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Fidelity Enhanced Large Cap Growth ETF
FELG

Overview Fund Activity

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.

Holders
130
Holders Change
+26
Holders Change %
+25%
% of All Funds
1.73%
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
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$44.6M
2
Raymond James Financial
2
Raymond James Financial
Florida
$13.3M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$11.6M
4
SFA
4
Salus Financial Advisors
Colorado
$6.83M
5
LPL Financial
5
LPL Financial
California
$20.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.06M
2
KPWS
2
Kestra Private Wealth Services
Texas
$693K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NWMG
76
National Wealth Management Group
Ohio
$341K 9,642 – –
EWA
77
EverSource Wealth Advisors
Alabama
$334K 9,457 +269 +3%
VC
78
Vestor Capital
Illinois
$320K 9,050 +12 +0.1%
AWS
79
Atria Wealth Solutions
New York
$293K 8,274 -138 -2%
FWM
80
FMA Wealth Management
Massachusetts
$292K 8,264 +11 +0.1%
MFS
81
Madrona Financial Services
Washington
$283K 8,016 – –
VWM
82
Venturi Wealth Management
Texas
$283K 8,000 +8,000 New
RBFC
83
Roman Butler Fullerton & Co
Missouri
$250K 7,060 -535 -7%
Corient Private Wealth
84
Corient Private Wealth
Florida
$249K 7,042 +75 +1%
Ameriprise
85
Ameriprise
Minnesota
$240K 6,801 +6,801 New
UBS Group
86
UBS Group
Switzerland
$234K 6,630 -1,829 -22%
KTM
87
Keeler Thomas Management
Utah
$223K 6,305 +6,305 New
TFS
88
Thoroughbred Financial Services
Tennessee
$216K 6,110 +6,110 New
PFG
89
Pacific Financial Group
Washington
$213K 6,030 +6,030 New
SS
90
Sunbelt Securities
Texas
$213K 5,969 +6 +0.1%
RCM
91
Richardson Capital Management
Wisconsin
$204K 5,777 – –
WTFG
92
Wood Tarver Financial Group
Idaho
$201K 5,707 +5,707 New
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$198K 5,600 +5,600 New
Wells Fargo
94
Wells Fargo
California
$197K 5,575 +4,141 +289%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$166K 4,702 +4,702 New
AWM
96
AE Wealth Management
Kansas
$141K 4,002 +4,002 New
US Bancorp
97
US Bancorp
Minnesota
$138K 3,905 +1,082 +38%
IA
98
IFP Advisors
Florida
$131K 3,711 +5 +0.1%
EWA
99
EP Wealth Advisors
California
$129K 3,659 -164 -4%
AF
100
Allworth Financial
California
$126K 3,459 -177 -5%
2 3
4
5 6