Fidelity Fundamental Large Cap Core ETF
FFLC
32 hedge funds and large institutions have $65M invested in Fidelity Fundamental Large Cap Core ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
52% more funds holding
Funds holding: 21 → 32 (+11)
29% more capital invested
Capital invested by funds: $50.3M → $65M (+$14.7M)
3.36% less ownership
Funds ownership: 29.09% → 25.72% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$4.76M |
| 2 |
TA
Tactive Advisors
Jacksonville,
Florida
|
+$2.11M |
| 3 |
Jane Street
New York
|
+$1.1M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.01M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$702K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$5.46M |
| 2 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$475K |
| 3 |
GS
GTS Securities
New York
|
-$137K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$117K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$51.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
26
Principal Securities
Des Moines,
Iowa
| $20.9K | +$39 | +1 | +0.2% |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $6.85K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $6.22K | -$17.7K | -456 | -75% |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $5.43K | – | – | – |
|
|
CPBTD
30
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| $5.05K | +$4.68K | +121 | New |
|
31
Morgan Stanley
New York
| $5.02K | -$4.64K | -120 | -50% |
|
32
Fidelity Investments
Boston,
Massachusetts
| $42 | +$39 | +1 | New |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| – | -$117K | -3,232 | Closed |
|
FFLC Hedge Fund Activity: Q1 2024 in Review
32 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Core ETF (FFLC) for Q1 2024, worth a combined $65M — up 29% from $50.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FFLC positions and 1 closed out — a net gain of 11 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $4.76M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $5.46M.
- 32 institutional investors held Fidelity Fundamental Large Cap Core ETF (FFLC) as of Q1 2024, up from 21 in Q4 2023.
- Funds reported $65M of Fidelity Fundamental Large Cap Core ETF stock for Q1 2024, up 29% quarter-over-quarter.
- 12 funds opened new Fidelity Fundamental Large Cap Core ETF positions in Q1 2024 and 1 closed out, a net change of +11 holders.
- The largest Fidelity Fundamental Large Cap Core ETF buyer in Q1 2024 was Kestra Advisory Services, an estimated $4.76M added.
- The largest Fidelity Fundamental Large Cap Core ETF seller in Q1 2024 was Avidian Wealth Enterprises, an estimated $5.46M sold.
Based on aggregated 13F filings for Q1 2024.