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Fidelity Enhanced Large Cap Growth ETF

104 hedge funds and large institutions have $549M invested in Fidelity Enhanced Large Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 14

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

15% more capital invested

Capital invested by funds: $477M → $549M (+$72.5M)

11% more funds holding

Funds holding: 94104 (+10)

1.55% more ownership

Funds ownership: 17.8%19.35% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
51
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.77M -$65.9K -2,060 -4%
VCA
27
Verdence Capital Advisors
Maryland
$1.64M +$416 +13 +0%
AAS
28
Avantax Advisory Services
Texas
$1.27M +$1.22M +38,190 New
PCP
29
Proficio Capital Partners
Massachusetts
$1.1M +$1.06M +33,100 New
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$944K +$7.2K +225 +0.8%
Mariner
31
Mariner
Kansas
$939K -$39.6K -1,239 -4%
KFI
32
Key Financial Inc
Pennsylvania
$867K
SWM
33
Silverlake Wealth Management
Vermont
$848K -$6.43K -201 -0.8%
Creative Planning
34
Creative Planning
Kansas
$738K +$10.5K +328 +1%
PFA
35
Pure Financial Advisors
California
$705K +$76.7K +2,398 +13%
CAM
36
Creekmur Asset Management
Illinois
$698K +$288 +9 +0%
Marshall Wace
37
Marshall Wace
United Kingdom
$689K +$295K +9,227 +80%
Morgan Stanley
38
Morgan Stanley
New York
$663K -$36.7K -1,146 -5%
JWCA
39
J.W. Cole Advisors
Florida
$653K +$143K +4,469 +29%
VFA
40
Valeo Financial Advisors
Indiana
$620K +$672 +21 +0.1%
TIA
41
Traphagen Investment Advisors
New Jersey
$605K +$672 +21 +0.1%
IA
42
IFG Advisory
Georgia
$598K +$33.6K +1,050 +6%
HI
43
Harbour Investments
Wisconsin
$572K +$140K +4,369 +34%
HighTower Advisors
44
HighTower Advisors
Illinois
$569K +$21.7K +679 +4%
GC
45
Gibson Capital
Pennsylvania
$539K
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$499K +$4.42K +138 +0.9%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$472K +$455K +14,229 New
PAG
48
Private Advisor Group
New Jersey
$470K +$178K +5,569 +65%
SPC
49
Sigma Planning Corp
Michigan
$463K +$20.7K +647 +5%
KCIC
50
Kuhn & Co Investment Counsel
Illinois
$455K +$60.8K +1,900 +16%