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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
CFB
101
Cullen/Frost Bankers
Texas
$76.2K +$104 +3 +0.1%
AWM
102
Avior Wealth Management
Nebraska
$67.5K +$69 +2 +0.1%
PS
103
Principal Securities
Iowa
$63.3K +$58K +1,675 +1,469%
AF
104
Advisornet Financial
Minnesota
$57.3K
IRC
105
Investors Research Corp
Georgia
$53.3K -$25.8K -745 -33%
CWC
106
Carolinas Wealth Consulting
North Carolina
$47.7K +$35 +1 +0.1%
IHWM
107
Iron Horse Wealth Management
Iowa
$46.4K +$45.5K +1,313 New
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$38.8K +$38K +1,097 New
CPG
109
Cornerstone Planning Group
New Jersey
$38.3K +$37.5K +1,082 New
LFG
110
Larson Financial Group
Missouri
$31.9K +$18.6K +537 +148%
DSC
111
Duncker Streett & Co
Missouri
$31.3K +$35 +1 +0.1%
HBW
112
Hazlett, Burt & Watson
West Virginia
$21K +$20.5K +591 New
Bank of America
113
Bank of America
North Carolina
$19.1K +$14.5K +419 +346%
CAL
114
Capital Analysts LLC
Pennsylvania
$17K
CA
115
CoreCap Advisors
Michigan
$16.2K +$15.9K +459 New
CTC
116
Central Trust Company
Missouri
$15.6K
PTC
117
Private Trust Company
Ohio
$11.5K
GJIA
118
Glass Jacobson Investment Advisors
Maryland
$11.5K +$35 +1 +0.3%
TC
119
Truvestments Capital
Florida
$10.6K +$10.4K +300 New
HHGA
120
Halbert Hargrove Global Advisors
California
$8.96K +$8.77K +253 New
GWM
121
Geneos Wealth Management
Colorado
$8.84K +$8.66K +250 New
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$8.17K
WWP
123
WR Wealth Planners
Missouri
$5.91K
LWA
124
Lowe Wealth Advisors
Maryland
$3.56K +$3.5K +101 New
CFD
125
Creative Financial Designs
Indiana
$3.55K