $1.15B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 97 reducing their positions, and 26 closing their positions.

Holders
302
Holders Change
+6
Holders Change %
+2.03%
% of All Funds
4.37%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
36
Increased
86
Reduced
97
Closed
26
Calls
$673K
Puts
$193K
Net Calls
+$480K
Net Calls Change
+$418K

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$11.8M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$23.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$65.3M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$39.5M
5
GWP
5
Gateway Wealth Partners
Wisconsin
$3.14M

Top Sellers

1
GCIM
1
Gunn & Company Investment Management
Florida
$1.05M
2
RIA
2
Regal Investment Advisors
Michigan
$7.6M
3
Ameriprise
3
Ameriprise
Minnesota
$14.9M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$1.24M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$80.5M 1,124,821 -158,082 -12%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$65.3M 912,041 +102,970 +13%
Fisher Asset Management
3
Fisher Asset Management
Washington
$62.5M 872,234 -66,390 -7%
LPL Financial
4
LPL Financial
California
$55.2M 771,105 +6,644 +0.9%
Wealthfront Advisers
5
Wealthfront Advisers
California
$39.5M 551,393 +88,382 +19%
Bank of America
6
Bank of America
North Carolina
$39.1M 545,846 -14,678 -3%
AIIMS
7
Analyst IMS Investment Management Services
Israel
$36.1M 504,046 – –
HighTower Advisors
8
HighTower Advisors
Illinois
$35.8M 499,387 -26,142 -5%
NRI
9
NFP Retirement Inc
California
$32.5M 453,817 -1,497 -0.3%
DWA
10
Divergent Wealth Advisors
Utah
$32.3M 450,496 -1,919 -0.4%
KAS
11
Kestra Advisory Services
Texas
$29.7M 414,383 -76,924 -16%
LWM
12
LJI Wealth Management
Indiana
$27M 376,823 +9,343 +3%
AWS
13
Atria Wealth Solutions
New York
$25.5M 356,056 -3,287 -0.9%
Morgan Stanley
14
Morgan Stanley
New York
$24.3M 339,715 +19,399 +6%
UBS Group
15
UBS Group
Switzerland
$24.1M 336,399 -9,810 -3%
Two Sigma Investments
16
Two Sigma Investments
New York
$23.3M 324,900 +134,500 +71%
CPSAC
17
Chas P. Smith & Associates (CPS)
Florida
$22.4M 312,156 -24,122 -7%
TAM
18
TCP Asset Management
Ohio
$20.5M 285,860 +14,570 +5%
DK
19
David Kennon
Florida
$17.9M 250,215 +1,187 +0.5%
Osaic Holdings
20
Osaic Holdings
Arizona
$17.4M 242,226 -9,451 -4%
MWP
21
Madison Wealth Partners
Wisconsin
$16.9M 235,714 -5,814 -2%
AWM
22
AE Wealth Management
Kansas
$15M 209,447 -60,972 -23%
Ameriprise
23
Ameriprise
Minnesota
$14.9M 207,974 -209,286 -50%
HCA
24
Heck Capital Advisors
Wisconsin
$13.6M 189,567 +2,694 +1%
HCM
25
Hollencrest Capital Management
California
$12.9M 180,755 -7,878 -4%
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