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Fidelity Fundamental Large Cap Core ETF

80 hedge funds and large institutions have $350M invested in Fidelity Fundamental Large Cap Core ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+16
Holders Change %
+25%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
32
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
51
MONECO Advisors
Connecticut
$315K
JWCA
52
J.W. Cole Advisors
Florida
$295K +$218 +5 +0.1%
KIM
53
Kane Investment Management
California
$254K +$254K +5,848 New
BAM
54
Belpointe Asset Management
Nevada
$230K +$230K +5,278 New
VWA
55
Visionary Wealth Advisors
Illinois
$225K
UBS Group
56
UBS Group
Switzerland
$225K +$150K +3,456 +202%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$147K +$4.83K +111 +3%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$128K +$14.4K +329 +13%
MHR
59
Matthew Hamilton Rosenberg
$116K +$75.7K +1,740 +186%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$111K +$111K +2,544 New
AF
61
Advisornet Financial
Minnesota
$99.6K
Comerica Bank
62
Comerica Bank
Texas
$83K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$65.7K +$65.7K +1,510 New
MA
64
Montag & Associates
Georgia
$41.6K
PWA
65
Principia Wealth Advisory
Texas
$39.3K +$29.8K +705 +313%
AG
66
AmeriFlex Group
Nevada
$25.3K +$25.3K +582 New
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$24.2K +$24.2K +557 New
PS
68
Principal Securities
Iowa
$23.1K
CFD
69
Creative Financial Designs
Indiana
$21.5K +$87 +2 +0.4%
SIS
70
Sound Income Strategies
Florida
$21.1K +$21.1K +485 New
CMP
71
Coston McIsaac & Partners
Maine
$18K +$18K +427 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$13.9K
PTC
73
Private Trust Company
Ohio
$10.7K +$10.7K +245 New
SWM
74
Spire Wealth Management
Virginia
$8.74K +$8.74K +201 New
TCM
75
Tradewinds Capital Management
Washington
$8.44K +$609 +14 +8%