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Fidelity Enhanced Large Cap Growth ETF

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.

Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
1.37%
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
Name Market Value Shares Shares
Change
Shares
Change %
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$341K 10,566 +16 +0.2%
TW
52
TrinityPoint Wealth
Connecticut
$340K 10,540 +15 +0.1%
BIAS
53
Beacon Investment Advisory Services
New Jersey
$323K 10,021
NWMG
54
National Wealth Management Group
Ohio
$311K 9,642
Kovitz Investment Group Partners
55
Kovitz Investment Group Partners
Illinois
$308K 9,552 -358 -4%
MFS
56
Madrona Financial Services
Washington
$304K 9,416 +14 +0.1%
VC
57
Vestor Capital
Illinois
$291K 9,028 +13 +0.1%
EWA
58
EverSource Wealth Advisors
Alabama
$290K 9,178 +13 +0.1%
RJA
59
Raymond James & Associates
Florida
$290K 8,981 +8,981 New
RIA
60
Regal Investment Advisors
Michigan
$282K 8,748 +8,748 New
PAG
61
Private Advisor Group
New Jersey
$278K 8,605 +8,605 New
BAM
62
Belpointe Asset Management
Nevada
$258K 7,992 +7,992 New
RBFC
63
Roman Butler Fullerton & Co
Missouri
$256K 7,587 +7,587 New
BWM
64
Birchcreek Wealth Management
Ohio
$230K 7,129 +7,129 New
Corient Private Wealth
65
Corient Private Wealth
Florida
$225K 6,967
RCM
66
Richardson Capital Management
Wisconsin
$186K 5,777
SS
67
Sunbelt Securities
Texas
$160K 4,957 +7 +0.1%
AF
68
Allworth Financial
California
$149K 4,693 -1,465 -24%
SPIA
69
Steward Partners Investment Advisory
New York
$138K 4,286 -650 -13%
EWA
70
EP Wealth Advisors
California
$133K 4,122 +2 +0%
IA
71
IFP Advisors
Florida
$119K 3,702 -1,229 -25%
US Bancorp
72
US Bancorp
Minnesota
$71.7K 2,222
AWM
73
Avior Wealth Management
Nebraska
$63K 1,951 +1,582 +429%
Wells Fargo
74
Wells Fargo
California
$46.3K 1,434
CWC
75
Carolinas Wealth Consulting
North Carolina
$43.4K 1,346 +2 +0.1%