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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
TCM
76
TD Capital Management
Tennessee
$114K +$112K +2,132 New
Comerica Bank
77
Comerica Bank
Texas
$102K
Morgan Stanley
78
Morgan Stanley
New York
$75.5K +$26K +494 +54%
PWA
79
Principia Wealth Advisory
Texas
$49.6K -$5.27K -100 -10%
SS
80
Sunbelt Securities
Texas
$36.8K +$9.95K +189 +38%
SPIA
81
Steward Partners Investment Advisory
New York
$33.4K +$26.1K +495 +381%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$27.4K +$27.1K +514 New
CFD
83
Creative Financial Designs
Indiana
$26.6K +$105 +2 +0.4%
SIS
84
Sound Income Strategies
Florida
$26.4K
CMP
85
Coston McIsaac & Partners
Maine
$25K +$2.27K +43 +10%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$17.1K
HPWM
87
High Point Wealth Management
New Jersey
$16.4K +$16.1K +306 New
JFGIW
88
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.6K
PTC
89
Private Trust Company
Ohio
$13.1K
CPBTD
90
Central Pacific Bank - Trust Division
Hawaii
$8.54K
JP Morgan Chase
91
JP Morgan Chase
New York
$7.42K -$474 -9 -6%
CT
92
Clearstead Trust
Maine
$5.55K
Bank of America
93
Bank of America
North Carolina
$5.5K +$5.42K +103 New
MHR
94
Matthew Hamilton Rosenberg
$5.12K -$4.95K -94 -49%
NMG
95
New Millennium Group
Utah
$18
Wells Fargo
96
Wells Fargo
California
$1
BAS
97
Brueske Advisory Services
Washington
-$840K -16,136 Closed
Citadel Advisors
98
Citadel Advisors
Florida
-$830K -15,953 Closed
AAS
99
Ameritas Advisory Services
Nebraska
-$698K -13,419 Closed
IWC
100
Integrated Wealth Concepts
Massachusetts
-$432K -8,296 Closed