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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$183M +$1.94M +56,052 +1%
MML Investors Services
2
MML Investors Services
Massachusetts
$169M -$25.8K -744 -0%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$44.6M +$22.7M +655,146 +108%
SIA
4
Spectrum Investment Advisors
Wisconsin
$23.5M +$35.3K +1,020 +0.2%
LPL Financial
5
LPL Financial
California
$20.3M +$6.15M +177,620 +45%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$19.7M +$101K +2,915 +0.5%
KIM
7
Kestra Investment Management
Texas
$15.5M -$208K -6,007 -1%
JP Morgan Chase
8
JP Morgan Chase
New York
$15M +$627K +18,096 +4%
KAS
9
Kestra Advisory Services
Texas
$13.9M +$1.09M +31,423 +9%
Raymond James Financial
10
Raymond James Financial
Florida
$13.3M +$13M +376,265 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$13M +$1.21M +34,844 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$13M +$5.86M +168,998 +85%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$12.1M +$450K +12,995 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$11.6M +$6.85M +197,733 +152%
SPA
15
Sentinel Pension Advisors
Massachusetts
$8.7M +$770K +22,216 +10%
Truist Financial
16
Truist Financial
North Carolina
$7.23M -$283K -8,179 -4%
SFA
17
Salus Financial Advisors
Colorado
$6.83M +$6.69M +193,220 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$6.22M +$3.39M +97,702 +125%
SA
19
Sanctuary Advisors
Indiana
$6.18M +$1.3M +37,596 +28%
AI
20
Atria Investments
North Carolina
$5.61M +$613K +17,694 +13%
IWC
21
Integrated Wealth Concepts
Massachusetts
$4.95M +$844K +24,352 +21%
PAG
22
Private Advisor Group
New Jersey
$4.47M +$3.89M +112,243 +792%
RFA
23
Rollins Financial Advisors
New York
$2.82M -$124K -3,565 -4%
Citadel Advisors
24
Citadel Advisors
Florida
$2.72M +$2.67M +77,042 New
AAS
25
Avantax Advisory Services
Texas
$2.67M +$1.29M +37,257 +98%