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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.

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 Market Value Shares Shares
Change
Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$20.7M 571,640 +571,640 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.54M 236,013 +212,110 +887%
AWE
3
Avidian Wealth Enterprises
Texas
$5.69M 157,114 +157,114 New
KAS
4
Kestra Advisory Services
Texas
$3.78M 104,491 +16,787 +19%
MML Investors Services
5
MML Investors Services
Massachusetts
$3.67M 101,263 +21,557 +27%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.49M 96,368 +18,066 +23%
AWS
7
Atria Wealth Solutions
New York
$1.17M 32,419 +32,419 New
Envestnet Portfolio Solutions
8
Envestnet Portfolio Solutions
Illinois
$742K 20,501 +20,501 New
TFS
9
Thoroughbred Financial Services
Tennessee
$589K 16,300 +6,510 +66%
GS
10
GTS Securities
New York
$498K 13,766 +13,766 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$491K 13,578 +445 +3%
KPWS
12
Kestra Private Wealth Services
Texas
$287K 7,918 -319 -4%
BCA
13
Bay Colony Advisors
Massachusetts
$283K 7,824 +7,824 New
JWCA
14
J.W. Cole Advisors
Florida
$226K 6,239 +6,239 New
ASN
15
Advisory Services Network
Georgia
$117K 3,232 +3,232 New
UBS Group
16
UBS Group
Switzerland
$21.9K 605 +605 New
PS
17
Principal Securities
Iowa
$18.1K 500 +500 New
Morgan Stanley
18
Morgan Stanley
New York
$8.72K 240 +121 +102%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.94K 164
SPIA
20
Steward Partners Investment Advisory
New York
$4.71K 130
Citadel Advisors
21
Citadel Advisors
Florida
-12,311 Closed
Fidelity Investments
22
Fidelity Investments
Massachusetts
-1 Closed
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$0 10
CFGS
24
Concourse Financial Group Securities
Alabama