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Fidelity Fundamental Large Cap Growth ETF

17 hedge funds and large institutions have $8.46M invested in Fidelity Fundamental Large Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

6% more funds holding

Funds holding: 1617 (+1)

3.16% less ownership

Funds ownership: 17.49%14.32% (-3.2%)

16% less capital invested

Capital invested by funds: $10.1M → $8.46M (-$1.62M)

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.74M +$1.58M +89,194 +75%
LNC
2
Lincoln National Corp
Pennsylvania
$1.26M +$795K +44,958 +177%
AAS
3
Avantax Advisory Services
Texas
$1.03M +$87K +4,919 +9%
FMN
4
Financial Management Network
California
$784K +$476K +26,930 +174%
KAS
5
Kestra Advisory Services
Texas
$339K +$6.74K +381 +2%
Citadel Advisors
6
Citadel Advisors
Florida
$256K +$252K +14,256 New
BFA
7
Beaumont Financial Advisors
Massachusetts
$200K -$2.51M -141,868 -93%
SDWIA
8
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$190K -$51.3K -2,900 -21%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$160K +$71.2K +4,025 +82%
FP
10
Financial Perspectives
Minnesota
$151K +$116K +6,530 +347%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$119K +$93.9K +5,308 +394%
UBS Group
12
UBS Group
Switzerland
$88K +$86.6K +4,895 New
IA
13
IFP Advisors
Florida
$67K +$56.9K +3,214 New
National Bank of Canada
14
National Bank of Canada
Quebec, Canada
$20K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$18K +$17.7K +1,000 New
HWM
16
HighMark Wealth Management
Minnesota
$13K
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$10.8K
DC
18
Davenport & Co
Virginia
-$204K -9,860 Closed
FAG
19
Fortitude Advisory Group
Washington
-$16K -794 Closed

FFLG Hedge Fund Activity: Q1 2022 in Review

17 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Fidelity Fundamental Large Cap Growth ETF (FFLG) for Q1 2022, worth a combined $8.46M — down 16% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FFLG positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.58M. The largest seller was Beaumont Financial Advisors, cutting an estimated $2.51M.

  • 17 institutional investors held Fidelity Fundamental Large Cap Growth ETF (FFLG) as of Q1 2022, up from 16 in Q4 2021.
  • Funds reported $8.46M of Fidelity Fundamental Large Cap Growth ETF stock for Q1 2022, down 16% quarter-over-quarter.
  • 4 funds opened new Fidelity Fundamental Large Cap Growth ETF positions in Q1 2022 and 2 closed out, a net change of +2 holders.
  • The largest Fidelity Fundamental Large Cap Growth ETF buyer in Q1 2022 was Commonwealth Equity Services, an estimated $1.58M added.
  • The largest Fidelity Fundamental Large Cap Growth ETF seller in Q1 2022 was Beaumont Financial Advisors, an estimated $2.51M sold.

Based on aggregated 13F filings for Q1 2022.