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Fidelity Enhanced Large Cap Core ETF

78 hedge funds and large institutions have $445M invested in Fidelity Enhanced Large Cap Core ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 11 closing their positions.

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
38
Reduced
12
Closed
11
Calls
$712K
Puts
$30K
Net Calls
+$682K
Net Calls Change
-$30K
Name Market Value Shares Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$382M 12,944,457 +7,122,581 +122%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.4M 590,225 +375,082 +174%
AWM
3
Able Wealth Management
New Jersey
$4.64M 157,156 -1,980 -1%
LPL Financial
4
LPL Financial
California
$3.84M 130,312 -12,292 -9%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.4M 81,475 +629 +0.8%
AWM
6
AAF Wealth Management
Massachusetts
$2.3M 77,988 -211 -0.3%
RFA
7
Rollins Financial Advisors
New York
$2.24M 76,037 -13,730 -15%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.21M 74,765 -833,257 -92%
BSW
9
Buckingham Strategic Wealth
Missouri
$2M 67,682
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.89M 64,007 +35,058 +121%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.8M 61,138 +28,880 +90%
LNC
12
Lincoln National Corp
Pennsylvania
$1.7M 57,605 +17,045 +42%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.7M 57,539 +10,247 +22%
Citadel Advisors
14
Citadel Advisors
Florida
$1.56M 52,842 +52,842 New
EWA
15
EP Wealth Advisors
California
$1.03M 34,961 +4,474 +15%
MG
16
Mather Group
Illinois
$978K 36,785
CAC
17
Certified Advisory Corp
Florida
$977K 33,102 +14 +0%
BFM
18
Broadview Financial Management
Wisconsin
$956K 32,422 +2,053 +7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$850K 28,829 +28,829 New
NEPWA
20
New England Private Wealth Advisors
Massachusetts
$831K 28,200 +12,201 +76%
PA
21
Parallel Advisors
California
$648K 21,955 +76 +0.3%
KAS
22
Kestra Advisory Services
Texas
$637K 21,586 +6,838 +46%
Mariner
23
Mariner
Kansas
$503K 17,040 +2,330 +16%
Morgan Stanley
24
Morgan Stanley
New York
$501K 16,979 -26,941 -61%
AFG
25
ABLE Financial Group
Arizona
$501K 16,975