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Fidelity Fundamental Large Cap Core ETF

37 hedge funds and large institutions have $97.2M invested in Fidelity Fundamental Large Cap Core ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

50% more capital invested

Capital invested by funds: $65M → $97.2M (+$32.3M)

16% more funds holding

Funds holding: 3237 (+5)

2.24% more ownership

Funds ownership: 25.72%27.96% (+2.2%)

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
17
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$22M -$2.29M -54,465 -10%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$15.4M +$3.82M +91,091 +35%
KAS
3
Kestra Advisory Services
Texas
$10.8M +$863K +20,568 +9%
FP
4
Fiduciary Planning
Florida
$7.04M +$6.79M +161,803 New
KA
5
Kovack Advisors
Florida
$6M +$5.79M +137,917 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.93M +$427K +10,170 +10%
MML Investors Services
7
MML Investors Services
Massachusetts
$4.59M +$77.7K +1,853 +2%
KPWS
8
Kestra Private Wealth Services
Texas
$3.57M +$2.35M +55,968 +215%
HI
9
Harbour Investments
Wisconsin
$3.49M +$3.32M +79,146 +6,730%
AWS
10
Atria Wealth Solutions
New York
$3.01M +$1.43M +34,189 +98%
FTUS
11
Flow Traders U.S.
New York
$2.82M +$2.72M +64,914 New
DIA
12
Dana Investment Advisors
Wisconsin
$1.81M +$1.74M +41,533 New
NCTC
13
New Covenant Trust Company
Indiana
$1.79M +$1.73M +41,170 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.55M +$980K +23,359 +191%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$1.07M +$137K +3,267 +15%
TFS
16
Thoroughbred Financial Services
Tennessee
$1.07M +$345K +8,213 +50%
LPL Financial
17
LPL Financial
California
$1.06M +$1.02M +24,325 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.01M +$329K +7,836 +51%
Osaic Holdings
19
Osaic Holdings
Arizona
$866K +$829K +19,763 +12,051%
CIA
20
Concurrent Investment Advisors
Florida
$623K +$602K +14,336 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$526K -$154K -3,667 -23%
BCA
22
Bay Colony Advisors
Massachusetts
$438K +$51.6K +1,230 +14%
FIA
23
Foundations Investment Advisors
Arizona
$406K +$392K +9,342 New
Creative Planning
24
Creative Planning
Kansas
$280K +$270K +6,442 New
JWCA
25
J.W. Cole Advisors
Florida
$272K +$168 +4 +0.1%

FFLC Hedge Fund Activity: Q2 2024 in Review

37 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Core ETF (FFLC) for Q2 2024, worth a combined $97.2M — up 50% from $65M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FFLC positions and 7 closed out — a net gain of 6 holders — while 17 added to existing stakes and 5 trimmed.

The largest buyer was Fiduciary Planning, opening a new position worth an estimated $6.79M. The largest seller was Beaumont Financial Advisors, cutting an estimated $2.29M.

  • 37 institutional investors held Fidelity Fundamental Large Cap Core ETF (FFLC) as of Q2 2024, up from 32 in Q1 2024.
  • Funds reported $97.2M of Fidelity Fundamental Large Cap Core ETF stock for Q2 2024, up 50% quarter-over-quarter.
  • 13 funds opened new Fidelity Fundamental Large Cap Core ETF positions in Q2 2024 and 7 closed out, a net change of +6 holders.
  • The largest Fidelity Fundamental Large Cap Core ETF buyer in Q2 2024 was Fiduciary Planning, an estimated $6.79M added.
  • The largest Fidelity Fundamental Large Cap Core ETF seller in Q2 2024 was Beaumont Financial Advisors, an estimated $2.29M sold.

Based on aggregated 13F filings for Q2 2024.