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Fidelity Fundamental Large Cap Growth ETF

45 hedge funds and large institutions have $115M invested in Fidelity Fundamental Large Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CL
26
CLG LLC
California
$302K +$302K +12,036 New
SS
27
Sunbelt Securities
Texas
$289K -$37.8K -1,493 -12%
P
28
&Partners
Tennessee
$279K -$30K -1,198 -10%
SDWIA
29
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$263K
MML Investors Services
30
MML Investors Services
Massachusetts
$251K +$30.4K +1,216 +14%
PS
31
Principal Securities
Iowa
$241K +$9.08K +362 +4%
RWP
32
RWA Wealth Partners
Massachusetts
$241K +$100 +4 +0%
Citadel Advisors
33
Citadel Advisors
Florida
$238K +$238K +9,504 New
Morgan Stanley
34
Morgan Stanley
New York
$236K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$232K +$159K +6,321 +216%
DC
36
Davenport & Co
Virginia
$216K
IA
37
IFP Advisors
Florida
$214K -$82.6K -3,294 -28%
Raymond James Financial
38
Raymond James Financial
Florida
$211K +$211K +8,426 New
FP
39
Financial Perspectives
Minnesota
$52.6K
GEA
40
Glen Eagle Advisors
New Jersey
$40K
UBS Group
41
UBS Group
Switzerland
$30.1K +$12.1K +483 +67%
SMAM
42
Sugar Maple Asset Management
Wisconsin
$27.7K +$27.7K +1,105 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$21K
TSMHT
44
Thurston Springer Miller Herd & Titak
Indiana
$15K +$10K +400 +200%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$13.8K
Marshall Wace
46
Marshall Wace
United Kingdom
-$252K -10,536 Closed
VWM
47
Venturi Wealth Management
Texas
-$3.98K -166 Closed