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Fidelity Enhanced Large Cap Growth ETF
FELG

94 hedge funds and large institutions have $477M invested in Fidelity Enhanced Large Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

111% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 18

30% more capital invested

Capital invested by funds: $367M → $477M (+$109M)

9% more funds holding

Funds holding: 86 → 94 (+8)

2.37% more ownership

Funds ownership: 15.43% → 17.8% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
38
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$9.78M
3
JP Morgan Chase
JP Morgan Chase
New York
+$6.04M
4
Truist Financial
Truist Financial
North Carolina
+$5.74M
5
LPL Financial
LPL Financial
California
+$4.08M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
-$1.8M
2
MML Investors Services
MML Investors Services
Massachusetts
-$899K
3
SIA
Spectrum Investment Advisors
Wisconsin
-$641K
4
ES
Eagle Strategies
New York
-$485K
5
RFA
Rollins Financial Advisors
New York
-$383K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$159M +$15.1M +501,937 +11%
MML Investors Services
2
MML Investors Services
Massachusetts
$148M -$899K -29,877 -0.6%
SIA
3
Spectrum Investment Advisors
Wisconsin
$21.5M -$641K -21,309 -3%
KIM
4
Kestra Investment Management
Texas
$14.8M +$13.8M +457,711 New
AT
5
Arden Trust
Delaware
$12M +$18.8K +624 +0.2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.6M +$2.57M +85,469 +31%
JP Morgan Chase
7
JP Morgan Chase
New York
$11.1M +$6.04M +200,840 +140%
KAS
8
Kestra Advisory Services
Texas
$10.7M +$3.45M +114,759 +53%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$10.5M +$9.78M +324,932 New
Fidelity Investments
10
Fidelity Investments
Massachusetts
$9.43M +$396K +13,166 +5%
LPL Financial
11
LPL Financial
California
$8.68M +$4.08M +135,587 +101%
Truist Financial
12
Truist Financial
North Carolina
$6.66M +$5.74M +190,887 +1,238%
SPA
13
Sentinel Pension Advisors
Massachusetts
$6.56M +$737K +24,487 +14%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.47M +$2.6M +86,552 +104%
RFA
15
Rollins Financial Advisors
New York
$2.83M -$383K -12,723 -13%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.76M +$52.2K +1,736 +2%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$2.26M +$1.6M +53,201 +314%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.79M +$1.67M +55,525 New
Citadel Advisors
19
Citadel Advisors
Florida
$1.64M +$530K +17,600 +53%
VCA
20
Verdence Capital Advisors
Maryland
$1.59M +$481 +16 +0%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.59M +$549K +18,240 +59%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.58M +$766K +25,458 +109%
Lido Advisors
23
Lido Advisors
California
$1.52M +$495K +16,442 +54%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.44M +$1.18M +39,222 +733%
Mariner
25
Mariner
Kansas
$952K +$361 +12 +0%
1
2 3 4 5

FELG Hedge Fund Activity: Q2 2024 in Review

94 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Enhanced Large Cap Growth ETF (FELG) for Q2 2024, worth a combined $477M — up 30% from $367M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FELG positions and 9 closed out — a net gain of 10 holders — while 38 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $15.1M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $1.8M sold.

  • 94 institutional investors held Fidelity Enhanced Large Cap Growth ETF (FELG) as of Q2 2024, up from 86 in Q1 2024.
  • Funds reported $477M of Fidelity Enhanced Large Cap Growth ETF stock for Q2 2024, up 30% quarter-over-quarter.
  • 19 funds opened new Fidelity Enhanced Large Cap Growth ETF positions in Q2 2024 and 9 closed out, a net change of +10 holders.
  • The largest Fidelity Enhanced Large Cap Growth ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $15.1M added.
  • The largest Fidelity Enhanced Large Cap Growth ETF seller in Q2 2024 was Lincoln National Corp, an estimated $1.8M sold.

Based on aggregated 13F filings for Q2 2024.