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Fidelity Nasdaq Composite Index ETF
ONEQ

Overview Fund Activity

335 hedge funds and large institutions have $1.37B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 13 closing their positions.

Holders
335
Holders Change
+33
Holders Change %
+10.93%
% of All Funds
4.46%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
58
Increased
106
Reduced
96
Closed
13
Calls
$304K
Puts
$129K
Net Calls
+$175K
Net Calls Change
-$305K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$35.8M
2
PWP
2
Prasad Wealth Partners
Ohio
$27M
3
LPL Financial
3
LPL Financial
California
$82.1M
4
GM
4
GeoWealth Management
Illinois
$23M
5
LGA
5
Lebenthal Global Advisors
New York
$14.3M

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$3.93M
2
RIA
2
Regal Investment Advisors
Michigan
$871K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$33.1M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$61.6M
5
LWM
5
LJI Wealth Management
Indiana
$24.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$95.2M 1,251,973 +127,152 +11%
LPL Financial
2
LPL Financial
California
$82.1M 1,079,347 +308,242 +40%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$69.7M 916,848 +4,807 +0.5%
Fisher Asset Management
4
Fisher Asset Management
Washington
$61.6M 809,409 -62,825 -7%
Wealthfront Advisers
5
Wealthfront Advisers
California
$48.1M 632,120 +80,727 +15%
Bank of America
6
Bank of America
North Carolina
$44.1M 580,170 +34,324 +6%
AIIMS
7
Analyst IMS Investment Management Services
Israel
$38.3M 503,611 -435 -0.1%
KAS
8
Kestra Advisory Services
Texas
$37.3M 490,594 +76,211 +18%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$35.8M 470,444 +355,951 +311%
Two Sigma Investments
10
Two Sigma Investments
New York
$34.8M 457,000 +132,100 +41%
NRI
11
NFP Retirement Inc
California
$34.4M 452,736 -1,081 -0.2%
HighTower Advisors
12
HighTower Advisors
Illinois
$33.1M 435,231 -64,156 -13%
Morgan Stanley
13
Morgan Stanley
New York
$28M 367,629 +27,914 +8%
PWP
14
Prasad Wealth Partners
Ohio
$27M 355,038 +355,038 New
UBS Group
15
UBS Group
Switzerland
$24.8M 325,923 -10,476 -3%
LWM
16
LJI Wealth Management
Indiana
$24.2M 318,797 -58,026 -15%
GM
17
GeoWealth Management
Illinois
$23M 302,363 +301,472 +33,835%
TAM
18
TCP Asset Management
Ohio
$22.2M 291,545 +5,685 +2%
CPSAC
19
Chas P. Smith & Associates (CPS)
Florida
$21.7M 285,039 -27,117 -9%
Osaic Holdings
20
Osaic Holdings
Arizona
$19.4M 255,361 +13,135 +5%
DK
21
David Kennon
Florida
$18.9M 248,699 -1,516 -0.6%
MWP
22
Madison Wealth Partners
Wisconsin
$18.4M 242,137 +6,423 +3%
SPIA
23
Steward Partners Investment Advisory
New York
$18.2M 238,758 +74,093 +45%
Ameriprise
24
Ameriprise
Minnesota
$15.8M 207,444 -530 -0.3%
AWM
25
AE Wealth Management
Kansas
$15.2M 200,087 -9,360 -4%
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