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Fidelity Fundamental Large Cap Core ETF

80 hedge funds and large institutions have $380M invested in Fidelity Fundamental Large Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
13
Increased
29
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.93M +$722K +14,778 +60%
IA
27
IFG Advisory
Georgia
$1.93M +$5.38K +110 +0.3%
DIA
28
Dana Investment Advisors
Wisconsin
$1.86M -$50.5K -1,033 -3%
TFS
29
Thoroughbred Financial Services
Tennessee
$1.71M -$1.21M -24,800 -41%
Two Sigma Investments
30
Two Sigma Investments
New York
$1.71M +$1.71M +34,900 New
EH
31
Equitable Holdings
New York
$1.52M +$172K +3,518 +13%
GS
32
GTS Securities
New York
$1.5M +$1.5M +30,690 New
KIM
33
Kane Investment Management
California
$1.43M +$1.15M +23,455 +401%
FFS
34
Founders Financial Securities
Maryland
$1.43M +$1.43M +29,171 New
NCTC
35
New Covenant Trust Company
Indiana
$1.31M -$170K -3,497 -12%
FWA
36
Flagship Wealth Advisors
Massachusetts
$1.09M +$416K +8,522 +62%
PSCM
37
Per Stirling Capital Management
Texas
$1.08M -$10.4K -213 -1%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$939K +$172K +3,524 +22%
OC
39
Oppenheimer & Co
New York
$926K
Goldman Sachs
40
Goldman Sachs
New York
$908K +$908K +18,582 New
BAS
41
Brueske Advisory Services
Washington
$789K +$789K +16,142 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$667K +$502K +10,271 +303%
Osaic Holdings
43
Osaic Holdings
Arizona
$667K -$2.54M -53,069 -79%
Brown Advisory
44
Brown Advisory
Maryland
$512K
VFPW
45
Vantage Financial Partners (Wisconsin)
Wisconsin
$494K
BCA
46
Bay Colony Advisors
Massachusetts
$477K +$879 +18 +0.2%
AAS
47
Avantax Advisory Services
Texas
$433K +$66.3K +1,356 +18%
EFG
48
Elm3 Financial Group
Georgia
$418K +$49 +1 +0%
SPC
49
Sigma Planning Corp
Michigan
$406K -$9.53K -195 -2%
IWC
50
Integrated Wealth Concepts
Massachusetts
$377K -$30.4K -623 -7%