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Fidelity Enhanced Large Cap Growth ETF
FELG

Overview Fund Activity

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.

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.25%
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
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$137M
2
AT
2
Arden Trust
Delaware
$11M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$131M
4
SPA
4
Sentinel Pension Advisors
Massachusetts
$5.29M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.24M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$158K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
RFA
3
Rollins Financial Advisors
New York
$2.97M
4
AWM
4
AE Wealth Management
Kansas
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.48M
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
26
Pure Financial Advisors
California
$556K 18,821 +37 +0.2%
TIA
27
Traphagen Investment Advisors
New Jersey
$537K 18,189 +18,189 New
VFA
28
Valeo Financial Advisors
Indiana
$530K 18,652 -892 -5%
CAN
29
Cetera Advisor Networks
California
$527K 17,844 +8,347 +88%
IA
30
IFG Advisory
Georgia
$502K 16,976 – –
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$501K 16,964 -640 -4%
ES
32
Eagle Strategies
New York
$485K 16,412 +16,412 New
GC
33
Gibson Capital
Pennsylvania
$480K 16,230 – –
Truist Financial
34
Truist Financial
North Carolina
$456K 15,424 -89 -0.6%
B
35
Bensler
Washington
$445K 15,073 +1 +0%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$440K 14,887 -6,592 -31%
SPC
37
Sigma Planning Corp
Michigan
$407K 13,764 +13,764 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$377K 12,768 +71 +0.6%
PA
39
Perennial Advisors
New York
$375K 12,675 – –
SCM
40
Sage Capital Management
New Jersey
$361K 12,210 +12,210 New
CA
41
Cetera Advisors
Colorado
$342K 11,580 -1,205 -9%
Creative Planning
42
Creative Planning
Kansas
$334K 11,299 -1,223 -10%
SNB
43
Security National Bank
Nebraska
$330K 11,175 – –
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$312K 10,550 +8 +0.1%
TW
45
TrinityPoint Wealth
Connecticut
$311K 10,525 +720 +7%
BIAS
46
Beacon Investment Advisory Services
New Jersey
$296K 10,021 – –
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$293K 9,910 -1,093 -10%
NWMG
48
National Wealth Management Group
Ohio
$285K 9,642 – –
MFS
49
Madrona Financial Services
Washington
$278K 9,402 +18 +0.2%
VC
50
Vestor Capital
Illinois
$266K 9,015 +18 +0.2%
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