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Fidelity Fundamental Large Cap Growth ETF

51 hedge funds and large institutions have $107M invested in Fidelity Fundamental Large Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
19
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$381K -$996 -45 -0.3%
Stifel Financial
27
Stifel Financial
Missouri
$328K -$328K -14,796 -50%
AWM
28
Avaii Wealth Management
Wisconsin
$320K +$1.77K +80 +0.6%
PAG
29
Private Advisor Group
New Jersey
$318K +$318K +14,350 New
Two Sigma Investments
30
Two Sigma Investments
New York
$290K -$1.31M -59,000 -82%
MOS
31
MGO One Seven
Ohio
$279K +$279K +12,619 New
JWCA
32
J.W. Cole Advisors
Florida
$277K +$277K +12,527 New
P
33
&Partners
Tennessee
$246K
PS
34
Principal Securities
Iowa
$241K
SS
35
Sunbelt Securities
Texas
$239K -$13.1K -593 -5%
CL
36
CLG LLC
California
$237K -$29.9K -1,350 -11%
SDWIA
37
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$232K
Morgan Stanley
38
Morgan Stanley
New York
$217K +$8.7K +393 +4%
MML Investors Services
39
MML Investors Services
Massachusetts
$216K -$6.16K -278 -3%
RWP
40
RWA Wealth Partners
Massachusetts
$213K +$22 +1 +0%
Northern Trust
41
Northern Trust
Illinois
$207K +$207K +9,347 New
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$206K +$206K +9,315 New
PAS
43
PKS Advisory Services
New York
$202K +$202K +9,103 New
UBS Group
44
UBS Group
Switzerland
$193K +$166K +7,516 +627%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$79K -$125K -5,672 -61%
FP
46
Financial Perspectives
Minnesota
$46.5K
GEA
47
Glen Eagle Advisors
New Jersey
$35.4K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$19K
TSMHT
49
Thurston Springer Miller Herd & Titak
Indiana
$13.3K
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$12.2K