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Fidelity Fundamental Large Cap Core ETF

93 hedge funds and large institutions have $458M invested in Fidelity Fundamental Large Cap Core ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more capital invested

Capital invested by funds: $435M → $458M (+$23.7M)

3% more funds holding

Funds holding: 9093 (+3)

0.29% less ownership

Funds ownership: 47.84%47.56% (-0.29%)

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
1.13%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
14
Increased
47
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$2.22M -$750K -14,247 -25%
TFS
27
Thoroughbred Financial Services
Tennessee
$2.14M +$242K +4,593 +13%
DIA
28
Dana Investment Advisors
Wisconsin
$1.99M -$15.2K -288 -0.8%
Stifel Financial
29
Stifel Financial
Missouri
$1.98M +$1.96M +37,178 New
MML Investors Services
30
MML Investors Services
Massachusetts
$1.9M -$1.25M -23,740 -40%
KIM
31
Kane Investment Management
California
$1.75M +$25.1K +477 +1%
FFS
32
Founders Financial Securities
Maryland
$1.74M +$175K +3,327 +11%
SA
33
Sanctuary Advisors
Indiana
$1.48M +$49.7K +943 +4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.41M +$712K +13,516 +105%
PSCM
35
Per Stirling Capital Management
Texas
$1.39M +$199K +3,784 +17%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$1.37M +$205K +3,892 +18%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$1.31M +$421K +7,987 +48%
FWA
38
Flagship Wealth Advisors
Massachusetts
$1.18M +$14.1K +267 +1%
RA
39
RFG Advisory
Alabama
$1.17M -$355K -6,745 -24%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.12M -$17.5K -332 -2%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.04M +$419K +7,949 +69%
FFA
42
Farther Finance Advisors
California
$1.04M +$326K +6,199 +47%
OC
43
Oppenheimer & Co
New York
$1.03M
MWM
44
Mascagni Wealth Management
Mississippi
$1.01M +$60K +1,140 +6%
WIA
45
World Investment Advisors
California
$880K +$301K +5,718 +53%
FTUS
46
Flow Traders U.S.
New York
$759K +$749K +14,215 New
NCTC
47
New Covenant Trust Company
Indiana
$674K -$591K -11,229 -47%
WAS
48
Westco Advisory Services
New York
$645K +$636K +12,079 New
Brown Advisory
49
Brown Advisory
Maryland
$579K +$6.64K +126 +1%
JWCA
50
J.W. Cole Advisors
Florida
$551K +$1.26K +24 +0.2%