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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
AF
76
Advisornet Financial
Minnesota
$41.6K – – –
DSC
77
Duncker Streett & Co
Missouri
$28.5K +$30 +1 +0.1%
BTI
78
Blue Trust Inc
Georgia
$25.2K – – –
AIP
79
Ameritas Investment Partners
Nebraska
$19.6K -$15K -499 -45%
CAL
80
Capital Analysts LLC
Pennsylvania
$15K +$14.2K +472 New
DCM
81
Davis Capital Management
Florida
$14.7K +$13.6K +453 New
CTC
82
Central Trust Company
Missouri
$14.2K -$13.3K -441 -50%
LFG
83
Larson Financial Group
Missouri
$11.7K +$30 +1 +0.3%
GJIA
84
Glass Jacobson Investment Advisors
Maryland
$10.5K – – –
PCM
85
Penserra Capital Management
California
$8K -$572 -19 -7%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$7.45K – – –
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$6.45K +$6.02K +200 New
Bank of America
88
Bank of America
North Carolina
$3.9K -$4.36K -145 -55%
GIA
89
GHP Investment Advisors
Colorado
$3.9K – – –
NA
90
NewEdge Advisors
Louisiana
$3.48K -$18.2K -605 -85%
CFD
91
Creative Financial Designs
Indiana
$3.23K – – –
GRP
92
Global Retirement Partners
California
$1.35K +$1.26K +42 New
WWP
93
WR Wealth Planners
Missouri
$1.26K +$1.17K +39 New
FFA
94
Farther Finance Advisors
California
$109 – – –
LNC
95
Lincoln National Corp
Pennsylvania
– -$1.8M -60,967 Closed
ES
96
Eagle Strategies
New York
– -$485K -16,412 Closed
IF
97
Intrua Financial
Texas
– -$216K -7,311 Closed
SL
98
Salomon & Ludwin
Virginia
– -$131K -4,432 Closed
CFGS
99
Concourse Financial Group Securities
Alabama
– -$68.1K -2,263 Closed
MA
100
MCF Advisors
Kentucky
– -$52.1K -1,764 Closed
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.