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Fidelity Enhanced Large Cap Growth ETF

130 hedge funds and large institutions have $675M invested in Fidelity Enhanced Large Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 57 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

235% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 17

25% more funds holding

Funds holding: 104130 (+26)

23% more capital invested

Capital invested by funds: $549M → $675M (+$126M)

1.95% more ownership

Funds ownership: 19.35%21.3% (+1.9%)

Holders
130
Holders Change
+26
Holders Change %
+25%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
37
Increased
57
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCA
26
Verdence Capital Advisors
Maryland
$2.47M +$709K +20,458 +41%
Lido Advisors
27
Lido Advisors
California
$2.39M +$2.25K +65 +0.1%
FPGK
28
Financial Partners Group (Kansas)
Kansas
$2.07M +$134K +3,878 +7%
Jane Street
29
Jane Street
New York
$2.04M +$1.99M +57,565 New
SWM
30
Silverlake Wealth Management
Vermont
$1.95M +$1.03M +29,693 +116%
NWM
31
Nova Wealth Management
Florida
$1.74M +$1.71M +49,226 New
FWA
32
Flagship Wealth Advisors
Massachusetts
$1.62M +$1.59M +45,926 New
Creative Planning
33
Creative Planning
Kansas
$1.47M +$671K +19,362 +87%
BCWM
34
Ball & Co Wealth Management
Tennessee
$1.29M +$1.27M +36,622 New
PCP
35
Proficio Capital Partners
Massachusetts
$1.23M +$58.9K +1,700 +5%
PAS
36
PKS Advisory Services
New York
$1.14M +$1.29M +37,352 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.06M -$2.06M -59,460 -66%
HI
38
Harbour Investments
Wisconsin
$1.01M +$393K +11,347 +66%
Mariner
39
Mariner
Kansas
$983K -$16.9K -489 -2%
KFI
40
Key Financial Inc
Pennsylvania
$924K
JWCA
41
J.W. Cole Advisors
Florida
$842K +$144K +4,144 +21%
Morgan Stanley
42
Morgan Stanley
New York
$758K +$50.2K +1,448 +7%
PFA
43
Pure Financial Advisors
California
$752K +$832 +24 +0.1%
CAM
44
Creekmur Asset Management
Illinois
$744K +$346 +10 +0%
IWC
45
Infinity Wealth Counsel
Ohio
$730K +$715K +20,650 New
ASN
46
Advisory Services Network
Georgia
$721K +$706K +20,389 New
IA
47
IFG Advisory
Georgia
$700K +$61K +1,760 +10%
KPWS
48
Kestra Private Wealth Services
Texas
$693K -$1.81M -52,361 -73%
HighTower Advisors
49
HighTower Advisors
Illinois
$690K +$80.9K +2,335 +14%
NA
50
NewEdge Advisors
Louisiana
$676K +$237K +6,853 +56%