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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
SPC
76
Sigma Planning Corp
Michigan
$377K -$74.9K -2,165 -15%
B
77
Bensler
Washington
$371K -$12.1K -349 -3%
SNB
78
Security National Bank
Nebraska
$352K
VCA
79
Verdence Capital Advisors
Maryland
$352K -$2.03M -58,693 -84%
RIA
80
Regal Investment Advisors
Michigan
$343K +$31.5K +912 +9%
CBA
81
Coastal Bridge Advisors
Connecticut
$340K +$373K +10,780 New
AWM
82
Act Wealth Management
Texas
$336K +$368K +10,654 New
ASN
83
Advisory Services Network
Georgia
$334K -$338K -9,780 -48%
MW
84
Maia Wealth
Colorado
$327K +$368K +10,644 New
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$325K +$484 +14 +0.1%
TFS
86
Thoroughbred Financial Services
Tennessee
$322K +$143K +4,138 +68%
BIAS
87
Beacon Investment Advisory Services
New Jersey
$316K
IAG
88
Investmark Advisory Group
Connecticut
$309K +$339K +9,804 New
NWMG
89
National Wealth Management Group
Ohio
$304K
SA
90
Sovran Advisors
California
$301K +$349K +10,095 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$300K -$17.3K -499 -5%
EWA
92
EverSource Wealth Advisors
Alabama
$298K +$380 +11 +0.1%
FWM
93
FMA Wealth Management
Massachusetts
$285K
VC
94
Vestor Capital
Illinois
$274K -$12.5K -360 -4%
IA
95
Integrity Alliance
Iowa
$259K +$285K +8,234 New
SFA
96
Salus Financial Advisors
Colorado
$259K -$6.4M -184,994 -96%
MFS
97
Madrona Financial Services
Washington
$253K
VWM
98
Venturi Wealth Management
Texas
$252K
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$241K +$265K +7,666 New
SS
100
Sunbelt Securities
Texas
$228K +$44K +1,271 +21%