We are live on ! Find out more
FELG icon

Fidelity Enhanced Large Cap Growth ETF

104 hedge funds and large institutions have $549M invested in Fidelity Enhanced Large Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 14

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

15% more capital invested

Capital invested by funds: $477M → $549M (+$72.5M)

11% more funds holding

Funds holding: 94104 (+10)

1.55% more ownership

Funds ownership: 17.8%19.35% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
51
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$170M +$6M +187,411 +4%
MML Investors Services
2
MML Investors Services
Massachusetts
$159M +$5.84M +182,509 +4%
SIA
3
Spectrum Investment Advisors
Wisconsin
$22M -$77K -2,407 -0.4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$20.2M +$7.89M +246,697 +68%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$18.6M +$7.5M +234,338 +72%
KIM
6
Kestra Investment Management
Texas
$14.8M -$415K -12,959 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$13.5M +$2M +62,541 +18%
LPL Financial
8
LPL Financial
California
$13.2M +$4.07M +127,251 +47%
KAS
9
Kestra Advisory Services
Texas
$12M +$947K +29,587 +9%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$11.1M +$8.43M +263,490 +376%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$10.9M +$1.15M +36,072 +12%
SPA
12
Sentinel Pension Advisors
Massachusetts
$7.43M +$654K +20,435 +10%
Truist Financial
13
Truist Financial
North Carolina
$7.05M +$199K +6,219 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.57M +$906K +28,307 +17%
AI
15
Atria Investments
North Carolina
$4.67M +$4.51M +140,829 New
SA
16
Sanctuary Advisors
Indiana
$4.64M +$4.29M +134,244 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.31M +$1.42M +44,260 +52%
IWC
18
Integrated Wealth Concepts
Massachusetts
$3.83M +$3.69M +115,501 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.97M +$1.44M +44,978 +101%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.76M +$1.1M +34,432 +71%
RFA
21
Rollins Financial Advisors
New York
$2.76M -$146K -4,556 -5%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.6M +$928K +29,015 +59%
KPWS
23
Kestra Private Wealth Services
Texas
$2.39M +$2.3M +71,957 New
Lido Advisors
24
Lido Advisors
California
$2.24M +$650K +20,332 +43%
FPGK
25
Financial Partners Group (Kansas)
Kansas
$1.81M +$812K +25,385 +87%