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Fidelity Fundamental Large Cap Growth ETF
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Overview Fund Activity

34 hedge funds and large institutions have $39M invested in Fidelity Fundamental Large Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
19
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$11.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$10.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$683K
4
FTUS
Flow Traders U.S.
New York
$520K
5
Citadel Advisors
Citadel Advisors
Florida
$365K

Top Sellers

1
ELI
Empire Life Investments
Ontario, Canada
$646K
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$17.3K
3
LNC
Lincoln National Corp
Pennsylvania
$651K
4
RA
RFG Advisory
Alabama
$378K
5
BFEC
Benjamin F. Edwards & Company
Missouri
$532K
Name Holding Trade Value Shares
Change 		Shares
Change %
SDWIA
26
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$176K – – –
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$131K – – –
Morgan Stanley
28
Morgan Stanley
New York
$114K – – –
FP
29
Financial Perspectives
Minnesota
$45.6K – – –
IA
30
IFP Advisors
Florida
$29.9K – – –
GEA
31
Glen Eagle Advisors
New Jersey
$26.2K +$14.8K +904 +130%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$17.3K -$70.7K -4,308 -80%
UBS Group
33
UBS Group
Switzerland
$11.1K +$7.31K +446 +195%
VWM
34
Venturi Wealth Management
Texas
$2.72K +$2.72K +166 New
1
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