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Fidelity Enhanced Large Cap Growth ETF
FELG

Overview Fund Activity

80 hedge funds and large institutions have $278M invested in Fidelity Enhanced Large Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
80
Holders Change
+80
Holders Change %
–
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
80
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$111M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$93.8M
3
SIA
3
Spectrum Investment Advisors
Wisconsin
$17.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.57M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.37M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
26
Valeo Financial Advisors
Indiana
$513K 19,544 +19,544 New
PFA
27
Pure Financial Advisors
California
$493K 18,784 +18,784 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$462K 17,604 +17,604 New
IA
29
IFG Advisory
Georgia
$445K 16,976 +16,976 New
GC
30
Gibson Capital
Pennsylvania
$426K 16,230 +16,230 New
HighTower Advisors
31
HighTower Advisors
Illinois
$407K 15,504 +15,504 New
Truist Financial
32
Truist Financial
North Carolina
$407K 15,513 +15,513 New
B
33
Bensler
Washington
$395K 15,072 +15,072 New
CA
34
Cetera Advisors
Colorado
$335K 12,785 +12,785 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$333K 12,697 +12,697 New
PA
36
Perennial Advisors
New York
$332K 12,675 +12,675 New
Creative Planning
37
Creative Planning
Kansas
$328K 12,522 +12,522 New
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$324K 12,346 +12,346 New
SNB
39
Security National Bank
Nebraska
$293K 11,175 +11,175 New
Kovitz Investment Group Partners
40
Kovitz Investment Group Partners
Illinois
$289K 11,003 +11,003 New
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$276K 10,542 +10,542 New
BIAS
42
Beacon Investment Advisory Services
New Jersey
$263K 10,021 +10,021 New
TW
43
TrinityPoint Wealth
Connecticut
$257K 9,805 +9,805 New
NWMG
44
National Wealth Management Group
Ohio
$253K 9,642 +9,642 New
CAN
45
Cetera Advisor Networks
California
$249K 9,497 +9,497 New
MFS
46
Madrona Financial Services
Washington
$246K 9,384 +9,384 New
EWA
47
EverSource Wealth Advisors
Alabama
$240K 9,146 +9,146 New
VC
48
Vestor Capital
Illinois
$236K 8,997 +8,997 New
KCIC
49
Kuhn & Co Investment Counsel
Illinois
$223K 8,510 +8,510 New
CWM
50
Calamos Wealth Management
Illinois
$216K 8,243 +8,243 New
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