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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
RCG
101
Regatta Capital Group
California
$225K +$247K +7,148 New
EFG
102
Elm3 Financial Group
Georgia
$220K +$242K +6,989 New
Corient Private Wealth
103
Corient Private Wealth
Florida
$219K -$2.59K -75 -1%
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
$217K +$239K +6,900 New
RBFC
105
Roman Butler Fullerton & Co
Missouri
$217K +$311 +9 +0.1%
DWM
106
Drive Wealth Management
Utah
$207K +$227K +6,577 New
RCM
107
Richardson Capital Management
Wisconsin
$182K
WTFG
108
Wood Tarver Financial Group
Idaho
$180K
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$177K +$242 +7 +0.1%
Wells Fargo
110
Wells Fargo
California
$147K -$30.9K -894 -16%
US Bancorp
111
US Bancorp
Minnesota
$143K +$21.9K +632 +16%
AWM
112
AE Wealth Management
Kansas
$126K +$35 +1 +0%
IA
113
IFP Advisors
Florida
$117K +$173 +5 +0.1%
EWA
114
EP Wealth Advisors
California
$113K -$2.01K -58 -2%
AF
115
Allworth Financial
California
$108K +$69 +2 +0.1%
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$99K +$70.8K +2,047 +187%
SSB
117
Sandy Spring Bank
Maryland
$96.1K +$106K +3,051 New
GSWM
118
Golden State Wealth Management
California
$92.3K +$101K +2,929 New
PTC
119
Private Trust Company
Ohio
$90.1K +$87.6K +2,534 +777%
CFB
120
Cullen/Frost Bankers
Texas
$87.7K +$21.9K +632 +29%
Bank of America
121
Bank of America
North Carolina
$77.6K +$66.5K +1,924 +356%
PS
122
Principal Securities
Iowa
$63.3K
UBS Group
123
UBS Group
Switzerland
$52K -$172K -4,979 -75%
AF
124
Advisornet Financial
Minnesota
$51.1K
IRC
125
Investors Research Corp
Georgia
$47.5K