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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
NWMG
76
National Wealth Management Group
Ohio
$341K
EWA
77
EverSource Wealth Advisors
Alabama
$334K +$9.32K +269 +3%
VC
78
Vestor Capital
Illinois
$320K +$416 +12 +0.1%
AWS
79
Atria Wealth Solutions
New York
$293K -$4.78K -138 -2%
FWM
80
FMA Wealth Management
Massachusetts
$292K +$381 +11 +0.1%
MFS
81
Madrona Financial Services
Washington
$283K
VWM
82
Venturi Wealth Management
Texas
$283K +$277K +8,000 New
RBFC
83
Roman Butler Fullerton & Co
Missouri
$250K -$18.5K -535 -7%
Corient Private Wealth
84
Corient Private Wealth
Florida
$249K +$2.6K +75 +1%
Ameriprise
85
Ameriprise
Minnesota
$240K +$236K +6,801 New
UBS Group
86
UBS Group
Switzerland
$234K -$63.4K -1,829 -22%
KTM
87
Keeler Thomas Management
Utah
$223K +$218K +6,305 New
TFS
88
Thoroughbred Financial Services
Tennessee
$216K +$212K +6,110 New
PFG
89
Pacific Financial Group
Washington
$213K +$209K +6,030 New
SS
90
Sunbelt Securities
Texas
$213K +$208 +6 +0.1%
RCM
91
Richardson Capital Management
Wisconsin
$204K
WTFG
92
Wood Tarver Financial Group
Idaho
$201K +$198K +5,707 New
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$198K +$194K +5,600 New
Wells Fargo
94
Wells Fargo
California
$197K +$143K +4,141 +289%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$166K +$163K +4,702 New
AWM
96
AE Wealth Management
Kansas
$141K +$139K +4,002 New
US Bancorp
97
US Bancorp
Minnesota
$138K +$37.5K +1,082 +38%
IA
98
IFP Advisors
Florida
$131K +$173 +5 +0.1%
EWA
99
EP Wealth Advisors
California
$129K -$5.68K -164 -4%
AF
100
Allworth Financial
California
$126K -$6.13K -177 -5%