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Fidelity Fundamental Large Cap Core ETF

32 hedge funds and large institutions have $65M invested in Fidelity Fundamental Large Cap Core ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

52% more funds holding

Funds holding: 2132 (+11)

29% more capital invested

Capital invested by funds: $50.3M → $65M (+$14.7M)

3.36% less ownership

Funds ownership: 29.09%25.72% (-3.4%)

Holders
32
Holders Change
+11
Holders Change %
+52.38%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
12
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$23.4M -$475K -12,261 -2%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10.9M +$1.01M +26,136 +11%
KAS
3
Kestra Advisory Services
Texas
$9.5M +$4.76M +123,051 +118%
MML Investors Services
4
MML Investors Services
Massachusetts
$4.33M +$93.4K +2,414 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.31M +$269K +6,947 +7%
TA
6
Tactive Advisors
Florida
$2.28M +$2.11M +54,564 New
AWS
7
Atria Wealth Solutions
New York
$1.46M +$99.8K +2,578 +8%
Jane Street
8
Jane Street
New York
$1.19M +$1.1M +28,422 New
KPWS
9
Kestra Private Wealth Services
Texas
$1.09M +$702K +18,148 +229%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$892K +$33.3K +861 +4%
TFS
11
Thoroughbred Financial Services
Tennessee
$683K +$2.83K +73 +0.4%
AWE
12
Avidian Wealth Enterprises
Texas
$669K -$5.46M -141,080 -90%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$658K +$610K +15,758 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$645K +$598K +15,448 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$512K -$51.3K -1,325 -10%
GS
16
GTS Securities
New York
$427K -$137K -3,541 -26%
BCA
17
Bay Colony Advisors
Massachusetts
$369K +$39.3K +1,015 +13%
HIC
18
Hartline Investment Corp
Illinois
$369K +$342K +8,839 New
Citadel Advisors
19
Citadel Advisors
Florida
$338K +$314K +8,106 New
JWCA
20
J.W. Cole Advisors
Florida
$261K +$39 +1 +0%
AAS
21
Ameritas Advisory Services
Nebraska
$219K +$210K +5,424 New
VWA
22
Visionary Wealth Advisors
Illinois
$212K +$197K +5,084 New
EWA
23
EP Wealth Advisors
California
$109K +$101K +2,600 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$51K +$47.2K +1,219 +12,190%
HI
25
Harbour Investments
Wisconsin
$49.1K +$45.5K +1,176 New

FFLC Hedge Fund Activity: Q1 2024 in Review

32 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Core ETF (FFLC) for Q1 2024, worth a combined $65M — up 29% from $50.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FFLC positions and 1 closed out — a net gain of 11 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $4.76M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $5.46M.

  • 32 institutional investors held Fidelity Fundamental Large Cap Core ETF (FFLC) as of Q1 2024, up from 21 in Q4 2023.
  • Funds reported $65M of Fidelity Fundamental Large Cap Core ETF stock for Q1 2024, up 29% quarter-over-quarter.
  • 12 funds opened new Fidelity Fundamental Large Cap Core ETF positions in Q1 2024 and 1 closed out, a net change of +11 holders.
  • The largest Fidelity Fundamental Large Cap Core ETF buyer in Q1 2024 was Kestra Advisory Services, an estimated $4.76M added.
  • The largest Fidelity Fundamental Large Cap Core ETF seller in Q1 2024 was Avidian Wealth Enterprises, an estimated $5.46M sold.

Based on aggregated 13F filings for Q1 2024.