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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
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$341K +$481 +16 +0.2%
TW
52
TrinityPoint Wealth
Connecticut
$340K +$451 +15 +0.1%
BIAS
53
Beacon Investment Advisory Services
New Jersey
$323K – – –
NWMG
54
National Wealth Management Group
Ohio
$311K – – –
Kovitz Investment Group Partners
55
Kovitz Investment Group Partners
Illinois
$308K -$10.8K -358 -4%
MFS
56
Madrona Financial Services
Washington
$304K +$421 +14 +0.1%
VC
57
Vestor Capital
Illinois
$291K +$391 +13 +0.1%
EWA
58
EverSource Wealth Advisors
Alabama
$290K +$391 +13 +0.1%
RJA
59
Raymond James & Associates
Florida
$290K +$270K +8,981 New
RIA
60
Regal Investment Advisors
Michigan
$282K +$263K +8,748 New
PAG
61
Private Advisor Group
New Jersey
$278K +$259K +8,605 New
BAM
62
Belpointe Asset Management
Nevada
$258K +$241K +7,992 New
RBFC
63
Roman Butler Fullerton & Co
Missouri
$256K +$228K +7,587 New
BWM
64
Birchcreek Wealth Management
Ohio
$230K +$215K +7,129 New
Corient Private Wealth
65
Corient Private Wealth
Florida
$225K – – –
RCM
66
Richardson Capital Management
Wisconsin
$186K – – –
SS
67
Sunbelt Securities
Texas
$160K +$211 +7 +0.1%
AF
68
Allworth Financial
California
$149K -$44.1K -1,465 -24%
SPIA
69
Steward Partners Investment Advisory
New York
$138K -$19.6K -650 -13%
EWA
70
EP Wealth Advisors
California
$133K +$60 +2 +0%
IA
71
IFP Advisors
Florida
$119K -$37K -1,229 -25%
US Bancorp
72
US Bancorp
Minnesota
$71.7K – – –
AWM
73
Avior Wealth Management
Nebraska
$63K +$47.6K +1,582 +429%
Wells Fargo
74
Wells Fargo
California
$46.3K – – –
CWC
75
Carolinas Wealth Consulting
North Carolina
$43.4K +$60 +2 +0.1%
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.