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Fidelity Enhanced Large Cap Growth ETF

86 hedge funds and large institutions have $367M invested in Fidelity Enhanced Large Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

32% more capital invested

Capital invested by funds: $278M → $367M (+$89.3M)

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

8% more funds holding

Funds holding: 8086 (+6)

2.08% more ownership

Funds ownership: 13.35%15.43% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
29
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
26
Pure Financial Advisors
California
$556K +$1.04K +37 +0.2%
TIA
27
Traphagen Investment Advisors
New Jersey
$537K +$510K +18,189 New
VFA
28
Valeo Financial Advisors
Indiana
$530K -$25K -892 -5%
CAN
29
Cetera Advisor Networks
California
$527K +$234K +8,347 +88%
IA
30
IFG Advisory
Georgia
$502K
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$501K -$18K -640 -4%
ES
32
Eagle Strategies
New York
$485K +$461K +16,412 New
GC
33
Gibson Capital
Pennsylvania
$480K
Truist Financial
34
Truist Financial
North Carolina
$456K -$2.5K -89 -0.6%
B
35
Bensler
Washington
$445K +$28 +1 +0%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$440K -$185K -6,592 -31%
SPC
37
Sigma Planning Corp
Michigan
$407K +$386K +13,764 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$377K +$1.99K +71 +0.6%
PA
39
Perennial Advisors
New York
$375K
SCM
40
Sage Capital Management
New Jersey
$361K +$343K +12,210 New
CA
41
Cetera Advisors
Colorado
$342K -$33.8K -1,205 -9%
Creative Planning
42
Creative Planning
Kansas
$334K -$34.3K -1,223 -10%
SNB
43
Security National Bank
Nebraska
$330K
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$312K +$225 +8 +0.1%
TW
45
TrinityPoint Wealth
Connecticut
$311K +$20.2K +720 +7%
BIAS
46
Beacon Investment Advisory Services
New Jersey
$296K
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$293K -$30.7K -1,093 -10%
NWMG
48
National Wealth Management Group
Ohio
$285K
MFS
49
Madrona Financial Services
Washington
$278K +$505 +18 +0.2%
VC
50
Vestor Capital
Illinois
$266K +$505 +18 +0.2%