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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

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

87% more capital invested

Capital invested by funds: $5.39M → $10.1M (+$4.69M)

33% more funds holding

Funds holding: 1216 (+4)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

5.62% more ownership

Funds ownership: 11.86%17.49% (+5.6%)

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
Change in
Stake
BFA
1
Beaumont Financial Advisors
Massachusetts
$3.17M +$3.26M +153,041 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.47M +$1.69M +79,259 +197%
CFA
3
Carroll Financial Associates
North Carolina
$1.4M +$150K +7,043 +12%
AAS
4
Avantax Advisory Services
Texas
$1.09M +$537K +25,207 +91%
LNC
5
Lincoln National Corp
Pennsylvania
$527K +$542K +25,442 New
KAS
6
Kestra Advisory Services
Texas
$384K -$547K -25,696 -58%
FMN
7
Financial Management Network
California
$316K +$329K +15,465 New
SDWIA
8
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$280K -$36.4K -1,712 -11%
DC
9
Davenport & Co
Virginia
$204K
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$101K +$104K +4,900 New
FP
11
Financial Perspectives
Minnesota
$39K +$10.3K +482 +34%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$28K -$7.03K -330 -20%
National Bank of Canada
13
National Bank of Canada
Quebec, Canada
$24K +$24.3K +1,142 New
HWM
14
HighMark Wealth Management
Minnesota
$16K +$16K +750 New
FAG
15
Fortitude Advisory Group
Washington
$16K +$16.9K +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

FFLG Hedge Fund Activity: Q4 2021 in Review

16 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Growth ETF (FFLG) for Q4 2021, worth a combined $10.1M — up 87% from $5.39M a quarter earlier.

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

The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $3.26M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.14M sold.

  • 16 institutional investors held Fidelity Fundamental Large Cap Growth ETF (FFLG) as of Q4 2021, up from 12 in Q3 2021.
  • Funds reported $10.1M of Fidelity Fundamental Large Cap Growth ETF stock for Q4 2021, up 87% quarter-over-quarter.
  • 7 funds opened new Fidelity Fundamental Large Cap Growth ETF positions in Q4 2021 and 3 closed out, a net change of +4 holders.
  • The largest Fidelity Fundamental Large Cap Growth ETF buyer in Q4 2021 was Beaumont Financial Advisors, an estimated $3.26M added.
  • The largest Fidelity Fundamental Large Cap Growth ETF seller in Q4 2021 was Citadel Advisors, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2021.