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Fidelity Enhanced Large Cap Growth ETF

86 hedge funds and large institutions have $367M invested in Fidelity Enhanced Large Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

32% more capital invested

Capital invested by funds: $278M → $367M (+$89.3M)

26% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 23

8% more funds holding

Funds holding: 8086 (+6)

2.08% more ownership

Funds ownership: 13.35%15.43% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
29
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
1
MML Investors Services
Massachusetts
$137M +$29.6M +1,053,941 +29%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$131M +$5.73M +204,042 +5%
SIA
3
Spectrum Investment Advisors
Wisconsin
$20.3M +$396K +14,117 +2%
AT
4
Arden Trust
Delaware
$11M +$10.4M +372,306 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.24M +$1.87M +66,549 +31%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.14M +$1.98M +70,522 +34%
KAS
7
Kestra Advisory Services
Texas
$6.43M +$2.2M +78,364 +56%
SPA
8
Sentinel Pension Advisors
Massachusetts
$5.29M +$5.02M +178,944 New
JP Morgan Chase
9
JP Morgan Chase
New York
$4.24M +$3.95M +140,579 +4,992%
LPL Financial
10
LPL Financial
California
$3.95M +$264K +9,409 +8%
RFA
11
Rollins Financial Advisors
New York
$2.97M -$1.36M -48,436 -33%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.48M -$673K -23,995 -22%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.46M +$45.8K +1,631 +2%
LNC
14
Lincoln National Corp
Pennsylvania
$1.8M -$21K -750 -1%
VCA
15
Verdence Capital Advisors
Maryland
$1.46M +$258K +9,208 +23%
Citadel Advisors
16
Citadel Advisors
Florida
$986K -$592K -21,083 -39%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$934K +$78.7K +2,805 +10%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$917K +$871K +31,047 New
Lido Advisors
19
Lido Advisors
California
$905K -$340K -12,101 -28%
Mariner
20
Mariner
Kansas
$872K -$103K -3,686 -11%
KFI
21
Key Financial Inc
Pennsylvania
$773K
RJFSA
22
Raymond James Financial Services Advisors
Florida
$691K +$656K +23,369 New
Morgan Stanley
23
Morgan Stanley
New York
$663K -$612K -21,791 -49%
CAM
24
Creekmur Asset Management
Illinois
$621K +$421 +15 +0.1%
HighTower Advisors
25
HighTower Advisors
Illinois
$566K +$102K +3,640 +23%