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Fidelity Fundamental Large Cap Growth ETF

16 hedge funds and large institutions have $10.1M invested in Fidelity Fundamental Large Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$3.17M +$3.17M +153,041 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.47M +$1.64M +79,259 +197%
CFA
3
Carroll Financial Associates
North Carolina
$1.4M +$148K +7,043 +12%
AAS
4
Avantax Advisory Services
Texas
$1.09M +$522K +25,207 +91%
LNC
5
Lincoln National Corp
Pennsylvania
$527K +$527K +25,442 New
KAS
6
Kestra Advisory Services
Texas
$384K -$532K -25,696 -58%
FMN
7
Financial Management Network
California
$316K +$316K +15,465 New
SDWIA
8
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$280K -$35.5K -1,712 -11%
DC
9
Davenport & Co
Virginia
$204K
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$101K +$101K +4,900 New
FP
11
Financial Perspectives
Minnesota
$39K +$9.98K +482 +34%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$28K -$6.87K -330 -20%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$24K +$24K +1,142 New
HWM
14
HighMark Wealth Management
Minnesota
$16K +$16K +750 New
FAG
15
Fortitude Advisory Group
Washington
$16K +$16K +794 New
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$12.4K
Citadel Advisors
17
Citadel Advisors
Florida
-$1.14M -54,892 Closed
UBS Group
18
UBS Group
Switzerland
-$64K -3,087 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
-$7K -316 Closed