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Fidelity Fundamental Large Cap Core ETF

64 hedge funds and large institutions have $337M invested in Fidelity Fundamental Large Cap Core ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

73% more capital invested

Capital invested by funds: $194M → $337M (+$143M)

25% more funds holding

Funds holding: 5164 (+13)

9.42% more ownership

Funds ownership: 39.13%48.56% (+9.4%)

Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
0.84%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
27
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.52M -$204K -4,372 -12%
NCTC
27
New Covenant Trust Company
Indiana
$1.4M -$230K -4,936 -14%
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$1.07M -$50.8K -1,089 -4%
OFS
29
OneAscent Financial Services
Alabama
$1.02M +$1.04M +22,290 New
EH
30
Equitable Holdings
New York
$899K +$462K +9,897 +102%
OC
31
Oppenheimer & Co
New York
$870K +$885K +18,960 New
FIA
32
Foundations Investment Advisors
Arizona
$734K +$19.2K +411 +3%
AAS
33
Ameritas Advisory Services
Nebraska
$598K +$343K +7,355 +130%
SPC
34
Sigma Planning Corp
Michigan
$583K +$41.9K +897 +8%
VFPW
35
Vantage Financial Partners (Wisconsin)
Wisconsin
$464K
BCA
36
Bay Colony Advisors
Massachusetts
$446K -$17.9K -383 -4%
Citadel Advisors
37
Citadel Advisors
Florida
$378K +$385K +8,240 New
IWC
38
Integrated Wealth Concepts
Massachusetts
$345K +$351K +7,526 New
Jane Street
39
Jane Street
New York
$333K -$2.59M -55,544 -88%
MA
40
MONECO Advisors
Connecticut
$332K
EFG
41
Elm3 Financial Group
Georgia
$314K +$319K +6,837 New
JWCA
42
J.W. Cole Advisors
Florida
$311K +$24.9K +534 +9%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$303K -$23.9K -513 -7%
CCC
44
Compass Capital Corp
Massachusetts
$293K +$287K +6,145 New
AAS
45
Avantax Advisory Services
Texas
$261K +$265K +5,678 New
VWA
46
Visionary Wealth Advisors
Illinois
$237K -$14.7K -315 -6%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$236K -$8.12K -174 -3%
ASN
48
Advisory Services Network
Georgia
$213K +$216K +4,632 New
BRWA
49
B. Riley Wealth Advisors
Florida
$210K +$140 +3 +0.1%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$150K +$153K +3,278 +327,800%

FFLC Hedge Fund Activity: Q4 2024 in Review

64 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Core ETF (FFLC) for Q4 2024, worth a combined $337M — up 73% from $194M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FFLC positions and 3 closed out — a net gain of 13 holders — while 27 added to existing stakes and 13 trimmed.

The largest buyer was Socha Financial Group, opening a new position worth an estimated $48.4M. The largest seller was Jane Street, cutting an estimated $2.59M.

  • 64 institutional investors held Fidelity Fundamental Large Cap Core ETF (FFLC) as of Q4 2024, up from 51 in Q3 2024.
  • Funds reported $337M of Fidelity Fundamental Large Cap Core ETF stock for Q4 2024, up 73% quarter-over-quarter.
  • 16 funds opened new Fidelity Fundamental Large Cap Core ETF positions in Q4 2024 and 3 closed out, a net change of +13 holders.
  • The largest Fidelity Fundamental Large Cap Core ETF buyer in Q4 2024 was Socha Financial Group, an estimated $48.4M added.
  • The largest Fidelity Fundamental Large Cap Core ETF seller in Q4 2024 was Jane Street, an estimated $2.59M sold.

Based on aggregated 13F filings for Q4 2024.