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Fidelity Fundamental Large Cap Core ETF

21 hedge funds and large institutions have $50.3M invested in Fidelity Fundamental Large Cap Core ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

395% more capital invested

Capital invested by funds: $10.2M → $50.3M (+$40.1M)

62% more funds holding

Funds holding: 1321 (+8)

19.67% more ownership

Funds ownership: 9.41%29.09% (+20%)

Holders
21
Holders Change
+8
Holders Change %
+61.54%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$20.7M +$19.4M +571,640 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.54M +$7.18M +212,110 +887%
AWE
3
Avidian Wealth Enterprises
Texas
$5.69M +$5.32M +157,114 New
KAS
4
Kestra Advisory Services
Texas
$3.78M +$568K +16,787 +19%
MML Investors Services
5
MML Investors Services
Massachusetts
$3.67M +$730K +21,557 +27%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.49M +$612K +18,066 +23%
AWS
7
Atria Wealth Solutions
New York
$1.17M +$1.1M +32,419 New
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$742K +$694K +20,501 New
TFS
9
Thoroughbred Financial Services
Tennessee
$589K +$220K +6,510 +66%
GS
10
GTS Securities
New York
$498K +$466K +13,766 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$491K +$15.1K +445 +3%
KPWS
12
Kestra Private Wealth Services
Texas
$287K -$10.8K -319 -4%
BCA
13
Bay Colony Advisors
Massachusetts
$283K +$265K +7,824 New
JWCA
14
J.W. Cole Advisors
Florida
$226K +$211K +6,239 New
ASN
15
Advisory Services Network
Georgia
$117K +$109K +3,232 New
UBS Group
16
UBS Group
Switzerland
$21.9K +$20.5K +605 New
PS
17
Principal Securities
Iowa
$18.1K +$16.9K +500 New
Morgan Stanley
18
Morgan Stanley
New York
$8.72K +$4.1K +121 +102%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.93K
SPIA
20
Steward Partners Investment Advisory
New York
$4.71K
Citadel Advisors
21
Citadel Advisors
Florida
-$399K -12,311 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
-$32 -1 Closed

FFLC Hedge Fund Activity: Q4 2023 in Review

21 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Core ETF (FFLC) for Q4 2023, worth a combined $50.3M — up 395% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FFLC positions and 2 closed out — a net gain of 8 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $19.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $399K sold.

  • 21 institutional investors held Fidelity Fundamental Large Cap Core ETF (FFLC) as of Q4 2023, up from 13 in Q3 2023.
  • Funds reported $50.3M of Fidelity Fundamental Large Cap Core ETF stock for Q4 2023, up 395% quarter-over-quarter.
  • 10 funds opened new Fidelity Fundamental Large Cap Core ETF positions in Q4 2023 and 2 closed out, a net change of +8 holders.
  • The largest Fidelity Fundamental Large Cap Core ETF buyer in Q4 2023 was Beaumont Financial Advisors, an estimated $19.4M added.
  • The largest Fidelity Fundamental Large Cap Core ETF seller in Q4 2023 was Citadel Advisors, an estimated $399K sold.

Based on aggregated 13F filings for Q4 2023.