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Fidelity Enhanced Large Cap Growth ETF
FELG

94 hedge funds and large institutions have $477M invested in Fidelity Enhanced Large Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

111% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 18

30% more capital invested

Capital invested by funds: $367M → $477M (+$109M)

9% more funds holding

Funds holding: 86 → 94 (+8)

2.37% more ownership

Funds ownership: 15.43% → 17.8% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
1.36%
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
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$9.78M
3
JP Morgan Chase
JP Morgan Chase
New York
+$6.04M
4
Truist Financial
Truist Financial
North Carolina
+$5.74M
5
LPL Financial
LPL Financial
California
+$4.08M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$1.8M
2
MML Investors Services
MML Investors Services
Massachusetts
-$899K
3
SIA
Spectrum Investment Advisors
Wisconsin
-$641K
4
ES
Eagle Strategies
New York
-$485K
5
RFA
Rollins Financial Advisors
New York
-$383K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPGK
26
Financial Partners Group (Kansas)
Kansas
$941K +$878K +29,166 New
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$925K -$88.7K -2,948 -9%
KFI
28
Key Financial Inc
Pennsylvania
$843K – – –
SWM
29
Silverlake Wealth Management
Vermont
$831K +$776K +25,772 New
Jane Street
30
Jane Street
New York
$742K +$693K +23,015 New
Creative Planning
31
Creative Planning
Kansas
$706K +$319K +10,601 +94%
Morgan Stanley
32
Morgan Stanley
New York
$682K -$39.5K -1,311 -6%
CAM
33
Creekmur Asset Management
Illinois
$679K +$361 +12 +0.1%
PFA
34
Pure Financial Advisors
California
$608K +$813 +27 +0.1%
VFA
35
Valeo Financial Advisors
Indiana
$603K +$813 +27 +0.1%
TIA
36
Traphagen Investment Advisors
New Jersey
$588K +$782 +26 +0.1%
IA
37
IFG Advisory
Georgia
$548K – – –
HighTower Advisors
38
HighTower Advisors
Illinois
$533K -$79.2K -2,633 -14%
GC
39
Gibson Capital
Pennsylvania
$524K – – –
JWCA
40
J.W. Cole Advisors
Florida
$491K +$458K +15,207 New
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$480K – – –
B
42
Bensler
Washington
$440K -$43.6K -1,448 -10%
SPC
43
Sigma Planning Corp
Michigan
$430K -$13.4K -445 -3%
HI
44
Harbour Investments
Wisconsin
$416K +$225K +7,467 +138%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$410K -$2.14K -71 -0.6%
PA
46
Perennial Advisors
New York
$409K – – –
SCM
47
Sage Capital Management
New Jersey
$394K +$391 +13 +0.1%
KCIC
48
Kuhn & Co Investment Counsel
Illinois
$382K +$88.8K +2,952 +33%
Marshall Wace
49
Marshall Wace
United Kingdom
$372K +$347K +11,546 New
SNB
50
Security National Bank
Nebraska
$361K – – –
1
2
3 4 5

FELG Hedge Fund Activity: Q2 2024 in Review

94 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Growth ETF (FELG) for Q2 2024, worth a combined $477M — up 30% from $367M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FELG positions and 9 closed out — a net gain of 10 holders — while 38 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $15.1M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $1.8M sold.

  • 94 institutional investors held Fidelity Enhanced Large Cap Growth ETF (FELG) as of Q2 2024, up from 86 in Q1 2024.
  • Funds reported $477M of Fidelity Enhanced Large Cap Growth ETF stock for Q2 2024, up 30% quarter-over-quarter.
  • 19 funds opened new Fidelity Enhanced Large Cap Growth ETF positions in Q2 2024 and 9 closed out, a net change of +10 holders.
  • The largest Fidelity Enhanced Large Cap Growth ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $15.1M added.
  • The largest Fidelity Enhanced Large Cap Growth ETF seller in Q2 2024 was Lincoln National Corp, an estimated $1.8M sold.

Based on aggregated 13F filings for Q2 2024.