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Fidelity Fundamental Large Cap Growth ETF

30 hedge funds and large institutions have $16.3M invested in Fidelity Fundamental Large Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

11% more funds holding

Funds holding: 2730 (+3)

1% more capital invested

Capital invested by funds: $16.1M → $16.3M (+$111K)

12.05% less ownership

Funds ownership: 29.08%17.04% (-12%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$7.41K +$370K +26,557 +6%
IA
27
IFP Advisors
Florida
$6.64K -$40.2K -2,889 -90%
GEA
28
Glen Eagle Advisors
New Jersey
$4.33K
CWP
29
Concord Wealth Partners
Virginia
$737 +$696 +50 New
ASN
30
Advisory Services Network
Georgia
$589 -$23.4K -1,681 -98%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
-$351K -27,674 Closed
Citadel Advisors
32
Citadel Advisors
Florida
-$257K -20,282 Closed
AAS
33
Annex Advisory Services
Wisconsin
-$129K -10,210 Closed
UBS Group
34
UBS Group
Switzerland
-$90.3K -7,128 Closed
Fidelity Investments
35
Fidelity Investments
Massachusetts
-$13 -1 Closed

FFLG Hedge Fund Activity: Q1 2023 in Review

30 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Growth ETF (FFLG) for Q1 2023, worth a combined $16.3M — up 0.69% from $16.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FFLG positions and 5 closed out — a net gain of 3 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $3.7M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $351K sold.

  • 30 institutional investors held Fidelity Fundamental Large Cap Growth ETF (FFLG) as of Q1 2023, up from 27 in Q4 2022.
  • Funds reported $16.3M of Fidelity Fundamental Large Cap Growth ETF stock for Q1 2023, up 0.69% quarter-over-quarter.
  • 8 funds opened new Fidelity Fundamental Large Cap Growth ETF positions in Q1 2023 and 5 closed out, a net change of +3 holders.
  • The largest Fidelity Fundamental Large Cap Growth ETF buyer in Q1 2023 was Kestra Advisory Services, an estimated $3.7M added.
  • The largest Fidelity Fundamental Large Cap Growth ETF seller in Q1 2023 was Cambridge Investment Research Advisors, an estimated $351K sold.

Based on aggregated 13F filings for Q1 2023.