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Fidelity Enhanced Large Cap Growth ETF

143 hedge funds and large institutions have $800M invested in Fidelity Enhanced Large Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 24

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $675M → $800M (+$125M)

10% more funds holding

Funds holding: 130143 (+13)

5.14% more ownership

Funds ownership: 21.3%26.44% (+5.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
143
Holders Change
+13
Holders Change %
+10%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
30
Increased
64
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
51
Redwood Financial Network
Ohio
$738K +$413K +11,950 +104%
Mariner
52
Mariner
Kansas
$674K -$221K -6,395 -23%
PFA
53
Pure Financial Advisors
California
$671K +$899 +26 +0.1%
IWC
54
Infinity Wealth Counsel
Ohio
$665K +$15.6K +450 +2%
CAM
55
Creekmur Asset Management
Illinois
$663K +$346 +10 +0%
Morgan Stanley
56
Morgan Stanley
New York
$641K -$38.2K -1,105 -5%
FTUS
57
Flow Traders U.S.
New York
$636K +$698K +20,188 New
IA
58
IFG Advisory
Georgia
$623K
HighTower Advisors
59
HighTower Advisors
Illinois
$621K +$6.71K +194 +1%
VFA
60
Valeo Financial Advisors
Indiana
$582K +$761 +22 +0.1%
TIA
61
Traphagen Investment Advisors
New Jersey
$572K -$3.25K -94 -0.5%
BCA
62
Bay Capital Advisors
Virginia
$535K +$30K +866 +5%
NA
63
NewEdge Advisors
Louisiana
$534K -$74.9K -2,166 -11%
GC
64
Gibson Capital
Pennsylvania
$511K
KPWS
65
Kestra Private Wealth Services
Texas
$503K -$126K -3,641 -19%
FMWA
66
Forvis Mazars Wealth Advisors
Missouri
$473K
KCIC
67
Kuhn & Co Investment Counsel
Illinois
$471K +$42.1K +1,216 +9%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$470K +$76.4K +2,208 +17%
LSIA
69
LaSalle St. Investment Advisors
Illinois
$446K +$490K +14,161 New
GVAG
70
Great Valley Advisor Group
Delaware
$438K +$482K +13,932 New
MFG
71
Merit Financial Group
Georgia
$419K +$460K +13,298 New
Stifel Financial
72
Stifel Financial
Missouri
$408K +$448K +12,947 New
PA
73
Perennial Advisors
New York
$399K
WS
74
Wedbush Securities
California
$393K +$29.4K +850 +7%
SCM
75
Sage Capital Management
New Jersey
$388K +$2.84K +82 +0.7%