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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
KCIC
51
Kuhn & Co Investment Counsel
Illinois
$262K +$10.2K +364 +4%
EWA
52
EverSource Wealth Advisors
Alabama
$260K +$533 +19 +0.2%
IF
53
Intrua Financial
Texas
$216K +$205K +7,311 New
Corient Private Wealth
54
Corient Private Wealth
Florida
$206K +$196K +6,967 New
AF
55
Allworth Financial
California
$182K -$10.8K -386 -6%
RCM
56
Richardson Capital Management
Wisconsin
$171K
HI
57
Harbour Investments
Wisconsin
$160K +$86.9K +3,097 +134%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$158K -$2.31M -82,231 -94%
SS
59
Sunbelt Securities
Texas
$146K -$1.97K -70 -1%
SPIA
60
Steward Partners Investment Advisory
New York
$146K +$47.7K +1,700 +53%
IA
61
IFP Advisors
Florida
$146K +$34.8K +1,241 +34%
SL
62
Salomon & Ludwin
Virginia
$131K +$124K +4,432 New
EWA
63
EP Wealth Advisors
California
$122K -$442K -15,733 -79%
CFGS
64
Concourse Financial Group Securities
Alabama
$66.9K
US Bancorp
65
US Bancorp
Minnesota
$65.7K
MA
66
MCF Advisors
Kentucky
$52.1K +$49.5K +1,764 New
Wells Fargo
67
Wells Fargo
California
$42.4K -$64.4K -2,296 -62%
CWC
68
Carolinas Wealth Consulting
North Carolina
$39.7K -$12.7K -453 -25%
AF
69
Advisornet Financial
Minnesota
$38.1K
AIP
70
Ameritas Investment Partners
Nebraska
$32.7K -$225 -8 -0.7%
CTC
71
Central Trust Company
Missouri
$26K
DSC
72
Duncker Streett & Co
Missouri
$26K +$56 +2 +0.2%
BTI
73
Blue Trust Inc
Georgia
$25.2K +$23.9K +853 New
NA
74
NewEdge Advisors
Louisiana
$21.1K -$7.27K -259 -27%
LC
75
Lindbrook Capital
California
$13K +$12.4K +441 New