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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
ACM
51
Advisors Capital Management
New Jersey
$661K +$648K +18,700 New
VFA
52
Valeo Financial Advisors
Indiana
$652K -$8.7K -251 -1%
TIA
53
Traphagen Investment Advisors
New Jersey
$646K +$797 +23 +0.1%
GP
54
Geneva Partners
Wisconsin
$615K +$233K +6,724 +63%
VA
55
Valmark Advisers
Ohio
$610K +$598K +17,247 New
GC
56
Gibson Capital
Pennsylvania
$574K
BCA
57
Bay Capital Advisors
Virginia
$570K +$558K +16,108 New
FMWA
58
Forvis Mazars Wealth Advisors
Missouri
$531K
GCA
59
Greenwood Capital Associates
South Carolina
$513K +$502K +14,496 New
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$511K +$8.14K +235 +2%
SPC
61
Sigma Planning Corp
Michigan
$500K +$6.27K +181 +1%
KCIC
62
Kuhn & Co Investment Counsel
Illinois
$485K
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$449K
PA
64
Perennial Advisors
New York
$448K +$439K +12,675 New
SCM
65
Sage Capital Management
New Jersey
$433K +$520 +15 +0.1%
SPIA
66
Steward Partners Investment Advisory
New York
$431K +$283K +8,156 +203%
B
67
Bensler
Washington
$429K -$46.4K -1,338 -10%
WS
68
Wedbush Securities
California
$411K +$171K +4,950 +74%
RFN
69
Redwood Financial Network
Ohio
$406K +$398K +11,484 New
SNB
70
Security National Bank
Nebraska
$395K
TW
71
TrinityPoint Wealth
Connecticut
$381K +$485 +14 +0.1%
Pathstone Holdings
72
Pathstone Holdings
New Jersey
$365K -$8.97K -259 -2%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$355K +$347K +10,029 New
BIAS
74
Beacon Investment Advisory Services
New Jersey
$354K
RIA
75
Regal Investment Advisors
Michigan
$353K +$41.8K +1,206 +14%