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Fidelity Fundamental Large Cap Growth ETF

43 hedge funds and large institutions have $78.7M invested in Fidelity Fundamental Large Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $69.6M → $78.7M (+$9.09M)

5% more funds holding

Funds holding: 4143 (+2)

0.42% more ownership

Funds ownership: 24.42%24.84% (+0.42%)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$262K -$110K -4,935 -31%
SDWIA
27
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$248K
DC
28
Davenport & Co
Virginia
$203K -$28K -1,260 -13%
NA
29
NewEdge Advisors
Louisiana
$202K +$190K +8,540 New
PS
30
Principal Securities
Iowa
$183K +$6.32K +284 +4%
Morgan Stanley
31
Morgan Stanley
New York
$164K
FP
32
Financial Perspectives
Minnesota
$65.8K
GEA
33
Glen Eagle Advisors
New Jersey
$37.8K
PP
34
Pacifica Partners
Canada
$29.5K +$27.3K +1,226 New
LFG
35
Larson Financial Group
Missouri
$21.3K +$20K +900 New
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$20K
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$13K
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$5.58K
TSMHT
39
Thurston Springer Miller Herd & Titak
Indiana
$4.73K +$4.45K +200 New
UBS Group
40
UBS Group
Switzerland
$4.33K +$4.07K +183 New
VWM
41
Venturi Wealth Management
Texas
$3.81K +$133 +6 +4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$3K -$230K -10,356 -99%
MG
43
Mather Group
Illinois
$1.57K +$1.6K +72 New
Citadel Advisors
44
Citadel Advisors
Florida
-$1.25M -56,978 Closed
LNC
45
Lincoln National Corp
Pennsylvania
-$863K -39,476 Closed
RA
46
RFG Advisory
Alabama
-$402K -18,401 Closed
Two Sigma Investments
47
Two Sigma Investments
New York
-$249K -11,400 Closed

FFLG Hedge Fund Activity: Q2 2024 in Review

43 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Growth ETF (FFLG) for Q2 2024, worth a combined $78.7M — up 13% from $69.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FFLG positions and 4 closed out — a net gain of 3 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $2.27M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.25M sold.

  • 43 institutional investors held Fidelity Fundamental Large Cap Growth ETF (FFLG) as of Q2 2024, up from 41 in Q1 2024.
  • Funds reported $78.7M of Fidelity Fundamental Large Cap Growth ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 7 funds opened new Fidelity Fundamental Large Cap Growth ETF positions in Q2 2024 and 4 closed out, a net change of +3 holders.
  • The largest Fidelity Fundamental Large Cap Growth ETF buyer in Q2 2024 was Kestra Advisory Services, an estimated $2.27M added.
  • The largest Fidelity Fundamental Large Cap Growth ETF seller in Q2 2024 was Citadel Advisors, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2024.